Mercer Global Advisors
AAT

Mercer Global Advisors’s American Assets Trust AAT Stock Holding History

Mercer Global Advisors’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 		$591K Buy
32,117
+3,549
+12% +$66.5K ﹤0.01% 1874
2025
Q4 		$541K Sell
28,568
-11,386
-28% -$220K ﹤0.01% 1808
2025
Q3 		$812K Buy
39,954
+12,227
+44% +$247K ﹤0.01% 1490
2025
Q2 		$548K Sell
27,727
-8,128
-23% -$158K ﹤0.01% 1524
2025
Q1 		$722K Sell
35,855
-18,126
-34% -$409K ﹤0.01% 1289
2024
Q4 		$1.42M Buy
+53,981
New +$1.47M ﹤0.01% 937
2024
Q1 		– Sell
-9,209
Closed -$207K – 1941
2023
Q4 		$207K Buy
+9,209
New +$182K ﹤0.01% 1825

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

Mercer Global Advisors's AAT Position: Q1 2026 in Review

Mercer Global Advisors increased its American Assets Trust (AAT) stake by 12% in Q1 2026, buying an estimated $66.5K and bringing the position to 32,117 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Mercer Global Advisors first reported a position in AAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Mercer Global Advisors held 32,117 shares of American Assets Trust worth $591K as of Q1 2026.
  • Mercer Global Advisors bought 3,549 American Assets Trust shares in Q1 2026, an estimated $66.5K.
  • American Assets Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1874 holding.
  • Mercer Global Advisors first reported a position in American Assets Trust in Q4 2023 and has held it in 7 quarters since.
  • Mercer Global Advisors's American Assets Trust position peaked at $1.42M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.