SIS
AAT

Sound Income Strategies’s American Assets Trust AAT Stock Holding History

Sound Income Strategies’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
-262
Closed -$4.7K – 2594
2025
Q4 		$4.7K Buy
+262
New +$5.06K ﹤0.01% 1836

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
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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Sound Income Strategies's AAT Position: Q1 2026 in Review

Sound Income Strategies sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 262 shares — an estimated $4.7K sold.

Sound Income Strategies first reported a position in AAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.7K in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Sound Income Strategies reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 262 American Assets Trust shares in Q1 2026, an estimated $4.7K.
  • Sound Income Strategies first reported a position in American Assets Trust in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's American Assets Trust position peaked at $4.7K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.