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
Q2 		$24.6K Hold
991
– – ﹤0.01% 1894
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 $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

Smartleaf Asset Management's AAT Position: Q2 2026 in Review

Smartleaf Asset Management held its American Assets Trust (AAT) position steady in Q2 2026 at 991 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Smartleaf Asset Management first reported a position in AAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.1K in Q4 2024. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Smartleaf Asset Management held 991 shares of American Assets Trust worth $24.6K as of Q2 2026.
  • Smartleaf Asset Management left its American Assets Trust share count unchanged in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1894 holding.
  • Smartleaf Asset Management first reported a position in American Assets Trust in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's American Assets Trust position peaked at $64.1K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.