EWA
AAT

EverSource Wealth Advisors’s American Assets Trust AAT Stock Holding History

EverSource Wealth Advisors’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 		$30.1K Sell
1,220
-262
-18% -$5.75K ﹤0.01% 2144
2026
Q1 		$27.3K Sell
1,482
-94
-6% -$1.76K ﹤0.01% 2308
2025
Q4 		$29.8K Sell
1,576
-713
-31% -$13.8K ﹤0.01% 2112
2025
Q3 		$46.5K Buy
2,289
+585
+34% +$11.8K ﹤0.01% 1766
2025
Q2 		$33.6K Buy
1,704
+1,234
+263% +$24K ﹤0.01% 1894
2025
Q1 		$9.46K Sell
470
-29
-6% -$654 ﹤0.01% 2142
2024
Q4 		$13.1K Sell
499
-186
-27% -$5.08K ﹤0.01% 1866
2024
Q3 		$18.3K Hold
685
– – ﹤0.01% 1539
2024
Q2 		$18.2K Buy
685
+33
+5% +$710 ﹤0.01% 1552
2024
Q1 		$13.9K Buy
652
+24
+4% +$530 ﹤0.01% 1536
2023
Q4 		$14.1K Sell
628
-57
-8% -$1.13K ﹤0.01% 1408
2023
Q3 		$13.3K Buy
685
+112
+20% +$2.35K ﹤0.01% 1293
2023
Q2 		$11K Buy
+573
New +$10.7K ﹤0.01% 1396
2023
Q1 		– Sell
-150
Closed -$3.98K – 2376
2022
Q4 		$3.98K Buy
150
+53
+55% +$1.43K ﹤0.01% 1693
2022
Q3 		$2K Sell
97
-49
-34% -$1.4K ﹤0.01% 1615
2022
Q2 		$4K Sell
146
-362
-71% -$12.1K ﹤0.01% 1304
2022
Q1 		$20K Hold
508
– – 0.01% 691
2021
Q4 		$19K Buy
+508
New +$19.1K 0.01% 700

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

EverSource Wealth Advisors's AAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its American Assets Trust (AAT) stake by 18% in Q2 2026, selling an estimated $5.75K and leaving 1,220 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

EverSource Wealth Advisors first reported a position in AAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $46.5K in Q3 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • EverSource Wealth Advisors held 1,220 shares of American Assets Trust worth $30.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 262 American Assets Trust shares in Q2 2026, an estimated $5.75K.
  • American Assets Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2144 holding.
  • EverSource Wealth Advisors first reported a position in American Assets Trust in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's American Assets Trust position peaked at $46.5K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.