AAT

American Assets Trust

226 hedge funds and large institutions have $1.12B invested in American Assets Trust in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.13% more ownership

Funds ownership: 91.38%92.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$8.06M)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249K
Puts
$23K
Net Calls
Net Calls Change

Top Buyers

1 +$14.2M
2 +$11.2M
3 +$6.18M
4
BIC
B&I Capital
Switzerland
+$5.84M
5
NL
Nuveen LLC
North Carolina
+$5M

Top Sellers

1 -$15.4M
2 -$9.3M
3 -$5.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.87M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$253K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$252K
PFSRSONJ
153
Police & Firemen's Retirement System of New Jersey
New Jersey
$241K
MAM
154
Mystic Asset Management
Rhode Island
$230K
NRD
155
Nebula Research & Development
New York
$229K
ProShare Advisors
156
ProShare Advisors
Maryland
$228K
ET
157
Entropy Technologies
New York
$219K
AIM
158
Aigen Investment Management
New York
$216K
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$214K
Two Sigma Investments
160
Two Sigma Investments
New York
$206K
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$206K
Squarepoint
162
Squarepoint
New York
$206K
VPIM
163
Vanguard Personalized Indexing Management
California
$206K
ECM
164
Evergreen Capital Management
Washington
$205K
US Bancorp
165
US Bancorp
Minnesota
$196K
SO
166
STRS Ohio
Ohio
$194K
KK
167
KLP Kapitalforvaltning
Norway
$174K
ECM
168
EMC Capital Management
Texas
$172K
VIA
169
Virtus Investment Advisers
Connecticut
$167K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$166K
C
171
Covestor
United Kingdom
$127K
SOW
172
State of Wyoming
Wyoming
$112K
AIP
173
Ameritas Investment Partners
Nebraska
$105K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$98.1K
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$96.4K