RA
AAT

Rise Advisors’s American Assets Trust AAT Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-674
Closed -$13.7K – 103
2025
Q3 		$13.7K Sell
674
-41
-6% -$827 ﹤0.01% 815
2025
Q2 		$14.1K Buy
715
+63
+10% +$1.23K 0.01% 777
2025
Q1 		$13.1K Buy
652
+10
+2% +$226 0.01% 792
2024
Q4 		$16.9K Buy
642
+8
+1% +$218 0.01% 766
2024
Q3 		$16.9K Buy
634
+8
+1% +$203 0.01% 795
2024
Q2 		$14K Buy
626
+9
+1% +$194 0.01% 866
2024
Q1 		$13.5K Buy
+617
New +$13.6K 0.01% 930

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's AAT Position: Q4 2025 in Review

Rise Advisors sold out of American Assets Trust (AAT) in Q4 2025, closing a stake of 674 shares — an estimated $13.7K sold.

Rise Advisors first reported a position in AAT in Q1 2024 and held it in 7 quarters. The position peaked at $16.9K in Q3 2024. 229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

  • Rise Advisors reported no remaining American Assets Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 674 American Assets Trust shares in Q4 2025, an estimated $13.7K.
  • Rise Advisors first reported a position in American Assets Trust in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's American Assets Trust position peaked at $16.9K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.