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
YCM
151
Yousif Capital Management
Michigan
$231K
MGP
152
Metis Global Partners
California
$228K
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$221K
AA
154
ALPS Advisors
Colorado
$217K
CAS
155
Coppell Advisory Solutions
Texas
$215K
VPIM
156
Vanguard Personalized Indexing Management
California
$206K
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$201K
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$199K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$198K
QCM
160
QRG Capital Management
Illinois
$194K
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$192K
KK
162
KLP Kapitalforvaltning
Norway
$191K
UM
163
UniSuper Management
Australia
$190K
IA
164
Inspire Advisors
Idaho
$188K
VI
165
Vestcor Inc
New Brunswick, Canada
$177K
QCG
166
Quadrant Capital Group
Ohio
$156K
II
167
IFM Investors
Australia
$154K
CCM
168
Chilton Capital Management
Texas
$131K
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$107K
BL
171
BFSG LLC
California
$107K
GI
172
GAMMA Investing
California
$92.4K
TRCT
173
Tower Research Capital (TRC)
New York
$81.6K
AIP
174
Ameritas Investment Partners
Nebraska
$80K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$76.5K