BTI
AAT

Blue Trust Inc’s American Assets Trust AAT Stock Holding History

Blue Trust Inc’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 		$66.4K Buy
3,607
+3,545
+5,718% +$66.4K ﹤0.01% 1211
2025
Q4 		$1.17K Sell
62
-26
-30% -$502 ﹤0.01% 2255
2025
Q3 		$1.79K Hold
88
– – ﹤0.01% 2170
2025
Q2 		$1.74K Hold
88
– – ﹤0.01% 2147
2025
Q1 		$1.77K Buy
88
+54
+159% +$1.22K ﹤0.01% 2233
2024
Q4 		$893 Sell
34
-5,741
-99% -$157K ﹤0.01% 2290
2024
Q3 		$129K Buy
5,775
+4,838
+516% +$123K ﹤0.01% 1082
2024
Q2 		$20.5K Buy
937
+797
+569% +$17.1K ﹤0.01% 1649
2024
Q1 		$3.07K Buy
+140
New +$3.09K ﹤0.01% 1731
2023
Q2 		– Sell
-25
Closed -$1K – 1984
2023
Q1 		$1K Buy
25
+3
+14% +$73 ﹤0.01% 2080
2022
Q4 		$1K Sell
22
-10
-31% -$271 ﹤0.01% 1994
2022
Q3 		$1K Buy
+32
New +$916 ﹤0.01% 1866

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

Blue Trust Inc's AAT Position: Q1 2026 in Review

Blue Trust Inc increased its American Assets Trust (AAT) stake by 5,718% in Q1 2026, buying an estimated $66.4K and bringing the position to 3,607 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Blue Trust Inc first reported a position in AAT in Q3 2022 and has held it in 12 quarters since. The position peaked at $129K in Q3 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Blue Trust Inc held 3,607 shares of American Assets Trust worth $66.4K as of Q1 2026.
  • Blue Trust Inc bought 3,545 American Assets Trust shares in Q1 2026, an estimated $66.4K.
  • American Assets Trust made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1211 holding.
  • Blue Trust Inc first reported a position in American Assets Trust in Q3 2022 and has held it in 12 quarters since.
  • Blue Trust Inc's American Assets Trust position peaked at $129K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.