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AAT

American Assets Trust
AAT

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $141K | Put options by funds: $56K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.54% more ownership

Funds ownership: 91.04% → 91.58% (+0.54%)

0% more funds holding

Funds holding: 218 → 219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

22% less capital invested

Capital invested by funds: $1.46B → $1.13B (-$327M)

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
77
Reduced
77
Closed
29
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.6M
2
CLGM
Capitolis Liquid Global Markets
New York
+$10.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.77M
4
UBS AM
UBS AM
Illinois
-$7.74M
5
KCM
Kennedy Capital Management
Missouri
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
226
Alpine Global Management
New York
– -$585K -22,264 Closed
CIC
227
Cornercap Investment Counsel
Georgia
– -$557K -21,225 Closed
Pictet Asset Management
228
Pictet Asset Management
Switzerland
– -$350K -13,323 Closed
SG Americas Securities
229
SG Americas Securities
New York
– -$342K -13,032 Closed
II
230
IFM Investors
Australia
– -$292K -11,115 Closed
ECM
231
Evergreen Capital Management
Washington
– -$288K -10,955 Closed
Creative Planning
232
Creative Planning
Kansas
– -$265K -10,095 Closed
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
– -$241K -9,167 Closed
RPCONE
234
Retirement Planning Company of New England
Rhode Island
– -$230K -8,770 Closed
Victory Capital Management
235
Victory Capital Management
Texas
– -$229K -8,739 Closed
QCM
236
QRG Capital Management
Illinois
– -$226K -8,618 Closed
VPIM
237
Vanguard Personalized Indexing Management
California
– -$221K -8,399 Closed
IA
238
Inspire Advisors
Idaho
– -$218K -8,290 Closed
TAM
239
Tocqueville Asset Management
New York
– -$211K -8,048 Closed
NSEDCP
240
NJ State Employees Deferred Compensation Plan
New Jersey
– -$207K -7,900 Closed
VEA
241
Virtus ETF Advisers
New York
– -$172K -6,565 Closed
Loomis, Sayles & Company
242
Loomis, Sayles & Company
Massachusetts
– -$44K -1,681 Closed
AWM
243
Avior Wealth Management
Nebraska
– -$12.9K -491 Closed
ACM
244
Aster Capital Management
United Arab Emirates
– -$7.67K -292 Closed
SIC
245
SJS Investment Consulting
Ohio
– -$3.83K -146 Closed
LFG
246
Larson Financial Group
Missouri
– -$2.99K -114 Closed
MCM
247
MAI Capital Management
Ohio
– -$1.21K -46 Closed
T
248
Transce3nd
Texas
– -$307 -12 Closed
6 7 8 9
10

AAT Hedge Fund Activity: Q1 2025 in Review

219 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2025, worth a combined $1.13B — down 22% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AAT positions and 29 closed out — a net gain of 4 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $30.8M.

  • 219 institutional investors held American Assets Trust (AAT) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.13B of American Assets Trust stock for Q1 2025, down 22% quarter-over-quarter.
  • 33 funds opened new American Assets Trust positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q1 2025 was Arrowstreet Capital, an estimated $10.6M added.
  • The largest American Assets Trust seller in Q1 2025 was BlackRock, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.