Stifel Financial
AAT

Stifel Financial’s American Assets Trust AAT Stock Holding History

Stifel Financial’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 		$286K Buy
+11,584
New +$254K ﹤0.01% 3315
2017
Q4 		– Sell
-5,550
Closed -$222K – 2646
2017
Q3 		$222K Buy
+5,550
New +$223K ﹤0.01% 2312

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

Stifel Financial's AAT Position: Q2 2026 in Review

Stifel Financial opened a new position in American Assets Trust (AAT) in Q2 2026: 11,584 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #3315 among its holdings. This is a return to the name: Stifel Financial previously reported a position in AAT as recently as Q3 2017.

Stifel Financial first reported a position in AAT in Q3 2017 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Stifel Financial held 11,584 shares of American Assets Trust worth $286K as of Q2 2026.
  • American Assets Trust was a new Stifel Financial position in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3315 holding.
  • Stifel Financial first reported a position in American Assets Trust in Q3 2017 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.