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
Q2 		$496K Sell
20,088
-1,476
-7% -$32.4K ﹤0.01% 2431
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 $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

Cerity Partners's AAT Position: Q2 2026 in Review

Cerity Partners reduced its American Assets Trust (AAT) stake by 6.8% in Q2 2026, selling an estimated $32.4K and leaving 20,088 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Cerity Partners first reported a position in AAT in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Cerity Partners held 20,088 shares of American Assets Trust worth $496K as of Q2 2026.
  • Cerity Partners sold 1,476 American Assets Trust shares in Q2 2026, an estimated $32.4K.
  • American Assets Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2431 holding.
  • Cerity Partners first reported a position in American Assets Trust in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.