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 Q3	$1.32K	Buy	62 +8	+15%	+$185	﹤0.01%	686
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vert Asset Management Sausalito, California $338M AUM 6.94% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Wealth Solutions's AAT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its American Assets Trust (AAT) stake by 15% in Q3 2026, buying an estimated $185 and bringing the position to 62 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Retirement Wealth Solutions first reported a position in AAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.33K in Q2 2026. 55 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

Retirement Wealth Solutions held 62 shares of American Assets Trust worth $1.32K as of Q3 2026.
Retirement Wealth Solutions bought 8 American Assets Trust shares in Q3 2026, an estimated $185.
American Assets Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #686 holding.
Retirement Wealth Solutions first reported a position in American Assets Trust in Q3 2025 and has held it in 5 quarters since.
Retirement Wealth Solutions's American Assets Trust position peaked at $1.33K in Q2 2026.
55 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.