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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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. 23 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.
23 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.