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AAT

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.

New
Increased
Maintained
Reduced
Closed

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: 233229 (-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: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 102

Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
72
Reduced
102
Closed
29
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$7.18M +$714K +36,966 +11%
UBS AM
27
UBS AM
Illinois
$7.12M +$7.27M +376,352 New
Goldman Sachs
28
Goldman Sachs
New York
$6.64M -$4.45M -230,684 -40%
PAM
29
Panagora Asset Management
Massachusetts
$5.99M +$252K +13,058 +4%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.62M +$408K +21,151 +8%
Allianz Asset Management
31
Allianz Asset Management
Germany
$5.48M -$7.02M -363,700 -56%
SO
32
STRS Ohio
Ohio
$5.33M +$5.25M +271,800 +2,773%
Citadel Advisors
33
Citadel Advisors
Florida
$5.22M -$4.21M -218,130 -44%
Millennium Management
34
Millennium Management
New York
$5.12M -$171K -8,867 -3%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$5.09M +$666K +34,481 +15%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.02M +$930K +48,170 +22%
Norges Bank
37
Norges Bank
Norway
$4.88M +$4.97M +257,700 New
Wellington Management Group
38
Wellington Management Group
Massachusetts
$4.13M -$134K -6,936 -3%
ALM
39
Argosy-Lionbridge Management
New York
$4.07M
Raymond James Financial
40
Raymond James Financial
Florida
$3.89M +$467K +24,181 +13%
Universal-Beteiligungs- und Servicegesellschaft
41
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.87M +$40K +2,072 +1%
Bank of America
42
Bank of America
North Carolina
$3.62M -$365K -18,897 -9%
Man Group
43
Man Group
United Kingdom
$3.27M +$1.79M +92,710 +116%
Bessemer Group
44
Bessemer Group
New Jersey
$3.17M +$3.23M +167,295 +50,695%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.1M -$397K -20,544 -11%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.97M -$81.5K -4,221 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$2.93M -$69.7K -3,612 -2%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$2.78M -$4.86M -251,511 -63%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$2.77M +$2.4M +124,529 +566%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$2.63M -$45.1K -2,338 -2%

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.