YCM
AAT

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

Yousif 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
2026
Q2 		$312K Buy
12,651
+89
+0.7% +$1.95K ﹤0.01% 1487
2026
Q1 		$231K Sell
12,562
-269
-2% -$5.04K ﹤0.01% 1713
2025
Q4 		$232K Sell
12,831
-1,864
-13% -$36K ﹤0.01% 1729
2025
Q3 		$299K Sell
14,695
-2,878
-16% -$58K ﹤0.01% 1653
2025
Q2 		$347K Sell
17,573
-50
-0.3% -$973 ﹤0.01% 1611
2025
Q1 		$355K Sell
17,623
-437
-2% -$9.85K ﹤0.01% 1584
2024
Q4 		$474K Sell
18,060
-593
-3% -$16.2K 0.01% 1498
2024
Q3 		$498K Sell
18,653
-882
-5% -$22.4K 0.01% 1497
2024
Q2 		$437K Sell
19,535
-2,520
-11% -$54.2K ﹤0.01% 1528
2024
Q1 		$483K Sell
22,055
-2,060
-9% -$45.5K 0.01% 1535
2023
Q4 		$543K Sell
24,115
-40
-0.2% -$792 0.01% 1492
2023
Q3 		$470K Sell
24,155
-3,795
-14% -$79.7K 0.01% 1509
2023
Q2 		$537K Sell
27,950
-1,547
-5% -$29K 0.01% 1460
2023
Q1 		$548K Sell
29,497
-3,735
-11% -$91K 0.01% 1448
2022
Q4 		$881K Sell
33,232
-8,840
-21% -$239K 0.01% 1228
2022
Q3 		$1.08M Sell
42,072
-1,087
-3% -$31.1K 0.02% 1149
2022
Q2 		$1.28M Sell
43,159
-5,005
-10% -$168K 0.02% 1102
2022
Q1 		$1.82M Buy
48,164
+300
+0.6% +$11K 0.02% 1000
2021
Q4 		$1.8M Buy
+47,864
New +$1.8M 0.02% 1051

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Yousif Capital Management's AAT Position: Q2 2026 in Review

Yousif Capital Management increased its American Assets Trust (AAT) stake by 0.71% in Q2 2026, buying an estimated $1.95K and bringing the position to 12,651 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Yousif Capital Management first reported a position in AAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q1 2022. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Yousif Capital Management held 12,651 shares of American Assets Trust worth $312K as of Q2 2026.
  • Yousif Capital Management bought 89 American Assets Trust shares in Q2 2026, an estimated $1.95K.
  • American Assets Trust made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1487 holding.
  • Yousif Capital Management first reported a position in American Assets Trust in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's American Assets Trust position peaked at $1.82M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.