HI
AAT

Horizon Investments’s American Assets Trust AAT Stock Holding History

Horizon Investments’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 		– Sell
-27,775
Closed -$564K – 1299
2025
Q3 		$564K Buy
+27,775
New +$560K 0.01% 783

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

Horizon Investments's AAT Position: Q4 2025 in Review

Horizon Investments sold out of American Assets Trust (AAT) in Q4 2025, closing a stake of 27,775 shares — an estimated $564K sold.

Horizon Investments first reported a position in AAT in Q3 2025 and held it in 1 quarter. The position peaked at $564K in Q3 2025. 229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

  • Horizon Investments reported no remaining American Assets Trust position as of Q4 2025 after selling out during the quarter.
  • Horizon Investments sold 27,775 American Assets Trust shares in Q4 2025, an estimated $564K.
  • Horizon Investments first reported a position in American Assets Trust in Q3 2025 and held it in 1 quarter.
  • Horizon Investments's American Assets Trust position peaked at $564K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on Horizon Investments's 13F filing for Q4 2025, filed 2 Feb 2026.