RIL
AAT

Rothschild Investment LLC’s American Assets Trust AAT Stock Holding History

Rothschild Investment LLC’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 		$6.15K Buy
249
+3
+1% +$66 ﹤0.01% 2169
2026
Q1 		$4.53K Sell
246
-10
-4% -$187 ﹤0.01% 2103
2025
Q4 		$4.85K Sell
256
-133
-34% -$2.57K ﹤0.01% 1897
2025
Q3 		$7.9K Buy
389
+39
+11% +$787 ﹤0.01% 1530
2025
Q2 		$6.91K Buy
350
+280
+400% +$5.45K ﹤0.01% 1365
2025
Q1 		$1.41K Sell
70
-10
-13% -$226 ﹤0.01% 2121
2024
Q4 		$2.1K Buy
80
+25
+45% +$682 ﹤0.01% 1772
2024
Q3 		$1.47K Buy
55
+30
+120% +$761 ﹤0.01% 1899
2024
Q2 		$560 Buy
25
+20
+400% +$430 ﹤0.01% 1939
2024
Q1 		$110 Buy
+5
New +$110 ﹤0.01% 2171

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rothschild Investment LLC's AAT Position: Q2 2026 in Review

Rothschild Investment LLC increased its American Assets Trust (AAT) stake by 1.2% in Q2 2026, buying an estimated $66 and bringing the position to 249 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Rothschild Investment LLC first reported a position in AAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.9K in Q3 2025. 94 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Rothschild Investment LLC held 249 shares of American Assets Trust worth $6.15K as of Q2 2026.
  • Rothschild Investment LLC bought 3 American Assets Trust shares in Q2 2026, an estimated $66.
  • American Assets Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2169 holding.
  • Rothschild Investment LLC first reported a position in American Assets Trust in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's American Assets Trust position peaked at $7.9K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.