TFA
AAT

Transamerica Financial Advisors’s American Assets Trust AAT Stock Holding History

Transamerica Financial Advisors’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 		$791 Sell
43
-9
-17% -$169 ﹤0.01% 1386
2025
Q4 		$984 Buy
52
+4
+8% +$77 ﹤0.01% 1247
2025
Q3 		$975 Buy
+48
New +$968 ﹤0.01% 1175

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

Transamerica Financial Advisors's AAT Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its American Assets Trust (AAT) stake by 17% in Q1 2026, selling an estimated $169 and leaving 43 shares worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Transamerica Financial Advisors first reported a position in AAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $984 in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Transamerica Financial Advisors held 43 shares of American Assets Trust worth $791 as of Q1 2026.
  • Transamerica Financial Advisors sold 9 American Assets Trust shares in Q1 2026, an estimated $169.
  • American Assets Trust made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1386 holding.
  • Transamerica Financial Advisors first reported a position in American Assets Trust in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's American Assets Trust position peaked at $984 in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.