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
Q2 		$22K Buy
894
+233
+35% +$5.11K ﹤0.01% 1908
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 $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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hantz Financial Services's AAT Position: Q2 2026 in Review

Hantz Financial Services increased its American Assets Trust (AAT) stake by 35% in Q2 2026, buying an estimated $5.11K and bringing the position to 894 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Hantz Financial Services first reported a position in AAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $36K in Q3 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Hantz Financial Services held 894 shares of American Assets Trust worth $22K as of Q2 2026.
  • Hantz Financial Services bought 233 American Assets Trust shares in Q2 2026, an estimated $5.11K.
  • American Assets Trust made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1908 holding.
  • Hantz Financial Services first reported a position in American Assets Trust in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's American Assets Trust position peaked at $36K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.