BFS
AAT

Bare Financial Services’s American Assets Trust AAT Stock Holding History

Bare Financial Services’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 		$1.51K Buy
82
+56
+215% +$1.05K ﹤0.01% 1086
2025
Q4 		$492 Hold
26
– – ﹤0.01% 1413
2025
Q3 		$528 Hold
26
– – ﹤0.01% 1252
2025
Q2 		$514 Sell
26
-28
-52% -$545 ﹤0.01% 1116
2025
Q1 		$1.09K Buy
+54
New +$1.22K ﹤0.01% 513

Other funds holding AAT

BlackRock
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bare Financial Services's AAT Position: Q1 2026 in Review

Bare Financial Services increased its American Assets Trust (AAT) stake by 215% in Q1 2026, buying an estimated $1.05K and bringing the position to 82 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Bare Financial Services first reported a position in AAT in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Bare Financial Services held 82 shares of American Assets Trust worth $1.51K as of Q1 2026.
  • Bare Financial Services bought 56 American Assets Trust shares in Q1 2026, an estimated $1.05K.
  • American Assets Trust made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1086 holding.
  • Bare Financial Services first reported a position in American Assets Trust in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.