EP
AAT

Essential Partners’s American Assets Trust AAT Stock Holding History

Essential 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 		$6.91K Buy
280
+46
+20% +$1.01K ﹤0.01% 1382
2026
Q1 		$4.31K Sell
234
-836
-78% -$15.7K ﹤0.01% 1648
2025
Q4 		$20.3K Sell
1,070
-1,067
-50% -$20.6K 0.01% 906
2025
Q3 		$43.4K Buy
2,137
+2,046
+2,248% +$41.3K 0.01% 631
2025
Q2 		$1.8K Buy
+91
New +$1.77K ﹤0.01% 1346

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

Essential Partners's AAT Position: Q2 2026 in Review

Essential Partners increased its American Assets Trust (AAT) stake by 20% in Q2 2026, buying an estimated $1.01K and bringing the position to 280 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Essential Partners first reported a position in AAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.4K in Q3 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Essential Partners held 280 shares of American Assets Trust worth $6.91K as of Q2 2026.
  • Essential Partners bought 46 American Assets Trust shares in Q2 2026, an estimated $1.01K.
  • American Assets Trust made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1382 holding.
  • Essential Partners first reported a position in American Assets Trust in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's American Assets Trust position peaked at $43.4K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.