IFP Advisors’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.82K | Sell |
153
-162
| -51% | -$3.03K | ﹤0.01% | 3822 |
|
|
2025
Q4 | $5.96K | Sell |
315
-22
| -7% | -$425 | ﹤0.01% | 3322 |
|
|
2025
Q3 | $6.85K | Buy |
337
+208
| +161% | +$4.2K | ﹤0.01% | 3088 |
|
|
2025
Q2 | $2.55K | Buy |
+129
| New | +$2.51K | ﹤0.01% | 3785 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$12K | – | 3354 |
|
|
2022
Q4 | $12K | Sell |
31
-1
| -3% | -$27 | ﹤0.01% | 3244 |
|
|
2022
Q3 | $12K | Buy |
32
+19
| +146% | +$544 | ﹤0.01% | 3496 |
|
|
2022
Q2 | $11K | Hold |
13
| – | – | ﹤0.01% | 3294 |
|
|
2022
Q1 | $11K | Buy |
+13
| New | +$476 | ﹤0.01% | 3294 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 3367 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2962 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2853 |
|
|
2021
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q4 | $0 | Sell |
15
-37
| -71% | -$985 | ﹤0.01% | 2921 |
|
|
2020
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 2582 |
|
|
2020
Q2 | $1K | Buy |
52
+37
| +247% | +$1.01K | ﹤0.01% | 2489 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2749 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2617 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$704 | ﹤0.01% | 2814 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2172 |
|
|
2018
Q4 | $1K | Sell |
15
-89
| -86% | -$3.47K | ﹤0.01% | 3255 |
|
|
2018
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 3264 |
|
|
2018
Q2 | $4K | Buy |
104
+89
| +593% | +$3.15K | ﹤0.01% | 3327 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 3601 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 3652 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 3863 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 3843 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 3763 |
|
|
2016
Q4 | $1K | Sell |
15
-199
| -93% | -$8.11K | ﹤0.01% | 3741 |
|
|
2016
Q3 | $9K | Buy |
214
+114
| +114% | +$5.05K | ﹤0.01% | 2879 |
|
|
2016
Q2 | $4K | Buy |
100
+85
| +567% | +$3.41K | ﹤0.01% | 3219 |
|
|
2016
Q1 | $1K | Sell |
15
-85
| -85% | -$3.17K | ﹤0.01% | 2172 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4.05K | ﹤0.01% | 3047 |
|
Other funds holding AAT
AAI
VPM
SM
VCM
AAIM
IFP Advisors's AAT Position: Q1 2026 in Review
IFP Advisors reduced its American Assets Trust (AAT) stake by 51% in Q1 2026, selling an estimated $3.03K and leaving 153 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3822.
IFP Advisors first reported a position in AAT in Q4 2015 and has held it in 31 quarters since. The position peaked at $12K in Q4 2022. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.
- IFP Advisors held 153 shares of American Assets Trust worth $2.82K as of Q1 2026.
- IFP Advisors sold 162 American Assets Trust shares in Q1 2026, an estimated $3.03K.
- American Assets Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3822 holding.
- IFP Advisors first reported a position in American Assets Trust in Q4 2015 and has held it in 31 quarters since.
- IFP Advisors's American Assets Trust position peaked at $12K in Q4 2022.
- 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.