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
Q2 		$2.12K Hold
86
– – ﹤0.01% 827
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 $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

Cornerstone Financial Management's AAT Position: Q2 2026 in Review

Cornerstone Financial Management held its American Assets Trust (AAT) position steady in Q2 2026 at 86 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Cornerstone Financial Management first reported a position in AAT in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Cornerstone Financial Management held 86 shares of American Assets Trust worth $2.12K as of Q2 2026.
  • Cornerstone Financial Management left its American Assets Trust share count unchanged in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #827 holding.
  • Cornerstone Financial Management first reported a position in American Assets Trust in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.