One Wealth Advisors’s American Assets Trust AAT Stock Holding History

One Wealth 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	$329K	Buy	17,875 +1,263	+8%	+$23.7K	0.04%	237
2025 Q4	$314K	Buy	16,612 +148	+0.9%	+$2.86K	0.04%	228
2025 Q3	$335K	Buy	+16,464	New	+$332K	0.04%	223
2025 Q2	–	Sell	-13,868	Closed	-$279K	–	284
2025 Q1	$279K	Sell	13,868 -81	-0.6%	-$1.83K	0.04%	225
2024 Q4	$366K	Buy	13,949 +1,023	+8%	+$27.9K	0.05%	162
2024 Q3	$345K	Sell	12,926 -39	-0.3%	-$989	0.05%	179
2024 Q2	$326K	Sell	12,965 -295	-2%	-$6.34K	0.07%	152
2024 Q1	$291K	Buy	+13,260	New	+$293K	0.05%	180

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

One Wealth Advisors's AAT Position: Q1 2026 in Review

One Wealth Advisors increased its American Assets Trust (AAT) stake by 7.6% in Q1 2026, buying an estimated $23.7K and bringing the position to 17,875 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #237.

One Wealth Advisors first reported a position in AAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $366K in Q4 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

One Wealth Advisors held 17,875 shares of American Assets Trust worth $329K as of Q1 2026.
One Wealth Advisors bought 1,263 American Assets Trust shares in Q1 2026, an estimated $23.7K.
American Assets Trust made up 0.04% of One Wealth Advisors's portfolio in Q1 2026, its #237 holding.
One Wealth Advisors first reported a position in American Assets Trust in Q1 2024 and has held it in 8 quarters since.
One Wealth Advisors's American Assets Trust position peaked at $366K in Q4 2024.
235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.