ORG Wealth Partners’s American Assets Trust AAT Stock Holding History

ORG Wealth Partners’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 Q3	$488	Buy	+23	New	+$533	﹤0.01%	2066

Other funds holding AAT

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ORG Wealth Partners's AAT Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in American Assets Trust (AAT) in Q3 2026: 23 shares worth $488. The stake represents ﹤0.01% of the portfolio and ranks #2066 among its holdings.

175 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

ORG Wealth Partners held 23 shares of American Assets Trust worth $488 as of Q3 2026.
American Assets Trust was a new ORG Wealth Partners position in Q3 2026.
American Assets Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2066 holding.
175 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.