Financial Consulate’s American Assets Trust AAT Stock Holding History

Financial Consulate’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 Q3	$234	Buy	+11	New	+$255	﹤0.01%	1653

Other funds holding AAT

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Financial Consulate's AAT Position: Q3 2026 in Review

Financial Consulate opened a new position in American Assets Trust (AAT) in Q3 2026: 11 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings.

44 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

Financial Consulate held 11 shares of American Assets Trust worth $234 as of Q3 2026.
American Assets Trust was a new Financial Consulate position in Q3 2026.
American Assets Trust made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1653 holding.
44 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.