SL
AAT

Salomon & Ludwin’s American Assets Trust AAT Stock Holding History

Salomon & Ludwin’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
-323
Closed -$5.98K – 2093
2025
Q4 		$5.98K Sell
323
-64
-17% -$1.24K ﹤0.01% 1717
2025
Q3 		$7.89K Buy
+387
New +$7.8K ﹤0.01% 1482

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

Salomon & Ludwin's AAT Position: Q1 2026 in Review

Salomon & Ludwin sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 323 shares — an estimated $5.98K sold.

Salomon & Ludwin first reported a position in AAT in Q3 2025 and held it in 2 quarters. The position peaked at $7.89K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Salomon & Ludwin reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
  • Salomon & Ludwin sold 323 American Assets Trust shares in Q1 2026, an estimated $5.98K.
  • Salomon & Ludwin first reported a position in American Assets Trust in Q3 2025 and held it in 2 quarters.
  • Salomon & Ludwin's American Assets Trust position peaked at $7.89K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.