UB
AAT

UMB Bank’s American Assets Trust AAT Stock Holding History

UMB Bank’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 		$1.71K Sell
93
-209
-69% -$3.91K ﹤0.01% 2186
2025
Q4 		$5.72K Buy
302
+99
+49% +$1.91K ﹤0.01% 1988
2025
Q3 		$4.13K Buy
203
+34
+20% +$686 ﹤0.01% 1922
2025
Q2 		$3.34K Buy
169
+112
+196% +$2.18K ﹤0.01% 1922
2025
Q1 		$1.15K Sell
57
-98
-63% -$2.21K ﹤0.01% 2025
2024
Q4 		$4.07K Hold
155
– – ﹤0.01% 1787
2024
Q3 		$4.14K Buy
155
+88
+131% +$2.23K ﹤0.01% 1790
2024
Q2 		$1.5K Buy
67
+42
+168% +$903 ﹤0.01% 1867
2024
Q1 		$548 Buy
+25
New +$552 ﹤0.01% 1955

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

UMB Bank's AAT Position: Q1 2026 in Review

UMB Bank reduced its American Assets Trust (AAT) stake by 69% in Q1 2026, selling an estimated $3.91K and leaving 93 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

UMB Bank first reported a position in AAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.72K in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • UMB Bank held 93 shares of American Assets Trust worth $1.71K as of Q1 2026.
  • UMB Bank sold 209 American Assets Trust shares in Q1 2026, an estimated $3.91K.
  • American Assets Trust made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2186 holding.
  • UMB Bank first reported a position in American Assets Trust in Q1 2024 and has held it in 9 quarters since.
  • UMB Bank's American Assets Trust position peaked at $5.72K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.