AAT

American Assets Trust

235 hedge funds and large institutions have $1.07B invested in American Assets Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$16.9M)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$217K
Puts
$55K
Net Calls
Net Calls Change

Top Buyers

1 +$15.1M
2 +$12.1M
3 +$7.58M
4
UBS Group
UBS Group
Switzerland
+$6.26M
5
AG
Algert Global
California
+$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$591K
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$582K
LIP
103
Lighthouse Investment Partners
Florida
$579K
Macquarie Group
104
Macquarie Group
Australia
$542K
VAM
105
Vanguard Asset Management
$537K
EPW
106
Evolve Private Wealth
California
$510K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$504K
Creative Planning
108
Creative Planning
Kansas
$500K
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$467K
Russell Investments Group
110
Russell Investments Group
United Kingdom
$464K
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$463K
FRM
112
Fox Run Management
Connecticut
$459K
Wells Fargo
113
Wells Fargo
California
$450K
Mirae Asset Global ETFs Holdings
114
Mirae Asset Global ETFs Holdings
Hong Kong
$449K
BIG
115
Brooklyn Investment Group
New York
$424K
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$423K
American Century Companies
117
American Century Companies
Missouri
$420K
HighTower Advisors
118
HighTower Advisors
Illinois
$416K
TI
119
Tidal Investments
Wisconsin
$415K
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$414K
Cerity Partners
121
Cerity Partners
New York
$397K
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$387K
RAM
123
Resona Asset Management
Japan
$386K
VAM
124
Vert Asset Management
California
$384K
GCP
125
GSA Capital Partners
United Kingdom
$384K