Universal-Beteiligungs- und Servicegesellschaft
AAT

Universal-Beteiligungs- und Servicegesellschaft’s American Assets Trust AAT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$3.78M Buy
205,392
+1,007
+0.5% +$18.9K 0.01% 994
2025
Q4 		$3.87M Buy
204,385
+2,072
+1% +$40K 0.01% 1005
2025
Q3 		$4.11M Sell
202,313
-3,909
-2% -$78.8K 0.01% 958
2025
Q2 		$4.07M Buy
206,222
+16,801
+9% +$327K 0.01% 912
2025
Q1 		$3.81M Buy
189,421
+5,519
+3% +$124K 0.01% 908
2024
Q4 		$4.83M Buy
+183,902
New +$5.02M 0.01% 717

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

Universal-Beteiligungs- und Servicegesellschaft's AAT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its American Assets Trust (AAT) stake by 0.49% in Q1 2026, buying an estimated $18.9K and bringing the position to 205,392 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #994.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.83M in Q4 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 205,392 shares of American Assets Trust worth $3.78M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 1,007 American Assets Trust shares in Q1 2026, an estimated $18.9K.
  • American Assets Trust made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #994 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in American Assets Trust in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's American Assets Trust position peaked at $4.83M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.