RWS
AAT

Retirement Wealth Solutions’s American Assets Trust AAT Stock Holding History

Retirement Wealth Solutions’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
Q2 		$1.33K Sell
54
-1
-2% -$22 ﹤0.01% 592
2026
Q1 		$1.01K Buy
55
+27
+96% +$506 ﹤0.01% 634
2025
Q4 		$531 Sell
28
-2
-7% -$39 ﹤0.01% 671
2025
Q3 		$610 Buy
+30
New +$605 ﹤0.01% 664

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Wealth Solutions's AAT Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its American Assets Trust (AAT) stake by 1.8% in Q2 2026, selling an estimated $22 and leaving 54 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Retirement Wealth Solutions first reported a position in AAT in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Retirement Wealth Solutions held 54 shares of American Assets Trust worth $1.33K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 American Assets Trust share in Q2 2026, an estimated $22.
  • American Assets Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #592 holding.
  • Retirement Wealth Solutions first reported a position in American Assets Trust in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.