CIBC Private Wealth Group
AAT

CIBC Private Wealth Group’s American Assets Trust AAT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$208 Buy
+11
New +$212 ﹤0.01% 3206
2025
Q3 		– Sell
-8
Closed -$158 – 3086
2025
Q2 		$158 Buy
+8
New +$156 ﹤0.01% 2930
2018
Q1 		– Sell
-500
Closed -$19K – 1920
2017
Q4 		$19K Buy
+500
New +$19.7K ﹤0.01% 1413

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's AAT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in American Assets Trust (AAT) in Q4 2025: 11 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #3206 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in AAT as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in AAT in Q4 2017 and has held it in 3 quarters since. The position peaked at $19K in Q4 2017. 229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

  • CIBC Private Wealth Group held 11 shares of American Assets Trust worth $208 as of Q4 2025.
  • American Assets Trust was a new CIBC Private Wealth Group position in Q4 2025.
  • American Assets Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3206 holding.
  • CIBC Private Wealth Group first reported a position in American Assets Trust in Q4 2017 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's American Assets Trust position peaked at $19K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.