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
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 $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's AAT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its American Assets Trust (AAT) stake by 6% in Q1 2026, selling an estimated $1.76K and leaving 1,482 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

EverSource Wealth Advisors first reported a position in AAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $46.5K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • EverSource Wealth Advisors held 1,482 shares of American Assets Trust worth $27.3K as of Q1 2026.
  • EverSource Wealth Advisors sold 94 American Assets Trust shares in Q1 2026, an estimated $1.76K.
  • American Assets Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2308 holding.
  • EverSource Wealth Advisors first reported a position in American Assets Trust in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's American Assets Trust position peaked at $46.5K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.