SAM
AAT

Smartleaf Asset Management’s American Assets Trust AAT Stock Holding History

Smartleaf Asset Management’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 		$18.2K Sell
991
-321
-24% -$6.01K ﹤0.01% 2017
2025
Q4 		$25K Sell
1,312
-115
-8% -$2.22K ﹤0.01% 1912
2025
Q3 		$28.8K Buy
1,427
+696
+95% +$14K ﹤0.01% 1658
2025
Q2 		$14.5K Sell
731
-1,286
-64% -$25K ﹤0.01% 1693
2025
Q1 		$40.4K Sell
2,017
-446
-18% -$10.1K ﹤0.01% 1259
2024
Q4 		$64.1K Buy
2,463
+1,711
+228% +$46.7K 0.01% 1061
2024
Q3 		$20K Sell
752
-95
-11% -$2.41K ﹤0.01% 1342
2024
Q2 		$18.3K Buy
847
+761
+885% +$16.4K ﹤0.01% 1074
2024
Q1 		$1.86K Buy
86
+43
+100% +$949 ﹤0.01% 1488
2023
Q4 		$0 Buy
+43
New +$852 ﹤0.01% 1115

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

Smartleaf Asset Management's AAT Position: Q1 2026 in Review

Smartleaf Asset Management reduced its American Assets Trust (AAT) stake by 24% in Q1 2026, selling an estimated $6.01K and leaving 991 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Smartleaf Asset Management first reported a position in AAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $64.1K in Q4 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Smartleaf Asset Management held 991 shares of American Assets Trust worth $18.2K as of Q1 2026.
  • Smartleaf Asset Management sold 321 American Assets Trust shares in Q1 2026, an estimated $6.01K.
  • American Assets Trust made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2017 holding.
  • Smartleaf Asset Management first reported a position in American Assets Trust in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's American Assets Trust position peaked at $64.1K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.