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

Cyndeo 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 Q3	$212K	Buy	+9,981	New	+$231K	0.01%	533

Other funds holding AAT

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cyndeo Wealth Partners's AAT Position: Q3 2026 in Review

Cyndeo Wealth Partners opened a new position in American Assets Trust (AAT) in Q3 2026: 9,981 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings.

135 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

Cyndeo Wealth Partners held 9,981 shares of American Assets Trust worth $212K as of Q3 2026.
American Assets Trust was a new Cyndeo Wealth Partners position in Q3 2026.
American Assets Trust made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #533 holding.
135 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.