Nisa Investment Advisors
AAT

Nisa Investment Advisors’s American Assets Trust AAT Stock Holding History

Nisa Investment 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 		$107K Sell
5,817
-2,545
-30% -$47.7K ﹤0.01% 1396
2025
Q4 		$158K Sell
8,362
-2,839
-25% -$54.8K ﹤0.01% 1289
2025
Q3 		$228K Sell
11,201
-1,559
-12% -$31.4K ﹤0.01% 1219
2025
Q2 		$252K Sell
12,760
-3,903
-23% -$75.9K ﹤0.01% 1160
2025
Q1 		$336K Sell
16,663
-1,826
-10% -$41.2K ﹤0.01% 1098
2024
Q4 		$486K Sell
18,489
-1,676
-8% -$45.8K ﹤0.01% 1070
2024
Q3 		$539K Sell
20,165
-3,235
-14% -$82.1K ﹤0.01% 1028
2024
Q2 		$524K Buy
23,400
+104
+0.4% +$2.24K ﹤0.01% 1073
2024
Q1 		$510K Buy
23,296
+644
+3% +$14.2K ﹤0.01% 1075
2023
Q4 		$510K Sell
22,652
-2,246
-9% -$44.5K ﹤0.01% 1047
2023
Q3 		$484K Buy
24,898
+1,173
+5% +$24.6K ﹤0.01% 1074
2023
Q2 		$456K Buy
23,725
+2,106
+10% +$39.5K ﹤0.01% 1099
2023
Q1 		$402K Buy
21,619
+2,159
+11% +$52.6K ﹤0.01% 1126
2022
Q4 		$516K Hold
19,460
– – ﹤0.01% 1105
2022
Q3 		$501K Sell
19,460
-8,539
-30% -$244K ﹤0.01% 1028
2022
Q2 		$832K Sell
27,999
-3,453
-11% -$116K 0.01% 878
2022
Q1 		$1.19M Buy
+31,452
New +$1.15M 0.01% 809
2021
Q4 		– Sell
-32,103
Closed -$1.2K – 2138
2021
Q3 		$1.2K Buy
32,103
+4,139
+15% +$157K 0.01% 851
2021
Q2 		$1.04K Sell
27,964
-1,453
-5% -$51.8K 0.01% 922
2021
Q1 		$954 Sell
29,417
-2,328
-7% -$72K 0.01% 971
2020
Q4 		$917K Buy
31,745
+2,840
+10% +$75.6K 0.01% 964
2020
Q3 		$696K Buy
28,905
+1,806
+7% +$46.9K 0.01% 932
2020
Q2 		$754K Buy
27,099
+10,949
+68% +$300K 0.01% 886
2020
Q1 		$404K Sell
16,150
-1,668
-9% -$67.5K ﹤0.01% 994
2019
Q4 		$818K Buy
17,818
+3,194
+22% +$149K 0.01% 946
2019
Q3 		$684K Buy
14,624
+8,975
+159% +$421K 0.01% 988
2019
Q2 		$266K Buy
5,649
+2,694
+91% +$124K ﹤0.01% 1260
2019
Q1 		$136K Buy
2,955
+2,205
+294% +$95.4K ﹤0.01% 1381
2018
Q4 		$30K Buy
750
+500
+200% +$19.5K ﹤0.01% 1498
2018
Q3 		$9K Sell
250
-10
-4% -$384 ﹤0.01% 1752
2018
Q2 		$10K Hold
260
– – ﹤0.01% 1730
2018
Q1 		$9K Sell
260
-200
-43% -$6.79K ﹤0.01% 1678
2017
Q4 		$18K Hold
460
– – ﹤0.01% 1568
2017
Q3 		$18K Hold
460
– – ﹤0.01% 1554
2017
Q2 		$18K Buy
460
+300
+188% +$12.3K ﹤0.01% 1510
2017
Q1 		$7K Sell
160
-140
-47% -$6K ﹤0.01% 1751
2016
Q4 		$13K Hold
300
– – ﹤0.01% 1749
2016
Q3 		$13K Hold
300
– – ﹤0.01% 1754
2016
Q2 		$13K Hold
300
– – ﹤0.01% 1735
2016
Q1 		$12K Buy
+300
New +$11.2K ﹤0.01% 1737

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

Nisa Investment Advisors's AAT Position: Q1 2026 in Review

Nisa Investment Advisors reduced its American Assets Trust (AAT) stake by 30% in Q1 2026, selling an estimated $47.7K and leaving 5,817 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Nisa Investment Advisors first reported a position in AAT in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.19M in Q1 2022. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Nisa Investment Advisors held 5,817 shares of American Assets Trust worth $107K as of Q1 2026.
  • Nisa Investment Advisors sold 2,545 American Assets Trust shares in Q1 2026, an estimated $47.7K.
  • American Assets Trust made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1396 holding.
  • Nisa Investment Advisors first reported a position in American Assets Trust in Q1 2016 and has held it in 40 quarters since.
  • Nisa Investment Advisors's American Assets Trust position peaked at $1.19M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.