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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
VAM
126
Vert Asset Management
California
$403K +$7.86K +407 +2%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$396K -$171K -8,872 -30%
ECM
128
ExodusPoint Capital Management
New York
$390K -$847K -43,852 -68%
VRS
129
Virginia Retirement Systems
Virginia
$388K -$61.8K -3,200 -14%
RAM
130
Resona Asset Management
Japan
$385K -$18.4K -954 -5%
Mariner
131
Mariner
Kansas
$379K -$83K -4,302 -18%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$364K -$38.7K -2,004 -9%
Creative Planning
133
Creative Planning
Kansas
$355K -$17.9K -928 -5%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$349K +$16.5K +853 +5%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$343K +$63.7K +3,300 +22%
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$340K +$19.6K +1,016 +6%
Cerity Partners
137
Cerity Partners
New York
$316K -$36.8K -1,904 -10%
OWA
138
One Wealth Advisors
California
$314K +$2.86K +148 +0.9%
VanEck Associates
139
VanEck Associates
New York
$311K +$31.7K +1,641 +11%
BHCM
140
Brevan Howard Capital Management
Jersey
$291K +$297K +15,371 New
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$288K +$293K +15,200 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$287K -$9.32K -483 -3%
DT
143
Diversified Trust
Tennessee
$284K
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$276K -$72.2K -3,742 -20%
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$273K
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$269K -$270K -13,979 -50%
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 -$2.8K -145 -1%
MAM
149
Mystic Asset Management
Rhode Island
$260K +$23.2K +1,200 +10%
RWM
150
Ritholtz Wealth Management
New York
$259K -$134K -6,950 -34%

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.