American Assets Trust
229 hedge funds and large institutions have $1.09B invested in American Assets Trust in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 102 reducing their positions, and 29 closing their positions.
1.73% more ownership
Funds ownership: 92.51% → 94.24% (+1.7%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less funds holding
Funds holding: 233 → 229 (-4)
5% less capital invested
Capital invested by funds: $1.15B → $1.09B (-$58.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$21.7M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$7.27M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$5.25M |
| 4 |
BlackRock
New York
|
+$3.66M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$7.02M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.03M |
| 3 |
BIC
B&I Capital
Zurich,
Switzerland
|
-$5.81M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.86M |
| 5 |
Goldman Sachs
New York
|
-$4.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
251
Rise Advisors
Rochester,
New York
| – | -$13.7K | -674 | Closed |
|
252
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6.52K | -321 | Closed |
|
253
Simplex Trading
Chicago,
Illinois
| – | -$3.86K | -200 | Closed |
|
|
PS
254
Principal Securities
Des Moines,
Iowa
| – | -$2.48K | -122 | Closed |
|
|
WANY
255
Wealthspire Advisors (New York)
New York
| – | -$2.23K | -110 | Closed |
|
|
JWM
256
JPL Wealth Management
Highlands Ranch,
Colorado
| – | -$1.54K | -76 | Closed |
|
257
Optiver Holding
Amsterdam,
Netherlands
| – | -$1.5K | -74 | Closed |
|
|
CT
258
Clearstead Trust
Portland,
Maine
| – | -$752 | -37 | Closed |
|
AAT Hedge Fund Activity: Q4 2025 in Review
229 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2025, worth a combined $1.09B — down 5.1% from $1.15B a quarter earlier.
Fund positioning in AAT was balanced in Q4 2025: 29 funds opened new positions, 29 closed out, 72 added to existing stakes and 102 trimmed.
The largest buyer was Senvest Management, adding an estimated $21.7M. The largest seller was Allianz Asset Management, cutting an estimated $7.02M.
- 229 institutional investors held American Assets Trust (AAT) as of Q4 2025, down from 233 in Q3 2025.
- Funds reported $1.09B of American Assets Trust stock for Q4 2025, down 5.1% quarter-over-quarter.
- 29 funds opened new American Assets Trust positions in Q4 2025 and 29 closed out, a net change of 0 holders.
- The largest American Assets Trust buyer in Q4 2025 was Senvest Management, an estimated $21.7M added.
- The largest American Assets Trust seller in Q4 2025 was Allianz Asset Management, an estimated $7.02M sold.
Based on aggregated 13F filings for Q4 2025.