FMII
AAT

Farmers & Merchants Investments Inc’s American Assets Trust AAT Stock Holding History

Farmers & Merchants Investments 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 		$988 Hold
40
– – ﹤0.01% 1526
2026
Q1 		$736 Hold
40
– – ﹤0.01% 1564
2025
Q4 		$757 Hold
40
– – ﹤0.01% 1532
2025
Q3 		$813 Hold
40
– – ﹤0.01% 1532
2025
Q2 		$790 Hold
40
– – ﹤0.01% 1507
2025
Q1 		$806 Hold
40
– – ﹤0.01% 1508
2024
Q4 		$1.05K Hold
40
– – ﹤0.01% 1449
2024
Q3 		$1.07K Hold
40
– – ﹤0.01% 1461
2024
Q2 		$895 Hold
40
– – ﹤0.01% 1495
2024
Q1 		$876 Hold
40
– – ﹤0.01% 1478
2023
Q4 		$900 Hold
40
– – ﹤0.01% 1478
2023
Q3 		$778 Hold
40
– – ﹤0.01% 1469
2023
Q2 		$768 Hold
40
– – ﹤0.01% 1491
2023
Q1 		$744 Hold
40
– – ﹤0.01% 1487
2022
Q4 		$1.06K Buy
40
+5
+14% +$135 ﹤0.01% 1368
2022
Q3 		$1K Sell
35
-387
-92% -$11.1K ﹤0.01% 1130
2022
Q2 		$13K Hold
422
– – ﹤0.01% 629
2022
Q1 		$16K Hold
422
– – ﹤0.01% 618
2021
Q4 		$16K Hold
422
– – ﹤0.01% 630
2021
Q3 		$16K Buy
+422
New +$16K ﹤0.01% 593

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Farmers & Merchants Investments Inc's AAT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its American Assets Trust (AAT) position steady in Q2 2026 at 40 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Farmers & Merchants Investments Inc first reported a position in AAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $16K in Q1 2022. 94 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Farmers & Merchants Investments Inc held 40 shares of American Assets Trust worth $988 as of Q2 2026.
  • Farmers & Merchants Investments Inc left its American Assets Trust share count unchanged in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1526 holding.
  • Farmers & Merchants Investments Inc first reported a position in American Assets Trust in Q3 2021 and has held it in 20 quarters since.
  • Farmers & Merchants Investments Inc's American Assets Trust position peaked at $16K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.