MassMutual Private Wealth & Trust’s American Assets Trust AAT Stock Holding History

MassMutual Private Wealth & Trust’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	$5.43K	Hold	220	–	–	﹤0.01%	1645
2026 Q1	$4.05K	Buy	220 +21	+11%	+$393	﹤0.01%	1758
2025 Q4	$3.77K	Sell	199 -154	-44%	-$2.97K	﹤0.01%	1797
2025 Q3	$7.17K	Hold	353	–	–	﹤0.01%	1534
2025 Q2	$6.97K	Buy	353 +223	+172%	+$4.34K	﹤0.01%	1496
2025 Q1	$2.62K	Hold	130	–	–	﹤0.01%	1834
2024 Q4	$3.41K	Hold	130	–	–	﹤0.01%	1670
2024 Q3	$3.47K	Hold	130	–	–	﹤0.01%	1488
2024 Q2	$2.91K	Hold	130	–	–	﹤0.01%	1509
2024 Q1	$2.85K	Hold	130	–	–	﹤0.01%	1436
2023 Q4	$2.93K	Sell	130 -208	-62%	-$4.12K	﹤0.01%	1389
2023 Q3	$6.57K	Sell	338 -57	-14%	-$1.2K	﹤0.01%	1154
2023 Q2	$7.58K	Buy	395 +60	+18%	+$1.12K	﹤0.01%	1062
2023 Q1	$6.23K	Buy	335 +308	+1,141%	+$7.5K	﹤0.01%	1095
2022 Q4	$1K	Sell	27 -29	-52%	-$785	﹤0.01%	1379
2022 Q3	$1K	Buy	+56	New	+$1.6K	﹤0.01%	1332
2022 Q2	–	Sell	-50	Closed	-$2K	–	1487
2022 Q1	$2K	Buy	+50	New	+$1.83K	﹤0.01%	1112

Other funds holding AAT

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's AAT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its American Assets Trust (AAT) position steady in Q2 2026 at 220 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

MassMutual Private Wealth & Trust first reported a position in AAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.58K in Q2 2023. 55 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

MassMutual Private Wealth & Trust held 220 shares of American Assets Trust worth $5.43K as of Q2 2026.
MassMutual Private Wealth & Trust left its American Assets Trust share count unchanged in Q2 2026.
American Assets Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1645 holding.
MassMutual Private Wealth & Trust first reported a position in American Assets Trust in Q1 2022 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's American Assets Trust position peaked at $7.58K in Q2 2023.
55 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.