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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$1.16M -$157K -8,144 -12%
PCM
77
Penserra Capital Management
California
$1.13M +$75.6K +3,917 +7%
NAAA
78
New Age Alpha Advisors
New York
$1.09M +$390K +20,184 +54%
SEI Investments
79
SEI Investments
Pennsylvania
$1.06M +$108K +5,601 +11%
Sumitomo Mitsui Trust Group
80
Sumitomo Mitsui Trust Group
Japan
$1.04M -$13.1K -679 -1%
BCM
81
Bridgeway Capital Management
Texas
$1.02M -$811K -42,000 -44%
WAM
82
Wolverine Asset Management
Illinois
$1,000K -$709K -36,727 -41%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$995K +$9.32K +483 +0.9%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$982K +$257K +13,299 +34%
DFCM
85
Dark Forest Capital Management
Puerto Rico
$924K -$1.08M -55,886 -53%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$863K +$35.1K +1,818 +4%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$861K +$13.7K +712 +2%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$855K -$6K -311 -0.7%
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$837K
SGI
90
Summit Global Investments
Utah
$792K -$1.06K -55 -0.1%
XT
91
XTX Topco
Cayman Islands
$770K +$786K +40,694 New
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$769K +$115K +5,933 +17%
NAMI
93
Nomura Asset Management International
Pennsylvania
$708K +$722K +37,400 New
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$663K -$36.3K -1,879 -5%
AA
95
AlphaCentric Advisors
Puerto Rico
$663K +$676K +35,000 New
CA
96
Crossingbridge Advisors
New York
$662K
SG Americas Securities
97
SG Americas Securities
New York
$635K +$49.4K +2,558 +8%
GCM
98
Graham Capital Management
Connecticut
$622K -$20.8K -1,079 -3%
MIM
99
MetLife Investment Management
New Jersey
$615K -$154 -8 -0%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$614K -$31.3K -1,620 -5%

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.