II
AAT

Inspire Investing’s American Assets Trust AAT Stock Holding History

Inspire Investing’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 		$836K Buy
33,847
+128
+0.4% +$2.81K 0.03% 423
2026
Q1 		$621K Buy
33,719
+3,977
+13% +$74.5K 0.04% 423
2025
Q4 		$563K Buy
29,742
+2,663
+10% +$51.4K 0.05% 306
2025
Q3 		$550K Buy
27,079
+3,095
+13% +$62.4K 0.05% 288
2025
Q2 		$474K Buy
23,984
+4,202
+21% +$81.7K 0.05% 295
2025
Q1 		$398K Buy
19,782
+2,677
+16% +$60.4K 0.05% 313
2024
Q4 		$449K Sell
17,105
-174
-1% -$4.75K 0.05% 314
2024
Q3 		$462K Sell
17,279
-701
-4% -$17.8K 0.05% 322
2024
Q2 		$402K Sell
17,980
-396
-2% -$8.52K 0.05% 307
2024
Q1 		$403K Sell
18,376
-927
-5% -$20.5K 0.04% 396
2023
Q4 		$435K Buy
19,303
+1,120
+6% +$22.2K 0.05% 380
2023
Q3 		$354K Buy
+18,183
New +$382K 0.05% 363
2022
Q3 		– Sell
-8,558
Closed -$254K – 755
2022
Q2 		$254K Buy
8,558
+1,022
+14% +$34.2K 0.03% 322
2022
Q1 		$286K Sell
7,536
-453
-6% -$16.6K 0.03% 336
2021
Q4 		$300K Buy
7,989
+514
+7% +$19.3K 0.03% 316
2021
Q3 		$280K Buy
+7,475
New +$284K 0.04% 336
2021
Q1 		– Sell
-14,995
Closed -$433K – 598
2020
Q4 		$433K Buy
14,995
+4,493
+43% +$120K 0.1% 231
2020
Q3 		$253K Buy
+10,502
New +$273K 0.07% 276
2020
Q2 		– Sell
-982
Closed -$25K – 487
2020
Q1 		$25K Sell
982
-3,761
-79% -$152K 0.01% 630
2019
Q4 		$218K Sell
4,743
-256
-5% -$12K 0.08% 248
2019
Q3 		$234K Buy
4,999
+377
+8% +$17.7K 0.09% 232
2019
Q2 		$218K Buy
+4,622
New +$213K 0.09% 227
2018
Q1 		– Sell
-2,529
Closed -$97K – 201
2017
Q4 		$97K Buy
+2,529
New +$99.5K 0.08% 201

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 Investing's AAT Position: Q2 2026 in Review

Inspire Investing increased its American Assets Trust (AAT) stake by 0.38% in Q2 2026, buying an estimated $2.81K and bringing the position to 33,847 shares worth $836K. The position accounts for 0.03% of the portfolio, ranked #423.

Inspire Investing first reported a position in AAT in Q4 2017 and has held it in 23 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Inspire Investing held 33,847 shares of American Assets Trust worth $836K as of Q2 2026.
  • Inspire Investing bought 128 American Assets Trust shares in Q2 2026, an estimated $2.81K.
  • American Assets Trust made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #423 holding.
  • Inspire Investing first reported a position in American Assets Trust in Q4 2017 and has held it in 23 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.