CFM
AAT

Cornerstone Financial Management’s American Assets Trust AAT Stock Holding History

Cornerstone Financial Management’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 		$1.58K Hold
86
– – ﹤0.01% 814
2025
Q4 		$1.63K Buy
+86
New +$1.66K ﹤0.01% 757

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

Cornerstone Financial Management's AAT Position: Q1 2026 in Review

Cornerstone Financial Management held its American Assets Trust (AAT) position steady in Q1 2026 at 86 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Cornerstone Financial Management first reported a position in AAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.63K in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Cornerstone Financial Management held 86 shares of American Assets Trust worth $1.58K as of Q1 2026.
  • Cornerstone Financial Management left its American Assets Trust share count unchanged in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #814 holding.
  • Cornerstone Financial Management first reported a position in American Assets Trust in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's American Assets Trust position peaked at $1.63K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.