MCM
AAT

MAI Capital Management’s American Assets Trust AAT Stock Holding History

MAI Capital 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 		$3.76K Buy
204
+142
+229% +$2.66K ﹤0.01% 3653
2025
Q4 		$1.17K Buy
+62
New +$1.2K ﹤0.01% 3583
2025
Q3 		– Sell
-293
Closed -$5.79K – 3803
2025
Q2 		$5.79K Buy
+293
New +$5.7K ﹤0.01% 2989
2025
Q1 		– Sell
-46
Closed -$1.21K – 3440
2024
Q4 		$1.21K Buy
+46
New +$1.26K ﹤0.01% 3149

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

MAI Capital Management's AAT Position: Q1 2026 in Review

MAI Capital Management increased its American Assets Trust (AAT) stake by 229% in Q1 2026, buying an estimated $2.66K and bringing the position to 204 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

MAI Capital Management first reported a position in AAT in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.79K in Q2 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • MAI Capital Management held 204 shares of American Assets Trust worth $3.76K as of Q1 2026.
  • MAI Capital Management bought 142 American Assets Trust shares in Q1 2026, an estimated $2.66K.
  • American Assets Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3653 holding.
  • MAI Capital Management first reported a position in American Assets Trust in Q4 2024 and has held it in 4 quarters since.
  • MAI Capital Management's American Assets Trust position peaked at $5.79K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

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