Wealth Enhancement Advisory Services
AAT

Wealth Enhancement Advisory Services’s American Assets Trust AAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$396K Buy
15,760
+4,982
+46% +$109K ﹤0.01% 2921
2026
Q1 		$201K Sell
10,778
-4,081
-27% -$76.4K ﹤0.01% 3130
2025
Q4 		$276K Sell
14,859
-3,742
-20% -$72.2K ﹤0.01% 2993
2025
Q3 		$372K Buy
+18,601
New +$375K ﹤0.01% 2604

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

Wealth Enhancement Advisory Services's AAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its American Assets Trust (AAT) stake by 46% in Q2 2026, buying an estimated $109K and bringing the position to 15,760 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Wealth Enhancement Advisory Services first reported a position in AAT in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,760 shares of American Assets Trust worth $396K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,982 American Assets Trust shares in Q2 2026, an estimated $109K.
  • American Assets Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2921 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Assets Trust in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.