LFG
AAT

Larson Financial Group’s American Assets Trust AAT Stock Holding History

Larson Financial Group’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 		$5.39K Buy
+293
New +$5.49K ﹤0.01% 2570
2025
Q3 		– Sell
-10
Closed -$198 – 3428
2025
Q2 		$198 Buy
+10
New +$195 ﹤0.01% 3060
2025
Q1 		– Sell
-114
Closed -$2.99K – 3067
2024
Q4 		$2.99K Buy
+114
New +$3.11K ﹤0.01% 1789

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

Larson Financial Group's AAT Position: Q1 2026 in Review

Larson Financial Group opened a new position in American Assets Trust (AAT) in Q1 2026: 293 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in AAT as recently as Q2 2025.

Larson Financial Group first reported a position in AAT in Q4 2024 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Larson Financial Group held 293 shares of American Assets Trust worth $5.39K as of Q1 2026.
  • American Assets Trust was a new Larson Financial Group position in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2570 holding.
  • Larson Financial Group first reported a position in American Assets Trust in Q4 2024 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.