Institutional & Family Asset Management’s American Assets Trust AAT Stock Holding History

Institutional & Family Asset Management’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
2022 Q4	–	Sell	-26	Closed	-$1K	–	720
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	603
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	621
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	667
2021 Q4	$1K	Sell	26 -26	-50%	-$977	﹤0.01%	692
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	750
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	798
2021 Q1	$2K	Hold	52	–	–	﹤0.01%	771
2020 Q4	$2K	Buy	52 +25	+93%	+$665	﹤0.01%	741
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	759
2020 Q2	$1K	Buy	+27	New	+$739	﹤0.01%	744

Other funds holding AAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institutional & Family Asset Management's AAT Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of American Assets Trust (AAT) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in AAT in Q2 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 192 funds tracked by Wall St. Rank hold AAT as of Q4 2022.

Institutional & Family Asset Management reported no remaining American Assets Trust position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 26 American Assets Trust shares in Q4 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in American Assets Trust in Q2 2020 and held it in 10 quarters.
Institutional & Family Asset Management's American Assets Trust position peaked at $2K in Q3 2021.
192 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.