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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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. 22 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.
22 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.