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 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	New	+$14.1K	﹤0.01%	1455
2016 Q3	–	Sell	-247	Closed	-$10K	–	183
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 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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's AAT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in American Assets Trust (AAT) in Q1 2026: 160 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #3486 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in AAT as recently as Q1 2024.

Northwestern Mutual Wealth Management first reported a position in AAT in Q1 2016 and has held it in 8 quarters since. The position peaked at $15K in Q4 2016. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

Northwestern Mutual Wealth Management held 160 shares of American Assets Trust worth $2.95K as of Q1 2026.
American Assets Trust was a new Northwestern Mutual Wealth Management position in Q1 2026.
American Assets Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3486 holding.
Northwestern Mutual Wealth Management first reported a position in American Assets Trust in Q1 2016 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's American Assets Trust position peaked at $15K in Q4 2016.
235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.