Creative Planning
AAT

Creative Planning’s American Assets Trust AAT Stock Holding History

Creative Planning’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 		$904K Buy
36,617
+9,458
+35% +$207K ﹤0.01% 2726
2026
Q1 		$500K Buy
27,159
+8,420
+45% +$158K ﹤0.01% 3033
2025
Q4 		$355K Sell
18,739
-928
-5% -$17.9K ﹤0.01% 3127
2025
Q3 		$400K Buy
19,667
+6,878
+54% +$139K ﹤0.01% 2924
2025
Q2 		$253K Buy
+12,789
New +$249K ﹤0.01% 3049
2025
Q1 		– Sell
-10,095
Closed -$265K – 3454
2024
Q4 		$265K Sell
10,095
-172
-2% -$4.7K ﹤0.01% 2767
2024
Q3 		$274K Buy
10,267
+33
+0.3% +$837 ﹤0.01% 2588
2024
Q2 		$229K Buy
+10,234
New +$220K ﹤0.01% 2580
2017
Q3 		– Sell
-1,136
Closed -$45K – 1884
2017
Q2 		$45K Buy
1,136
+124
+12% +$5.08K ﹤0.01% 2588
2017
Q1 		$42K Buy
1,012
+6
+0.6% +$257 ﹤0.01% 2603
2016
Q4 		$43K Sell
1,006
-94
-9% -$3.83K ﹤0.01% 2504
2016
Q3 		$48K Buy
+1,100
New +$48.7K ﹤0.01% 2388

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

Creative Planning's AAT Position: Q2 2026 in Review

Creative Planning increased its American Assets Trust (AAT) stake by 35% in Q2 2026, buying an estimated $207K and bringing the position to 36,617 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Creative Planning first reported a position in AAT in Q3 2016 and has held it in 12 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Creative Planning held 36,617 shares of American Assets Trust worth $904K as of Q2 2026.
  • Creative Planning bought 9,458 American Assets Trust shares in Q2 2026, an estimated $207K.
  • American Assets Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2726 holding.
  • Creative Planning first reported a position in American Assets Trust in Q3 2016 and has held it in 12 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.