Cerity Partners
AAT

Cerity Partners’s American Assets Trust AAT Stock Holding History

Cerity 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
Q1 		$397K Buy
21,564
+4,871
+29% +$91.2K ﹤0.01% 2423
2025
Q4 		$316K Sell
16,693
-1,904
-10% -$36.8K ﹤0.01% 2381
2025
Q3 		$378K Buy
+18,597
New +$375K ﹤0.01% 2142

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

Cerity Partners's AAT Position: Q1 2026 in Review

Cerity Partners increased its American Assets Trust (AAT) stake by 29% in Q1 2026, buying an estimated $91.2K and bringing the position to 21,564 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Cerity Partners first reported a position in AAT in Q3 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Cerity Partners held 21,564 shares of American Assets Trust worth $397K as of Q1 2026.
  • Cerity Partners bought 4,871 American Assets Trust shares in Q1 2026, an estimated $91.2K.
  • American Assets Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2423 holding.
  • Cerity Partners first reported a position in American Assets Trust in Q3 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.