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
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 $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 Investing's AAT Position: Q1 2026 in Review

Inspire Investing increased its American Assets Trust (AAT) stake by 13% in Q1 2026, buying an estimated $74.5K and bringing the position to 33,719 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #423.

Inspire Investing first reported a position in AAT in Q4 2017 and has held it in 22 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Inspire Investing held 33,719 shares of American Assets Trust worth $621K as of Q1 2026.
  • Inspire Investing bought 3,977 American Assets Trust shares in Q1 2026, an estimated $74.5K.
  • American Assets Trust made up 0.04% of Inspire Investing's portfolio in Q1 2026, its #423 holding.
  • Inspire Investing first reported a position in American Assets Trust in Q4 2017 and has held it in 22 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.