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 Q3	$5.53K	Sell	260 -20	-7%	-$463	﹤0.01%	1461
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Essential Partners's AAT Position: Q3 2026 in Review

Essential Partners reduced its American Assets Trust (AAT) stake by 7.1% in Q3 2026, selling an estimated $463 and leaving 260 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Essential Partners first reported a position in AAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $43.4K in Q3 2025. 26 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

Essential Partners held 260 shares of American Assets Trust worth $5.53K as of Q3 2026.
Essential Partners sold 20 American Assets Trust shares in Q3 2026, an estimated $463.
American Assets Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1461 holding.
Essential Partners first reported a position in American Assets Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's American Assets Trust position peaked at $43.4K in Q3 2025.
26 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.