CA
AAT

Clearstead Advisors’s American Assets Trust AAT Stock Holding History

Clearstead Advisors’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 		$1.38K Buy
+56
New +$1.23K ﹤0.01% 2602
2026
Q1 		– Sell
-10
Closed -$190 – 2237
2025
Q4 		$190 Sell
10
-351
-97% -$6.78K ﹤0.01% 2431
2025
Q3 		$7.34K Buy
+361
New +$7.28K ﹤0.01% 2025

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

Clearstead Advisors's AAT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in American Assets Trust (AAT) in Q2 2026: 56 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #2602 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AAT as recently as Q4 2025.

Clearstead Advisors first reported a position in AAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.34K in Q3 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Clearstead Advisors held 56 shares of American Assets Trust worth $1.38K as of Q2 2026.
  • American Assets Trust was a new Clearstead Advisors position in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2602 holding.
  • Clearstead Advisors first reported a position in American Assets Trust in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's American Assets Trust position peaked at $7.34K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.