AAT

American Assets Trust

226 hedge funds and large institutions have $1.12B invested in American Assets Trust in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.13% more ownership

Funds ownership: 91.38%92.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$8.06M)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249K
Puts
$23K
Net Calls
Net Calls Change

Top Buyers

1 +$14.2M
2 +$11.2M
3 +$6.18M
4
BIC
B&I Capital
Switzerland
+$5.84M
5
NL
Nuveen LLC
North Carolina
+$5M

Top Sellers

1 -$15.4M
2 -$9.3M
3 -$5.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.87M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$7.26M
PAM
27
Panagora Asset Management
Massachusetts
$5.95M
BIC
28
B&I Capital
Switzerland
$5.84M
AG
29
Algert Global
California
$5.57M
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$5.55M
Principal Financial Group
31
Principal Financial Group
Iowa
$5.37M
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$5.21M
Bank of America
33
Bank of America
North Carolina
$4.74M
Wellington Management Group
34
Wellington Management Group
Massachusetts
$4.41M
First Trust Advisors
35
First Trust Advisors
Illinois
$4.13M
Universal-Beteiligungs- und Servicegesellschaft
36
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.07M
Prudential Financial
37
Prudential Financial
New Jersey
$3.97M
AQR Capital Management
38
AQR Capital Management
Connecticut
$3.96M
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.76M
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$3.74M
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$3.68M
Raymond James Financial
42
Raymond James Financial
Florida
$3.46M
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.18M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.02M
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$2.94M
Canada Life
46
Canada Life
Manitoba, Canada
$2.75M
Barclays
47
Barclays
United Kingdom
$2.6M
Man Group
48
Man Group
United Kingdom
$2.59M
Citadel Advisors
49
Citadel Advisors
Florida
$2.15M
ECM
50
ExodusPoint Capital Management
New York
$2.12M