AAT

American Assets Trust
AAT

Overview Fund Activity

218 hedge funds and large institutions have $1.46B invested in American Assets Trust in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
86
Reduced
62
Closed
22
Calls
$116K
Puts
$76K
Net Calls
+$40K
Net Calls Change
-$121K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$17.4M
2
BlackRock
2
BlackRock
New York
$298M
3
Northern Trust
3
Northern Trust
Illinois
$22.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.13M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.81M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$11.5M
2
Invesco
2
Invesco
Georgia
$6.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.5M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$25.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Mystic Asset Management
Rhode Island
$270K +$5.25K +200 +2%
Creative Planning
152
Creative Planning
Kansas
$265K -$4.52K -172 -2%
DT
153
Diversified Trust
Tennessee
$253K +$253K +9,624 New
Russell Investments Group
154
Russell Investments Group
United Kingdom
$245K – – –
Mitsubishi UFJ Trust & Banking
155
Mitsubishi UFJ Trust & Banking
Japan
$241K +$241K +9,167 New
KK
156
KLP Kapitalforvaltning
Norway
$231K +$231K +8,800 New
RPCONE
157
Retirement Planning Company of New England
Rhode Island
$230K – – –
Victory Capital Management
158
Victory Capital Management
Texas
$229K +$9.32K +355 +4%
SO
159
STRS Ohio
Ohio
$228K – – –
QCM
160
QRG Capital Management
Illinois
$226K +$1.92K +73 +0.9%
VPIM
161
Vanguard Personalized Indexing Management
California
$221K -$8.61K -328 -4%
IA
162
Inspire Advisors
Idaho
$218K -$6.88K -262 -3%
TAM
163
Tocqueville Asset Management
New York
$211K -$289 -11 -0.1%
CAS
164
Coppell Advisory Solutions
Texas
$211K -$114K -5,027 -35%
NSEDCP
165
NJ State Employees Deferred Compensation Plan
New Jersey
$207K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$180K +$263 +10 +0.1%
VEA
167
Virtus ETF Advisers
New York
$172K -$27K -1,030 -14%
AIP
168
Ameritas Investment Partners
Nebraska
$127K – – –
SOW
169
State of Wyoming
Wyoming
$101K +$101K +3,840 New
QCG
170
Quadrant Capital Group
Ohio
$89.2K – – –
KBC Group
171
KBC Group
Belgium
$84K +$30.3K +1,161 +56%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$80K +$11K +417 +16%
WAM
173
Wolverine Asset Management
Illinois
$74.9K -$63.1K -2,404 -46%
Federated Hermes
174
Federated Hermes
Pennsylvania
$74.2K +$28.6K +1,089 +63%
SAM
175
Smartleaf Asset Management
Massachusetts
$64.1K +$44.5K +1,711 +228%
5 6
7
8 9