GA
AAT

Guerra Advisors’s American Assets Trust AAT Stock Holding History

Guerra 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
2025
Q3 		$711 Buy
+35
New +$706 ﹤0.01% 750

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guerra Advisors's AAT Position: Q3 2025 in Review

Guerra Advisors opened a new position in American Assets Trust (AAT) in Q3 2025: 35 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

233 funds tracked by Wall St. Rank hold AAT as of Q3 2025.

  • Guerra Advisors held 35 shares of American Assets Trust worth $711 as of Q3 2025.
  • American Assets Trust was a new Guerra Advisors position in Q3 2025.
  • American Assets Trust made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #750 holding.
  • 233 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.