JWM
AAT

JPL Wealth Management’s American Assets Trust AAT Stock Holding History

JPL Wealth 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
2026
Q1 		$1.4K Buy
+76
New +$1.42K ﹤0.01% 1091
2025
Q4 		– Sell
-76
Closed -$1.54K – 117
2025
Q3 		$1.54K Buy
+76
New +$1.53K ﹤0.01% 920

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

JPL Wealth Management's AAT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in American Assets Trust (AAT) in Q1 2026: 76 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AAT as recently as Q3 2025.

JPL Wealth Management first reported a position in AAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.54K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • JPL Wealth Management held 76 shares of American Assets Trust worth $1.4K as of Q1 2026.
  • American Assets Trust was a new JPL Wealth Management position in Q1 2026.
  • American Assets Trust made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1091 holding.
  • JPL Wealth Management first reported a position in American Assets Trust in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's American Assets Trust position peaked at $1.54K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.