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
2026
Q1 		– Sell
-259
Closed -$4.9K – 593
2025
Q4 		$4.9K Buy
+259
New +$5K ﹤0.01% 1975

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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's AAT Position: Q1 2026 in Review

SageView Advisory Group sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 259 shares — an estimated $4.9K sold.

SageView Advisory Group first reported a position in AAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.9K in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • SageView Advisory Group reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 259 American Assets Trust shares in Q1 2026, an estimated $4.9K.
  • SageView Advisory Group first reported a position in American Assets Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's American Assets Trust position peaked at $4.9K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.