Simplex Trading
AAT

Simplex Trading’s American Assets Trust AAT Stock Holding History

Simplex Trading’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 		$4.94K Sell
200
-400
-67% -$8.77K ﹤0.01% 8184
2026
Q1 		$11K Buy
600
+500
+500% +$9.37K ﹤0.01% 7274
2025
Q4 		$1.89K Buy
+100
New +$1.93K ﹤0.01% 7853
2025
Q1 		– Sell
-2,400
Closed -$63K – 8366
2024
Q4 		$63K Buy
+2,400
New +$65.5K ﹤0.01% 5620
2024
Q1 		– Sell
-100
Closed -$2K – 8702
2023
Q4 		$2K Hold
100
– – ﹤0.01% 8198
2023
Q3 		$1K Sell
100
-1,200
-92% -$25.2K ﹤0.01% 8224
2023
Q2 		$24K Buy
1,300
+1,200
+1,200% +$22.5K ﹤0.01% 6564
2023
Q1 		$1K Sell
100
-1,100
-92% -$26.8K ﹤0.01% 8618
2022
Q4 		$31K Buy
+1,200
New +$32.5K ﹤0.01% 6408
2022
Q3 		– Sell
-100
Closed -$2K – 9774
2022
Q2 		$2K Buy
+100
New +$3.35K ﹤0.01% 9278
2022
Q1 		– Sell
-100
Closed -$3K – 10253
2021
Q4 		$3K Sell
100
-500
-83% -$18.8K ﹤0.01% 9782
2021
Q3 		$22K Hold
600
– – ﹤0.01% 8339
2021
Q2 		$22K Buy
600
+587
+4,515% +$20.9K ﹤0.01% 8483
2021
Q1 		$42K Buy
13
+9
+225% +$278 ﹤0.01% 6802
2020
Q4 		$11K Buy
+4
New +$106 ﹤0.01% 7332
2020
Q2 		– Sell
-8
Closed -$20K – 7485
2020
Q1 		$20K Buy
8
+4
+100% +$162 ﹤0.01% 5938
2019
Q4 		$18K Buy
+4
New +$187 ﹤0.01% 6007
2019
Q3 		– Sell
-9
Closed -$42K – 7148
2019
Q2 		$42K Buy
+9
New +$414 ﹤0.01% 5007
2019
Q1 		– Sell
-8
Closed -$32K – 7029
2018
Q4 		$32K Sell
8
-9
-53% -$351 ﹤0.01% 4947
2018
Q3 		$63K Sell
17
-53
-76% -$2.03K ﹤0.01% 4925
2018
Q2 		$268K Buy
+70
New +$2.48K ﹤0.01% 3147

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Simplex Trading's AAT Position: Q2 2026 in Review

Simplex Trading sold out of American Assets Trust (AAT) in Q2 2026, closing a stake of 613 shares — an estimated $13.4K sold.

Simplex Trading first reported a position in AAT in Q2 2017 and held it in 24 quarters. The position peaked at $172K in Q4 2020. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Simplex Trading reported no remaining American Assets Trust position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 613 American Assets Trust shares in Q2 2026, an estimated $13.4K.
  • Simplex Trading first reported a position in American Assets Trust in Q2 2017 and held it in 24 quarters.
  • Simplex Trading's American Assets Trust position peaked at $172K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.