True Wealth Design’s American Assets Trust AAT Stock Holding History

True Wealth Design’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	$1.48K	Sell	60 -21	-26%	-$461	﹤0.01%	1826
2026 Q1	$1.49K	Sell	81 -55	-40%	-$1.03K	﹤0.01%	1660
2025 Q4	$2.58K	Sell	136 -23	-14%	-$444	﹤0.01%	1356
2025 Q3	$3.23K	Buy	159 +140	+737%	+$2.82K	﹤0.01%	1276
2025 Q2	$376	Buy	19 +9	+90%	+$175	﹤0.01%	1854
2025 Q1	$202	Buy	+10	New	+$226	﹤0.01%	1951

Other funds holding AAT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's AAT Position: Q2 2026 in Review

True Wealth Design reduced its American Assets Trust (AAT) stake by 26% in Q2 2026, selling an estimated $461 and leaving 60 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

True Wealth Design first reported a position in AAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.23K in Q3 2025. 17 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

True Wealth Design held 60 shares of American Assets Trust worth $1.48K as of Q2 2026.
True Wealth Design sold 21 American Assets Trust shares in Q2 2026, an estimated $461.
American Assets Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1826 holding.
True Wealth Design first reported a position in American Assets Trust in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's American Assets Trust position peaked at $3.23K in Q3 2025.
17 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.