Lazard Asset Management
AAT

Lazard Asset Management’s American Assets Trust AAT Stock Holding History

Lazard Asset 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 		$1.07M Sell
58,028
-4,774
-8% -$89.4K ﹤0.01% 1136
2025
Q4 		$1.19M Sell
62,802
-8,450
-12% -$163K ﹤0.01% 1100
2025
Q3 		$1.45M Sell
71,252
-3,379
-5% -$68.1K ﹤0.01% 992
2025
Q2 		$1.47M Sell
74,631
-6,818
-8% -$133K ﹤0.01% 1125
2025
Q1 		$1.64M Buy
81,449
+31,256
+62% +$705K ﹤0.01% 1032
2024
Q4 		$1.32M Buy
50,193
+27,436
+121% +$749K ﹤0.01% 1031
2024
Q3 		$607K Sell
22,757
-1,191
-5% -$30.2K ﹤0.01% 1306
2024
Q2 		$535K Buy
+23,948
New +$515K ﹤0.01% 1174
2023
Q2 		– Sell
-2,516
Closed -$46K – 2273
2023
Q1 		$46K Sell
2,516
-8,236
-77% -$201K ﹤0.01% 1823
2022
Q4 		$284K Buy
10,752
+9,300
+640% +$252K ﹤0.01% 1232
2022
Q3 		$37K Hold
1,452
– – ﹤0.01% 1911
2022
Q2 		$43K Buy
1,452
+980
+208% +$32.8K ﹤0.01% 1877
2022
Q1 		$17K Hold
472
– – ﹤0.01% 2090
2021
Q4 		$17K Buy
472
+197
+72% +$7.41K ﹤0.01% 2072
2021
Q3 		$10K Buy
+275
New +$10.4K ﹤0.01% 2070
2020
Q4 		– Sell
-714
Closed -$17K – 1826
2020
Q3 		$17K Hold
714
– – ﹤0.01% 1444
2020
Q2 		$19K Sell
714
-123
-15% -$3.37K ﹤0.01% 1444
2020
Q1 		$20K Buy
+837
New +$33.9K ﹤0.01% 1435
2019
Q4 		– Sell
-285
Closed -$13K – 1512
2019
Q3 		$13K Buy
+285
New +$13.4K ﹤0.01% 1210

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

Lazard Asset Management's AAT Position: Q1 2026 in Review

Lazard Asset Management reduced its American Assets Trust (AAT) stake by 7.6% in Q1 2026, selling an estimated $89.4K and leaving 58,028 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Lazard Asset Management first reported a position in AAT in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Lazard Asset Management held 58,028 shares of American Assets Trust worth $1.07M as of Q1 2026.
  • Lazard Asset Management sold 4,774 American Assets Trust shares in Q1 2026, an estimated $89.4K.
  • American Assets Trust made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1136 holding.
  • Lazard Asset Management first reported a position in American Assets Trust in Q3 2019 and has held it in 19 quarters since.
  • Lazard Asset Management's American Assets Trust position peaked at $1.64M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.