WAM
AAT

Wealthspire Advisors (Maryland)’s American Assets Trust AAT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Hold
0
– – – 1601
2018
Q4 		– Hold
0
– – – 1582
2018
Q3 		– Hold
0
– – – 1705
2018
Q2 		– Hold
0
– – – 1695
2018
Q1 		– Hold
0
– – – 1717
2016
Q4 		– Hold
0
– – – 1609
2016
Q3 		– Hold
0
– – – 1607
2016
Q2 		– Hold
0
– – – 1576
2016
Q1 		– Hold
0
– – – 1616
2015
Q4 		– Hold
0
– – – 1582

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return