GI
AAT

GAMMA Investing’s American Assets Trust AAT Stock Holding History

GAMMA Investing’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 		$128K Buy
5,200
+181
+4% +$3.97K ﹤0.01% 1622
2026
Q1 		$92.4K Buy
5,019
+4,327
+625% +$81K ﹤0.01% 1745
2025
Q4 		$13.1K Sell
692
-269
-28% -$5.19K ﹤0.01% 2843
2025
Q3 		$19.5K Sell
961
-113
-11% -$2.28K ﹤0.01% 2528
2025
Q2 		$21.2K Buy
1,074
+179
+20% +$3.48K ﹤0.01% 2427
2025
Q1 		$18K Sell
895
-277
-24% -$6.25K ﹤0.01% 2445
2024
Q4 		$30.8K Buy
1,172
+312
+36% +$8.52K ﹤0.01% 2024
2024
Q3 		$23K Buy
860
+204
+31% +$5.17K ﹤0.01% 2028
2024
Q2 		$14.7K Buy
656
+95
+17% +$2.04K ﹤0.01% 2046
2024
Q1 		$12.3K Sell
561
-260
-32% -$5.74K ﹤0.01% 1944
2023
Q4 		$18.4K Buy
+821
New +$16.3K 0.01% 1560

Other funds holding AAT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's AAT Position: Q2 2026 in Review

GAMMA Investing increased its American Assets Trust (AAT) stake by 3.6% in Q2 2026, buying an estimated $3.97K and bringing the position to 5,200 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

GAMMA Investing first reported a position in AAT in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • GAMMA Investing held 5,200 shares of American Assets Trust worth $128K as of Q2 2026.
  • GAMMA Investing bought 181 American Assets Trust shares in Q2 2026, an estimated $3.97K.
  • American Assets Trust made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1622 holding.
  • GAMMA Investing first reported a position in American Assets Trust in Q4 2023 and has held it in 11 quarters since.
  • 17 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.