RFP
AAT

Root Financial Partners’s American Assets Trust AAT Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-125
Closed -$2.3K – 416
2026
Q1 		$2.3K Buy
+125
New +$2.34K ﹤0.01% 2260

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's AAT Position: Q2 2026 in Review

Root Financial Partners sold out of American Assets Trust (AAT) in Q2 2026, closing a stake of 125 shares — an estimated $2.3K sold.

Root Financial Partners first reported a position in AAT in Q1 2026 and held it in 1 quarter. The position peaked at $2.3K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Root Financial Partners reported no remaining American Assets Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 125 American Assets Trust shares in Q2 2026, an estimated $2.3K.
  • Root Financial Partners first reported a position in American Assets Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's American Assets Trust position peaked at $2.3K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.