HFS
AAT

Hantz Financial Services’s American Assets Trust AAT Stock Holding History

Hantz Financial Services’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
Q1 		$12K Sell
661
-440
-40% -$8.24K ﹤0.01% 1995
2025
Q4 		$21K Sell
1,101
-694
-39% -$13.4K ﹤0.01% 1757
2025
Q3 		$36K Buy
1,795
+646
+56% +$13K ﹤0.01% 1345
2025
Q2 		$23K Buy
1,149
+982
+588% +$19.1K ﹤0.01% 1205
2025
Q1 		$3K Buy
+167
New +$3.77K ﹤0.01% 1255

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hantz Financial Services's AAT Position: Q1 2026 in Review

Hantz Financial Services reduced its American Assets Trust (AAT) stake by 40% in Q1 2026, selling an estimated $8.24K and leaving 661 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Hantz Financial Services first reported a position in AAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $36K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Hantz Financial Services held 661 shares of American Assets Trust worth $12K as of Q1 2026.
  • Hantz Financial Services sold 440 American Assets Trust shares in Q1 2026, an estimated $8.24K.
  • American Assets Trust made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1995 holding.
  • Hantz Financial Services first reported a position in American Assets Trust in Q1 2025 and has held it in 5 quarters since.
  • Hantz Financial Services's American Assets Trust position peaked at $36K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.