CIC
AAT

Crawford Investment Counsel’s American Assets Trust AAT Stock Holding History

Crawford Investment Counsel’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
2025
Q1 		– Sell
-42,433
Closed -$1.11M – 288
2024
Q4 		$1.11M Buy
42,433
+718
+2% +$19.6K 0.02% 205
2024
Q3 		$1.11M Buy
41,715
+2
+0% +$51 0.02% 202
2024
Q2 		$934K Buy
41,713
+1,347
+3% +$29K 0.02% 200
2024
Q1 		$884K Sell
40,366
-1,952
-5% -$43.1K 0.02% 199
2023
Q4 		$953K Sell
42,318
-4,631
-10% -$91.7K 0.02% 190
2023
Q3 		$913K Buy
46,949
+10,718
+30% +$225K 0.02% 189
2023
Q2 		$696K Buy
36,231
+8,250
+29% +$155K 0.01% 206
2023
Q1 		$520K Buy
27,981
+6,530
+30% +$159K 0.01% 225
2022
Q4 		$568K Sell
21,451
-2,545
-11% -$68.9K 0.01% 221
2022
Q3 		$617K Buy
23,996
+7,491
+45% +$214K 0.01% 209
2022
Q2 		$490K Sell
16,505
-550
-3% -$18.4K 0.01% 232
2022
Q1 		$646K Buy
17,055
+1,625
+11% +$59.5K 0.01% 226
2021
Q4 		$579K Buy
15,430
+509
+3% +$19.1K 0.01% 225
2021
Q3 		$558K Buy
+14,921
New +$566K 0.01% 227

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Crawford Investment Counsel's AAT Position: Q1 2025 in Review

Crawford Investment Counsel sold out of American Assets Trust (AAT) in Q1 2025, closing a stake of 42,433 shares — an estimated $1.11M sold.

Crawford Investment Counsel first reported a position in AAT in Q3 2021 and held it in 14 quarters. The position peaked at $1.11M in Q3 2024. 219 funds tracked by Wall St. Rank hold AAT as of Q1 2025.

  • Crawford Investment Counsel reported no remaining American Assets Trust position as of Q1 2025 after selling out during the quarter.
  • Crawford Investment Counsel sold 42,433 American Assets Trust shares in Q1 2025, an estimated $1.11M.
  • Crawford Investment Counsel first reported a position in American Assets Trust in Q3 2021 and held it in 14 quarters.
  • Crawford Investment Counsel's American Assets Trust position peaked at $1.11M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2025.

Based on Crawford Investment Counsel's 13F filing for Q1 2025, filed 15 May 2025.