Curated Wealth Partners’s American Assets Trust AAT Stock Holding History

Curated Wealth Partners’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	$235K	Buy	+18,174	New	+$399K	0.03%	470

Other funds holding AAT

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's AAT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in American Assets Trust (AAT) in Q2 2026: 18,174 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #470 among its holdings.

17 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

Curated Wealth Partners held 18,174 shares of American Assets Trust worth $235K as of Q2 2026.
American Assets Trust was a new Curated Wealth Partners position in Q2 2026.
American Assets Trust made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #470 holding.
17 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.