KI
AAT

Kula Investments’s American Assets Trust AAT Stock Holding History

Kula Investments’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
2023
Q1 		$1.37M Buy
+73,888
New +$1.8M 0.34% 50

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kula Investments's AAT Position: Q1 2023 in Review

Kula Investments opened a new position in American Assets Trust (AAT) in Q1 2023: 73,888 shares worth $1.37M. The stake represents 0.34% of the portfolio and ranks #50 among its holdings.

193 funds tracked by Wall St. Rank hold AAT as of Q1 2023.

  • Kula Investments held 73,888 shares of American Assets Trust worth $1.37M as of Q1 2023.
  • American Assets Trust was a new Kula Investments position in Q1 2023.
  • American Assets Trust made up 0.34% of Kula Investments's portfolio in Q1 2023, its #50 holding.
  • 193 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.