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
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 $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

New Age Alpha Advisors's AAT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its American Assets Trust (AAT) stake by 3.6% in Q1 2026, selling an estimated $39.3K and leaving 55,452 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #405.

New Age Alpha Advisors first reported a position in AAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • New Age Alpha Advisors held 55,452 shares of American Assets Trust worth $1.02M as of Q1 2026.
  • New Age Alpha Advisors sold 2,099 American Assets Trust shares in Q1 2026, an estimated $39.3K.
  • American Assets Trust made up 0.05% of New Age Alpha Advisors's portfolio in Q1 2026, its #405 holding.
  • New Age Alpha Advisors first reported a position in American Assets Trust in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's American Assets Trust position peaked at $1.71M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.