JFS Wealth Advisors’s American Assets Trust AAT Stock Holding History

JFS Wealth 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	$223	Buy	+9	New	+$197	﹤0.01%	2132

Other funds holding AAT

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

JFS Wealth Advisors's AAT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in American Assets Trust (AAT) in Q2 2026: 9 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #2132 among its holdings.

45 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

JFS Wealth Advisors held 9 shares of American Assets Trust worth $223 as of Q2 2026.
American Assets Trust was a new JFS Wealth Advisors position in Q2 2026.
American Assets Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2132 holding.
45 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.