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
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 $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

Twin Peaks Wealth Advisors's AAT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in American Assets Trust (AAT) in Q1 2026: 190 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AAT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AAT in Q2 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 190 shares of American Assets Trust worth $3.5K as of Q1 2026.
  • American Assets Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1521 holding.
  • Twin Peaks Wealth Advisors first reported a position in American Assets Trust in Q2 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.