TPWA
AAT

Twin Peaks Wealth Advisors’s American Assets Trust AAT Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-190
Closed -$3.5K – 234
2026
Q1 		$3.5K Buy
+190
New +$3.56K ﹤0.01% 1521
2025
Q3 		– Sell
-36
Closed -$699 – 171
2025
Q2 		$699 Buy
+36
New +$700 ﹤0.01% 1845

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

Twin Peaks Wealth Advisors's AAT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American Assets Trust (AAT) in Q2 2026, closing a stake of 190 shares — an estimated $3.5K sold.

Twin Peaks Wealth Advisors first reported a position in AAT in Q2 2025 and held it in 2 quarters. The position peaked at $3.5K in Q1 2026. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining American Assets Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 190 American Assets Trust shares in Q2 2026, an estimated $3.5K.
  • Twin Peaks Wealth Advisors first reported a position in American Assets Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's American Assets Trust position peaked at $3.5K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.