AAT

American Assets Trust

228 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, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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: 101

Holders
228
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
$15K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$21.7M
2 +$7.27M
3 +$5.25M
4
BlackRock
BlackRock
New York
+$3.66M
5
Invesco
Invesco
Georgia
+$3.51M

Top Sellers

1 -$7.02M
2 -$6.03M
3 -$5.81M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.86M
5
Goldman Sachs
Goldman Sachs
New York
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
126
Vert Asset Management
California
$403K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$396K
ECM
128
ExodusPoint Capital Management
New York
$390K
VRS
129
Virginia Retirement Systems
Virginia
$388K
RAM
130
Resona Asset Management
Japan
$385K
Mariner
131
Mariner
Kansas
$379K
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$364K
Creative Planning
133
Creative Planning
Kansas
$355K
Aberdeen Group
134
Aberdeen Group
United Kingdom
$349K
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$343K
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$340K
Cerity Partners
137
Cerity Partners
New York
$316K
OWA
138
One Wealth Advisors
California
$314K
VanEck Associates
139
VanEck Associates
New York
$311K
BHCM
140
Brevan Howard Capital Management
Jersey
$291K
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$288K
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$287K
DT
143
Diversified Trust
Tennessee
$284K
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$276K
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$273K
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$269K
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$264K
AB
148
Amalgamated Bank
New York
$263K
MAM
149
Mystic Asset Management
Rhode Island
$260K
RWM
150
Ritholtz Wealth Management
New York
$259K