PWA
AAT

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

Physician 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 		– Sell
-53
Closed -$1K – 2058
2025
Q4 		$1K Buy
+53
New +$1.02K ﹤0.01% 1621

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

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

Physician Wealth Advisors sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 53 shares — an estimated $1K sold.

Physician Wealth Advisors first reported a position in AAT in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Physician Wealth Advisors reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 53 American Assets Trust shares in Q1 2026, an estimated $1K.
  • Physician Wealth Advisors first reported a position in American Assets Trust in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's American Assets Trust position peaked at $1K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.