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
Q1 		$2.3K Buy
+125
New +$2.34K ﹤0.01% 2260

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

Root Financial Partners's AAT Position: Q1 2026 in Review

Root Financial Partners opened a new position in American Assets Trust (AAT) in Q1 2026: 125 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #2260 among its holdings.

235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Root Financial Partners held 125 shares of American Assets Trust worth $2.3K as of Q1 2026.
  • American Assets Trust was a new Root Financial Partners position in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2260 holding.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.