WWP
AAT

WR Wealth Planners’s American Assets Trust AAT Stock Holding History

WR Wealth Planners’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
2024
Q4 		$394 Hold
15
– – ﹤0.01% 1011
2024
Q3 		$401 Hold
15
– – ﹤0.01% 1055
2024
Q2 		$336 Buy
+15
New +$323 ﹤0.01% 1068

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 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

WR Wealth Planners's AAT Position: Q4 2024 in Review

WR Wealth Planners held its American Assets Trust (AAT) position steady in Q4 2024 at 15 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

WR Wealth Planners first reported a position in AAT in Q2 2024 and has held it in 3 quarters since. The position peaked at $401 in Q3 2024. 218 funds tracked by Wall St. Rank hold AAT as of Q4 2024.

  • WR Wealth Planners held 15 shares of American Assets Trust worth $394 as of Q4 2024.
  • WR Wealth Planners left its American Assets Trust share count unchanged in Q4 2024.
  • American Assets Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1011 holding.
  • WR Wealth Planners first reported a position in American Assets Trust in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's American Assets Trust position peaked at $401 in Q3 2024.
  • 218 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.