SAG
AAT

SageView Advisory Group’s American Assets Trust AAT Stock Holding History

SageView Advisory Group’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
2025
Q4 		$4.9K Buy
+259
New +$5K ﹤0.01% 1975

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's AAT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in American Assets Trust (AAT) in Q4 2025: 259 shares worth $4.9K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

  • SageView Advisory Group held 259 shares of American Assets Trust worth $4.9K as of Q4 2025.
  • American Assets Trust was a new SageView Advisory Group position in Q4 2025.
  • American Assets Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1975 holding.
  • 229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.