VPIM
AAT

Vanguard Personalized Indexing Management’s American Assets Trust AAT Stock Holding History

Vanguard Personalized Indexing Management’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 		$206K Buy
+11,182
New +$209K ﹤0.01% 1810
2025
Q4 		– Sell
-10,005
Closed -$203K – 1976
2025
Q3 		$203K Sell
10,005
-408
-4% -$8.23K ﹤0.01% 1700
2025
Q2 		$206K Buy
+10,413
New +$203K ﹤0.01% 1617
2025
Q1 		– Sell
-8,399
Closed -$221K – 1840
2024
Q4 		$221K Sell
8,399
-328
-4% -$8.95K ﹤0.01% 1480
2024
Q3 		$233K Buy
+8,727
New +$221K ﹤0.01% 1467

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

Vanguard Personalized Indexing Management's AAT Position: Q1 2026 in Review

Vanguard Personalized Indexing Management opened a new position in American Assets Trust (AAT) in Q1 2026: 11,182 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in AAT as recently as Q3 2025.

Vanguard Personalized Indexing Management first reported a position in AAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $233K in Q3 2024. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Vanguard Personalized Indexing Management held 11,182 shares of American Assets Trust worth $206K as of Q1 2026.
  • American Assets Trust was a new Vanguard Personalized Indexing Management position in Q1 2026.
  • American Assets Trust made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1810 holding.
  • Vanguard Personalized Indexing Management first reported a position in American Assets Trust in Q3 2024 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's American Assets Trust position peaked at $233K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.