SS
AAT

Sunbelt Securities’s American Assets Trust AAT Stock Holding History

Sunbelt Securities’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 		$405 Sell
22
-22
-50% -$412 ﹤0.01% 2348
2025
Q4 		$833 Sell
44
-8
-15% -$154 ﹤0.01% 2102
2025
Q3 		$1.06K Buy
+52
New +$1.05K ﹤0.01% 2029

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

Sunbelt Securities's AAT Position: Q1 2026 in Review

Sunbelt Securities reduced its American Assets Trust (AAT) stake by 50% in Q1 2026, selling an estimated $412 and leaving 22 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Sunbelt Securities first reported a position in AAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.06K in Q3 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Sunbelt Securities held 22 shares of American Assets Trust worth $405 as of Q1 2026.
  • Sunbelt Securities sold 22 American Assets Trust shares in Q1 2026, an estimated $412.
  • American Assets Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2348 holding.
  • Sunbelt Securities first reported a position in American Assets Trust in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's American Assets Trust position peaked at $1.06K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.