RWM
AAT

Rialto Wealth Management’s American Assets Trust AAT Stock Holding History

Rialto Wealth Management’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 		$498 Hold
27
– – ﹤0.01% 1388
2025
Q4 		$512 Hold
27
– – ﹤0.01% 1260
2025
Q3 		$549 Hold
27
– – ﹤0.01% 1179
2025
Q2 		$534 Buy
+27
New +$525 ﹤0.01% 1120

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

Rialto Wealth Management's AAT Position: Q1 2026 in Review

Rialto Wealth Management held its American Assets Trust (AAT) position steady in Q1 2026 at 27 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Rialto Wealth Management first reported a position in AAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $549 in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Rialto Wealth Management held 27 shares of American Assets Trust worth $498 as of Q1 2026.
  • Rialto Wealth Management left its American Assets Trust share count unchanged in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1388 holding.
  • Rialto Wealth Management first reported a position in American Assets Trust in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's American Assets Trust position peaked at $549 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.