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

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

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. 244 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.
  • 244 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.