CAS
AAT

Coppell Advisory Solutions’s American Assets Trust AAT Stock Holding History

Coppell Advisory Solutions’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 		$85.7K Buy
11,592
+4,130
+55% +$90.6K 0.01% 451
2026
Q1 		$215K Sell
7,462
-847
-10% -$15.9K 0.13% 39
2025
Q4 		$206K Sell
8,309
-5,002
-38% -$96.6K 0.02% 381
2025
Q3 		$374K Sell
13,311
-6,723
-34% -$136K 0.04% 297
2025
Q2 		$563K Buy
20,034
+9,896
+98% +$193K 0.07% 226
2025
Q1 		$277K Buy
10,138
+805
+9% +$18.2K 0.04% 274
2024
Q4 		$211K Sell
9,333
-5,027
-35% -$137K 0.03% 265
2024
Q3 		$314K Buy
+14,360
New +$364K 0.05% 213
2023
Q4 		– Sell
-3,546
Closed -$65.3K – 1721
2023
Q3 		$65.3K Sell
3,546
-1,412
-28% -$29.7K 0.02% 264
2023
Q2 		$79.2K Buy
+4,958
New +$92.9K 0.02% 295
2023
Q1 		– Sell
-2,724
Closed -$50.2K – 203
2022
Q4 		$50.2K Buy
+2,724
New +$73.7K 0.02% 297

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

Coppell Advisory Solutions's AAT Position: Q2 2026 in Review

Coppell Advisory Solutions increased its American Assets Trust (AAT) stake by 55% in Q2 2026, buying an estimated $90.6K and bringing the position to 11,592 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #451.

Coppell Advisory Solutions first reported a position in AAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $563K in Q2 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Coppell Advisory Solutions held 11,592 shares of American Assets Trust worth $85.7K as of Q2 2026.
  • Coppell Advisory Solutions bought 4,130 American Assets Trust shares in Q2 2026, an estimated $90.6K.
  • American Assets Trust made up 0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #451 holding.
  • Coppell Advisory Solutions first reported a position in American Assets Trust in Q4 2022 and has held it in 11 quarters since.
  • Coppell Advisory Solutions's American Assets Trust position peaked at $563K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.