WANY
AAT

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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-110
Closed -$2.23K – 1036
2025
Q3 		$2.23K Buy
+110
New +$2.22K ﹤0.01% 2579

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s AAT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American Assets Trust (AAT) in Q4 2025, closing a stake of 110 shares — an estimated $2.23K sold.

Wealthspire Advisors (New York) first reported a position in AAT in Q3 2025 and held it in 1 quarter. The position peaked at $2.23K in Q3 2025. 229 funds tracked by Wall St. Rank hold AAT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining American Assets Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 110 American Assets Trust shares in Q4 2025, an estimated $2.23K.
  • Wealthspire Advisors (New York) first reported a position in American Assets Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s American Assets Trust position peaked at $2.23K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.