IA
AAT

Inspire Advisors’s American Assets Trust AAT Stock Holding History

Inspire Advisors’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 		$274K Buy
11,029
+839
+8% +$18.4K 0.02% 566
2026
Q1 		$188K Buy
+10,190
New +$191K 0.02% 634
2025
Q1 		– Sell
-8,290
Closed -$218K – 452
2024
Q4 		$218K Sell
8,290
-262
-3% -$7.15K 0.03% 349
2024
Q3 		$229K Buy
+8,552
New +$217K 0.03% 339
2024
Q2 		– Sell
-9,345
Closed -$205K – 378
2024
Q1 		$205K Buy
+9,345
New +$206K 0.03% 327
2021
Q1 		– Sell
-795
Closed -$23K – 80
2020
Q4 		$23K Buy
+795
New +$21.2K 0.01% 375

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

Inspire Advisors's AAT Position: Q2 2026 in Review

Inspire Advisors increased its American Assets Trust (AAT) stake by 8.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 11,029 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #566.

Inspire Advisors first reported a position in AAT in Q4 2020 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Inspire Advisors held 11,029 shares of American Assets Trust worth $274K as of Q2 2026.
  • Inspire Advisors bought 839 American Assets Trust shares in Q2 2026, an estimated $18.4K.
  • American Assets Trust made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #566 holding.
  • Inspire Advisors first reported a position in American Assets Trust in Q4 2020 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.