EPW
AAT

Evolve Private Wealth’s American Assets Trust AAT Stock Holding History

Evolve Private Wealth’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 		$745K Buy
30,190
+2,515
+9% +$55.2K 0.05% 373
2026
Q1 		$510K Buy
27,675
+2,759
+11% +$51.7K 0.03% 572
2025
Q4 		$472K Buy
+24,916
New +$481K 0.03% 550

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

Evolve Private Wealth's AAT Position: Q2 2026 in Review

Evolve Private Wealth increased its American Assets Trust (AAT) stake by 9.1% in Q2 2026, buying an estimated $55.2K and bringing the position to 30,190 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #373.

Evolve Private Wealth first reported a position in AAT in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Evolve Private Wealth held 30,190 shares of American Assets Trust worth $745K as of Q2 2026.
  • Evolve Private Wealth bought 2,515 American Assets Trust shares in Q2 2026, an estimated $55.2K.
  • American Assets Trust made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #373 holding.
  • Evolve Private Wealth first reported a position in American Assets Trust in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.