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 Q2	$1.2M	Buy	48,540 +16,423	+51%	+$360K	﹤0.01%	1626
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 New York $6.73T AUM 46.02% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mercer Global Advisors's AAT Position: Q2 2026 in Review

Mercer Global Advisors increased its American Assets Trust (AAT) stake by 51% in Q2 2026, buying an estimated $360K and bringing the position to 48,540 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Mercer Global Advisors first reported a position in AAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2024. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

Mercer Global Advisors held 48,540 shares of American Assets Trust worth $1.2M as of Q2 2026.
Mercer Global Advisors bought 16,423 American Assets Trust shares in Q2 2026, an estimated $360K.
American Assets Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1626 holding.
Mercer Global Advisors first reported a position in American Assets Trust in Q4 2023 and has held it in 8 quarters since.
Mercer Global Advisors's American Assets Trust position peaked at $1.42M in Q4 2024.
244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.