PWPS
AAT

Pinnacle Wealth Planning Services’s American Assets Trust AAT Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.98K Sell
542
-116
-18% -$2.17K ﹤0.01% 1999
2025
Q4 		$12.5K Buy
+658
New +$12.7K ﹤0.01% 1924
2021
Q1 		– Sell
-2,139
Closed -$62K – 348
2020
Q4 		$62K Buy
+2,139
New +$56.9K 0.01% 681

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

Pinnacle Wealth Planning Services's AAT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its American Assets Trust (AAT) stake by 18% in Q1 2026, selling an estimated $2.17K and leaving 542 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Pinnacle Wealth Planning Services first reported a position in AAT in Q4 2020 and has held it in 3 quarters since. The position peaked at $62K in Q4 2020. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 542 shares of American Assets Trust worth $9.98K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 116 American Assets Trust shares in Q1 2026, an estimated $2.17K.
  • American Assets Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1999 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Assets Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's American Assets Trust position peaked at $62K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.