Northwestern Mutual Wealth Management
AAT

Northwestern Mutual Wealth Management’s American Assets Trust AAT Stock Holding History

Northwestern Mutual Wealth 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
Q2 		– Sell
-160
Closed -$2.95K – 4081
2026
Q1 		$2.95K Buy
+160
New +$3K ﹤0.01% 3486
2024
Q2 		– Sell
-75
Closed -$1.64K – 3483
2024
Q1 		$1.64K Hold
75
– – ﹤0.01% 3094
2023
Q4 		$1.69K Buy
+75
New +$1.49K ﹤0.01% 3087
2021
Q1 		– Sell
-41
Closed -$1K – 2741
2020
Q4 		$1K Buy
41
+13
+46% +$346 ﹤0.01% 2579
2020
Q3 		$1K Buy
+28
New +$727 ﹤0.01% 2412
2017
Q1 		– Sell
-347
Closed -$15K – 1982
2016
Q4 		$15K Buy
347
+52
+18% +$2.12K ﹤0.01% 1455
2016
Q3 		$13K Buy
295
+48
+19% +$2.13K ﹤0.01% 1397
2016
Q2 		$10K Buy
247
+33
+15% +$1.32K ﹤0.01% 1359
2016
Q1 		$9K Buy
+214
New +$7.99K ﹤0.01% 1460

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

Northwestern Mutual Wealth Management's AAT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of American Assets Trust (AAT) in Q2 2026, closing a stake of 160 shares — an estimated $2.95K sold.

Northwestern Mutual Wealth Management first reported a position in AAT in Q1 2016 and held it in 9 quarters. The position peaked at $15K in Q4 2016. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining American Assets Trust position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 160 American Assets Trust shares in Q2 2026, an estimated $2.95K.
  • Northwestern Mutual Wealth Management first reported a position in American Assets Trust in Q1 2016 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's American Assets Trust position peaked at $15K in Q4 2016.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.