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
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 $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

Inspire Advisors's AAT Position: Q1 2026 in Review

Inspire Advisors opened a new position in American Assets Trust (AAT) in Q1 2026: 10,190 shares worth $188K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in AAT as recently as Q4 2024.

Inspire Advisors first reported a position in AAT in Q4 2020 and has held it in 5 quarters since. The position peaked at $229K in Q3 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Inspire Advisors held 10,190 shares of American Assets Trust worth $188K as of Q1 2026.
  • American Assets Trust was a new Inspire Advisors position in Q1 2026.
  • American Assets Trust made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #634 holding.
  • Inspire Advisors first reported a position in American Assets Trust in Q4 2020 and has held it in 5 quarters since.
  • Inspire Advisors's American Assets Trust position peaked at $229K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.