Axa
AAT

Axa’s American Assets Trust AAT Stock Holding History

Axa’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
2025
Q3 		– Sell
-96,317
Closed -$1.9M – 64
2025
Q2 		$1.9M Buy
96,317
+7,859
+9% +$153K 0.01% 778
2025
Q1 		$1.78M Buy
88,458
+5,489
+7% +$124K 0.01% 755
2024
Q4 		$2.18M Hold
82,969
– – 0.01% 738
2024
Q3 		$2.22M Sell
82,969
-29,931
-27% -$759K 0.01% 724
2024
Q2 		$2.53M Hold
112,900
– – 0.01% 702
2024
Q1 		$2.47M Hold
112,900
– – 0.01% 720
2023
Q4 		$2.54M Buy
112,900
+2,100
+2% +$41.6K 0.01% 692
2023
Q3 		$2.16M Sell
110,800
-2,100
-2% -$44.1K 0.01% 696
2023
Q2 		$2.17M Buy
+112,900
New +$2.12M 0.01% 710

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axa's AAT Position: Q3 2025 in Review

Axa sold out of American Assets Trust (AAT) in Q3 2025, closing a stake of 96,317 shares — an estimated $1.9M sold.

Axa first reported a position in AAT in Q2 2023 and held it in 9 quarters. The position peaked at $2.54M in Q4 2023. 233 funds tracked by Wall St. Rank hold AAT as of Q3 2025.

  • Axa reported no remaining American Assets Trust position as of Q3 2025 after selling out during the quarter.
  • Axa sold 96,317 American Assets Trust shares in Q3 2025, an estimated $1.9M.
  • Axa first reported a position in American Assets Trust in Q2 2023 and held it in 9 quarters.
  • Axa's American Assets Trust position peaked at $2.54M in Q4 2023.
  • 233 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.