KFA
AAT

Kelleher Financial Advisors’s American Assets Trust AAT Stock Holding History

Kelleher Financial 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 		$1.24K Buy
+50
New +$1.1K ﹤0.01% 795

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

Kelleher Financial Advisors's AAT Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in American Assets Trust (AAT) in Q2 2026: 50 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

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

  • Kelleher Financial Advisors held 50 shares of American Assets Trust worth $1.24K as of Q2 2026.
  • American Assets Trust was a new Kelleher Financial Advisors position in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #795 holding.
  • 243 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.