AAT

American Assets Trust
AAT

Overview Fund Activity

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
77
Reduced
75
Closed
30
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.2M
2
CLGM
Capitolis Liquid Global Markets
New York
$9.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.61M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.87M

Top Sellers

1
BlackRock
BlackRock
New York
$201M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.6M
4
UBS AM
UBS AM
Illinois
$1.79M
5
KCM
Kennedy Capital Management
Missouri
$6.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bailard
California
– -$707K -26,930 Closed
AGM
227
Alpine Global Management
New York
– -$585K -22,264 Closed
CIC
228
Cornercap Investment Counsel
Georgia
– -$557K -21,225 Closed
Pictet Asset Management
229
Pictet Asset Management
Switzerland
– -$350K -13,323 Closed
SG Americas Securities
230
SG Americas Securities
New York
– -$342K -13,032 Closed
II
231
IFM Investors
Australia
– -$292K -11,115 Closed
ECM
232
Evergreen Capital Management
Washington
– -$288K -10,955 Closed
Creative Planning
233
Creative Planning
Kansas
– -$265K -10,095 Closed
Mitsubishi UFJ Trust & Banking
234
Mitsubishi UFJ Trust & Banking
Japan
– -$241K -9,167 Closed
RPCONE
235
Retirement Planning Company of New England
Rhode Island
– -$230K -8,770 Closed
Victory Capital Management
236
Victory Capital Management
Texas
– -$229K -8,739 Closed
QCM
237
QRG Capital Management
Illinois
– -$226K -8,618 Closed
VPIM
238
Vanguard Personalized Indexing Management
California
– -$221K -8,399 Closed
IA
239
Inspire Advisors
Idaho
– -$218K -8,290 Closed
TAM
240
Tocqueville Asset Management
New York
– -$211K -8,048 Closed
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
– -$207K -7,900 Closed
VEA
242
Virtus ETF Advisers
New York
– -$172K -6,565 Closed
Loomis, Sayles & Company
243
Loomis, Sayles & Company
Massachusetts
– -$44K -1,681 Closed
AWM
244
Avior Wealth Management
Nebraska
– -$12.9K -491 Closed
ACM
245
Aster Capital Management
United Arab Emirates
– -$7.67K -292 Closed
SIC
246
SJS Investment Consulting
Ohio
– -$3.83K -146 Closed
LFG
247
Larson Financial Group
Missouri
– -$2.99K -114 Closed
MCM
248
MAI Capital Management
Ohio
– -$1.21K -46 Closed
T
249
Transce3nd
Texas
– -$307 -12 Closed
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