NAAA
AAT

New Age Alpha Advisors’s American Assets Trust AAT Stock Holding History

New Age Alpha 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 		– Sell
-55,452
Closed -$1.02M – 928
2026
Q1 		$1.02M Sell
55,452
-2,099
-4% -$39.3K 0.05% 405
2025
Q4 		$1.09M Buy
57,551
+20,184
+54% +$390K 0.05% 390
2025
Q3 		$759K Sell
37,367
-792
-2% -$16K 0.03% 452
2025
Q2 		$754K Sell
38,159
-46,988
-55% -$914K 0.03% 449
2025
Q1 		$1.71M Buy
85,147
+21,151
+33% +$477K 0.08% 341
2024
Q4 		$1.68M Buy
+63,996
New +$1.75M 0.07% 353

Other funds holding AAT

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
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

New Age Alpha Advisors's AAT Position: Q2 2026 in Review

New Age Alpha Advisors sold out of American Assets Trust (AAT) in Q2 2026, closing a stake of 55,452 shares — an estimated $1.02M sold.

New Age Alpha Advisors first reported a position in AAT in Q4 2024 and held it in 6 quarters. The position peaked at $1.71M in Q1 2025. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • New Age Alpha Advisors reported no remaining American Assets Trust position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 55,452 American Assets Trust shares in Q2 2026, an estimated $1.02M.
  • New Age Alpha Advisors first reported a position in American Assets Trust in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's American Assets Trust position peaked at $1.71M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.