American Assets Trust
235 hedge funds and large institutions have $1.07B invested in American Assets Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 24 closing their positions.
295% more call options, than puts
Call options by funds: $217K | Put options by funds: $55K
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
3% more funds holding
Funds holding: 229 → 235 (+6)
0.76% more ownership
Funds ownership: 94.24% → 95% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $1.09B → $1.07B (-$16.9M)
11% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
+$15.1M |
| 2 |
SM
Senvest Management
New York
|
+$12.1M |
| 3 |
Two Sigma Investments
New York
|
+$7.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.26M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$10.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.41M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$6.99M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.13M |
AAT Hedge Fund Activity: Q1 2026 in Review
235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2026, worth a combined $1.07B — down 1.6% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AAT positions and 24 closed out — a net gain of 12 holders — while 77 added to existing stakes and 87 trimmed.
The largest buyer was Private Management Group, opening a new position worth an estimated $15.1M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $10.5M sold.
- 235 institutional investors held American Assets Trust (AAT) as of Q1 2026, up from 229 in Q4 2025.
- Funds reported $1.07B of American Assets Trust stock for Q1 2026, down 1.6% quarter-over-quarter.
- 36 funds opened new American Assets Trust positions in Q1 2026 and 24 closed out, a net change of +12 holders.
- The largest American Assets Trust buyer in Q1 2026 was Private Management Group, an estimated $15.1M added.
- The largest American Assets Trust seller in Q1 2026 was Kennedy Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2026.