WCM
AAT

WealthTrak Capital Management’s American Assets Trust AAT Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-10
Closed -$198 – 79
2025
Q2 		$198 Buy
+10
New +$195 ﹤0.01% 837

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthTrak Capital Management's AAT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of American Assets Trust (AAT) in Q3 2025, closing a stake of 10 shares — an estimated $198 sold.

WealthTrak Capital Management first reported a position in AAT in Q2 2025 and held it in 1 quarter. The position peaked at $198 in Q2 2025. 233 funds tracked by Wall St. Rank hold AAT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining American Assets Trust position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 American Assets Trust shares in Q3 2025, an estimated $198.
  • WealthTrak Capital Management first reported a position in American Assets Trust in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's American Assets Trust position peaked at $198 in Q2 2025.
  • 233 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.