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 Q2	$56.8K	Buy	2,300 +2,070	+900%	+$45.4K	﹤0.01%	3174
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 $6.73T AUM 46.02% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arax Advisory Partners's AAT Position: Q2 2026 in Review

Arax Advisory Partners increased its American Assets Trust (AAT) stake by 900% in Q2 2026, buying an estimated $45.4K and bringing the position to 2,300 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

Arax Advisory Partners first reported a position in AAT in Q2 2022 and has held it in 13 quarters since. The position peaked at $272K in Q3 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

Arax Advisory Partners held 2,300 shares of American Assets Trust worth $56.8K as of Q2 2026.
Arax Advisory Partners bought 2,070 American Assets Trust shares in Q2 2026, an estimated $45.4K.
American Assets Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3174 holding.
Arax Advisory Partners first reported a position in American Assets Trust in Q2 2022 and has held it in 13 quarters since.
Arax Advisory Partners's American Assets Trust position peaked at $272K in Q3 2025.
244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.