RWM
AAT

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

Ritholtz Wealth Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$611K Sell
30,929
-22,895
-43% -$452K 0.01% 586
2025
Q1 		$1.08M Sell
53,824
-43,457
-45% -$875K 0.03% 382
2024
Q4 		$2.55M Buy
97,281
+17,254
+22% +$453K 0.08% 186
2024
Q3 		$2.14M Buy
80,027
+58,803
+277% +$1.57M 0.06% 214
2024
Q2 		$475K Buy
+21,224
New +$475K 0.02% 545