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
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 $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

Coppell Advisory Solutions's AAT Position: Q1 2026 in Review

Coppell Advisory Solutions reduced its American Assets Trust (AAT) stake by 10% in Q1 2026, selling an estimated $15.9K and leaving 7,462 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #39.

Coppell Advisory Solutions first reported a position in AAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $563K in Q2 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Coppell Advisory Solutions held 7,462 shares of American Assets Trust worth $215K as of Q1 2026.
  • Coppell Advisory Solutions sold 847 American Assets Trust shares in Q1 2026, an estimated $15.9K.
  • American Assets Trust made up 0.13% of Coppell Advisory Solutions's portfolio in Q1 2026, its #39 holding.
  • Coppell Advisory Solutions first reported a position in American Assets Trust in Q4 2022 and has held it in 10 quarters since.
  • Coppell Advisory Solutions's American Assets Trust position peaked at $563K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.