FFA
AAT

Farther Finance Advisors’s American Assets Trust AAT Stock Holding History

Farther Finance 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 		$44.9K Buy
1,819
+1,549
+574% +$34K ﹤0.01% 3321
2026
Q1 		$4.96K Sell
270
-135
-33% -$2.53K ﹤0.01% 4497
2025
Q4 		$7.67K Buy
405
+272
+205% +$5.25K ﹤0.01% 4083
2025
Q3 		$2.7K Buy
133
+18
+16% +$363 ﹤0.01% 4022
2025
Q2 		$2.27K Sell
115
-2
-2% -$39 ﹤0.01% 3654
2025
Q1 		$2.35K Sell
117
-66
-36% -$1.49K ﹤0.01% 3326
2024
Q4 		$4.79K Sell
183
-344
-65% -$9.39K ﹤0.01% 2682
2024
Q3 		$14.1K Buy
527
+288
+121% +$7.3K ﹤0.01% 2215
2024
Q2 		$5.35K Buy
239
+75
+46% +$1.61K ﹤0.01% 2367
2024
Q1 		$3.46K Sell
164
-12
-7% -$265 ﹤0.01% 2249
2023
Q4 		$3.96K Buy
+176
New +$3.48K ﹤0.01% 2088

Other funds holding AAT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Farther Finance Advisors's AAT Position: Q2 2026 in Review

Farther Finance Advisors increased its American Assets Trust (AAT) stake by 574% in Q2 2026, buying an estimated $34K and bringing the position to 1,819 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Farther Finance Advisors first reported a position in AAT in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Farther Finance Advisors held 1,819 shares of American Assets Trust worth $44.9K as of Q2 2026.
  • Farther Finance Advisors bought 1,549 American Assets Trust shares in Q2 2026, an estimated $34K.
  • American Assets Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3321 holding.
  • Farther Finance Advisors first reported a position in American Assets Trust in Q4 2023 and has held it in 11 quarters since.
  • 24 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.