Global Retirement Partners’s American Assets Trust AAT Stock Holding History

Global Retirement Partners’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	$6.15K	Buy	+249	New	+$5.46K	﹤0.01%	3623
2025 Q4	$194	Hold	10	–	–	﹤0.01%	4112
2025 Q3	$205	Sell	10 -9	-47%	-$182	﹤0.01%	3739
2025 Q2	$366	Buy	+19	New	+$370	﹤0.01%	3614
2024 Q4	$471	Hold	18	–	–	﹤0.01%	3414
2024 Q3	$473	Buy	18 +1	+6%	+$25	﹤0.01%	3284
2024 Q2	$391	Hold	17	–	–	﹤0.01%	3337
2024 Q1	$377	Hold	17	–	–	﹤0.01%	3177
2023 Q4	$388	Hold	17	–	–	﹤0.01%	3132
2023 Q3	$308	Buy	17 +1	+6%	+$21	﹤0.01%	3058
2023 Q2	$316	Hold	16	–	–	﹤0.01%	3038
2023 Q1	$287	Sell	16 -24	-60%	-$585	﹤0.01%	3042
2022 Q4	$1.06K	Hold	40	–	–	﹤0.01%	2576
2022 Q3	$1K	Sell	40 -13	-25%	-$372	﹤0.01%	2358
2022 Q2	$2K	Buy	53 +36	+212%	+$1.21K	﹤0.01%	2141
2022 Q1	$1K	Buy	+17	New	+$623	﹤0.01%	2287

Other funds holding AAT

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Retirement Partners's AAT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American Assets Trust (AAT) in Q2 2026: 249 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #3623 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AAT as recently as Q4 2025.

Global Retirement Partners first reported a position in AAT in Q1 2022 and has held it in 16 quarters since. 243 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

Global Retirement Partners held 249 shares of American Assets Trust worth $6.15K as of Q2 2026.
American Assets Trust was a new Global Retirement Partners position in Q2 2026.
American Assets Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3623 holding.
Global Retirement Partners first reported a position in American Assets Trust in Q1 2022 and has held it in 16 quarters since.
243 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.