IC
AAT

IEQ Capital’s American Assets Trust AAT Stock Holding History

IEQ Capital’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 		$910K Sell
49,417
-32,736
-40% -$613K ﹤0.01% 1084
2025
Q4 		$1.56M Sell
82,153
-8,622
-9% -$166K ﹤0.01% 880
2025
Q3 		$1.84M Buy
90,775
+68,029
+299% +$1.37M 0.01% 795
2025
Q2 		$449K Buy
+22,746
New +$442K ﹤0.01% 1213

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

IEQ Capital's AAT Position: Q1 2026 in Review

IEQ Capital reduced its American Assets Trust (AAT) stake by 40% in Q1 2026, selling an estimated $613K and leaving 49,417 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

IEQ Capital first reported a position in AAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • IEQ Capital held 49,417 shares of American Assets Trust worth $910K as of Q1 2026.
  • IEQ Capital sold 32,736 American Assets Trust shares in Q1 2026, an estimated $613K.
  • American Assets Trust made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1084 holding.
  • IEQ Capital first reported a position in American Assets Trust in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's American Assets Trust position peaked at $1.84M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.