MAM
AAT

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

Mystic 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 		$285K Buy
15,460
+1,700
+12% +$31.8K 0.07% 192
2025
Q4 		$260K Buy
13,760
+1,200
+10% +$23.2K 0.06% 201
2025
Q3 		$255K Buy
12,560
+910
+8% +$18.4K 0.06% 204
2025
Q2 		$230K Buy
11,650
+1,050
+10% +$20.4K 0.06% 208
2025
Q1 		$213K Buy
10,600
+300
+3% +$6.76K 0.06% 219
2024
Q4 		$270K Buy
10,300
+200
+2% +$5.46K 0.07% 190
2024
Q3 		$270K Buy
+10,100
New +$256K 0.1% 145

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

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

Mystic Asset Management increased its American Assets Trust (AAT) stake by 12% in Q1 2026, buying an estimated $31.8K and bringing the position to 15,460 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #192.

Mystic Asset Management first reported a position in AAT in Q3 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Mystic Asset Management held 15,460 shares of American Assets Trust worth $285K as of Q1 2026.
  • Mystic Asset Management bought 1,700 American Assets Trust shares in Q1 2026, an estimated $31.8K.
  • American Assets Trust made up 0.07% of Mystic Asset Management's portfolio in Q1 2026, its #192 holding.
  • Mystic Asset Management first reported a position in American Assets Trust in Q3 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.