BAM
AAT

Bellevue Asset Management’s American Assets Trust AAT Stock Holding History

Bellevue Asset Management’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 		$3.41K Buy
+138
New +$3.03K ﹤0.01% 383

Other funds holding AAT

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bellevue Asset Management's AAT Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in American Assets Trust (AAT) in Q2 2026: 138 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Bellevue Asset Management held 138 shares of American Assets Trust worth $3.41K as of Q2 2026.
  • American Assets Trust was a new Bellevue Asset Management position in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #383 holding.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.