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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,694
Closed -$259K – 1192
2025
Q4 		$259K Sell
13,694
-6,950
-34% -$134K ﹤0.01% 966
2025
Q3 		$419K Sell
20,644
-10,285
-33% -$207K 0.01% 731
2025
Q2 		$611K Sell
30,929
-22,895
-43% -$445K 0.01% 586
2025
Q1 		$1.08M Sell
53,824
-43,457
-45% -$980K 0.03% 382
2024
Q4 		$2.55M Buy
97,281
+17,254
+22% +$471K 0.08% 186
2024
Q3 		$2.14M Buy
80,027
+58,803
+277% +$1.49M 0.06% 214
2024
Q2 		$475K Buy
+21,224
New +$457K 0.02% 546

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

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

Ritholtz Wealth Management sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 13,694 shares — an estimated $259K sold.

Ritholtz Wealth Management first reported a position in AAT in Q2 2024 and held it in 7 quarters. The position peaked at $2.55M in Q4 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,694 American Assets Trust shares in Q1 2026, an estimated $259K.
  • Ritholtz Wealth Management first reported a position in American Assets Trust in Q2 2024 and held it in 7 quarters.
  • Ritholtz Wealth Management's American Assets Trust position peaked at $2.55M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.