Arax Advisory Partners’s American Assets Trust AAT Stock Holding History

Arax Advisory Partners’s Portfolio AAT Stock Details AAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23K	Buy	230 +91	+65%	+$1.7K	﹤0.01%	2866
2025 Q4	$2.63K	Sell	139 -13,261	-99%	-$256K	﹤0.01%	3159
2025 Q3	$272K	Buy	13,400 +13,176	+5,882%	+$266K	﹤0.01%	1123
2025 Q2	$4.43K	Sell	224 -77	-26%	-$1.5K	﹤0.01%	2295
2025 Q1	$6.07K	Buy	301 +162	+117%	+$3.65K	﹤0.01%	1713
2024 Q4	$3.65K	Sell	139 -33	-19%	-$901	﹤0.01%	1846
2024 Q3	$4.6K	Buy	172 +1	+0.6%	+$25	﹤0.01%	1749
2024 Q2	$3.83K	Buy	+171	New	+$3.68K	﹤0.01%	1708
2023 Q4	–	Sell	-47	Closed	-$910	–	1334
2023 Q3	$910	Buy	+47	New	+$987	﹤0.01%	1157
2023 Q2	–	Sell	-38	Closed	-$701	–	1270
2023 Q1	$701	Buy	38 +1	+3%	+$24	﹤0.01%	1147
2022 Q4	$980	Buy	+37	New	+$1K	﹤0.01%	1081
2022 Q3	–	Sell	-53	Closed	-$2K	–	1207
2022 Q2	$2K	Buy	+53	New	+$1.77K	﹤0.01%	924

Other funds holding AAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arax Advisory Partners's AAT Position: Q1 2026 in Review

Arax Advisory Partners increased its American Assets Trust (AAT) stake by 65% in Q1 2026, buying an estimated $1.7K and bringing the position to 230 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Arax Advisory Partners first reported a position in AAT in Q2 2022 and has held it in 12 quarters since. The position peaked at $272K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

Arax Advisory Partners held 230 shares of American Assets Trust worth $4.23K as of Q1 2026.
Arax Advisory Partners bought 91 American Assets Trust shares in Q1 2026, an estimated $1.7K.
American Assets Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2866 holding.
Arax Advisory Partners first reported a position in American Assets Trust in Q2 2022 and has held it in 12 quarters since.
Arax Advisory Partners's American Assets Trust position peaked at $272K in Q3 2025.
235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.