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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's AAT Position: Q4 2025 in Review

Global Retirement Partners held its American Assets Trust (AAT) position steady in Q4 2025 at 10 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

Global Retirement Partners first reported a position in AAT in Q1 2022 and has held it in 15 quarters since. The position peaked at $2K in Q2 2022. 229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

Global Retirement Partners held 10 shares of American Assets Trust worth $194 as of Q4 2025.
Global Retirement Partners left its American Assets Trust share count unchanged in Q4 2025.
American Assets Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4112 holding.
Global Retirement Partners first reported a position in American Assets Trust in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's American Assets Trust position peaked at $2K in Q2 2022.
229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.