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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
ASRS
151
Arizona State Retirement System
Arizona
$258K -$16.1K -833 -6%
YCM
152
Yousif Capital Management
Michigan
$232K -$36K -1,864 -13%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$228K -$30.1K -1,559 -11%
AA
154
ALPS Advisors
Colorado
$216K +$220K +11,419 New
LPL Financial
155
LPL Financial
California
$214K +$218K +11,318 New
CAS
156
Coppell Advisory Solutions
Texas
$206K -$96.6K -5,002 -38%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$205K +$3.32K +172 +2%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$204K -$950K -49,214 -82%
MGP
159
Metis Global Partners
California
$202K
VC
160
VarCov Co
Connecticut
$198K +$202K +10,451 New
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$197K
KK
162
KLP Kapitalforvaltning
Norway
$197K -$25.1K -1,300 -11%
VA
163
Vident Advisory
Georgia
$197K -$32.4K -1,680 -14%
ECM
164
Evergreen Capital Management
Washington
$196K -$10.4K -538 -5%
UM
165
UniSuper Management
Australia
$195K -$65.6K -3,400 -25%
ProShare Advisors
166
ProShare Advisors
Maryland
$190K +$194K +10,058 New
QCG
167
Quadrant Capital Group
Ohio
$175K -$9.77K -506 -5%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$158K -$54.8K -2,839 -25%
ECM
169
EMC Capital Management
Texas
$140K -$25.3K -1,310 -15%
CCM
170
Chilton Capital Management
Texas
$119K +$122K +6,300 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$109K +$16.1K +833 +17%
AIP
172
Ameritas Investment Partners
Nebraska
$82.3K
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.6K +$17.2K +893 +27%
TRCT
174
Tower Research Capital (TRC)
New York
$60.6K -$18K -934 -23%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$48.4K -$159K -8,250 -76%

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.