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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 17 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.
  • 17 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.