NRD
AAT

Nebula Research & Development’s American Assets Trust AAT Stock Holding History

Nebula Research & Development’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
2025
Q3 		– Sell
-11,612
Closed -$229K – 4
2025
Q2 		$229K Buy
11,612
+307
+3% +$5.97K 0.02% 859
2025
Q1 		$228K Buy
+11,305
New +$255K 0.02% 839
2024
Q1 		– Sell
-24,198
Closed -$545K – 706
2023
Q4 		$545K Buy
+24,198
New +$479K 0.16% 225
2023
Q2 		– Sell
-17,100
Closed -$318K – 326
2023
Q1 		$318K Buy
+17,100
New +$417K 0.56% 92

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nebula Research & Development's AAT Position: Q3 2025 in Review

Nebula Research & Development sold out of American Assets Trust (AAT) in Q3 2025, closing a stake of 11,612 shares — an estimated $229K sold.

Nebula Research & Development first reported a position in AAT in Q1 2023 and held it in 4 quarters. The position peaked at $545K in Q4 2023. 233 funds tracked by Wall St. Rank hold AAT as of Q3 2025.

  • Nebula Research & Development reported no remaining American Assets Trust position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 11,612 American Assets Trust shares in Q3 2025, an estimated $229K.
  • Nebula Research & Development first reported a position in American Assets Trust in Q1 2023 and held it in 4 quarters.
  • Nebula Research & Development's American Assets Trust position peaked at $545K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.