EI
AAT

Ethic Inc’s American Assets Trust AAT Stock Holding History

Ethic Inc’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 		$460K Buy
18,648
+1,681
+10% +$36.9K 0.01% 973
2026
Q1 		$312K Buy
+16,967
New +$318K ﹤0.01% 1025

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

Ethic Inc's AAT Position: Q2 2026 in Review

Ethic Inc increased its American Assets Trust (AAT) stake by 9.9% in Q2 2026, buying an estimated $36.9K and bringing the position to 18,648 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #973.

Ethic Inc first reported a position in AAT in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Ethic Inc held 18,648 shares of American Assets Trust worth $460K as of Q2 2026.
  • Ethic Inc bought 1,681 American Assets Trust shares in Q2 2026, an estimated $36.9K.
  • American Assets Trust made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #973 holding.
  • Ethic Inc first reported a position in American Assets Trust in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.