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
TWC
176
TD Waterhouse Canada
Ontario, Canada
$75.4K
BTI
177
Blue Trust Inc
Georgia
$66.4K
UBS AM
178
UBS AM
Illinois
$60.6K
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$47.1K
US Bancorp
180
US Bancorp
Minnesota
$40.7K
C
181
Covestor
United Kingdom
$40K
BC
182
Brookfield Corp
Ontario, Canada
$29.5K
EWA
183
EverSource Wealth Advisors
Alabama
$27.3K
S
184
SignatureFD
Georgia
$21.8K
VCM
185
Versant Capital Management
Arizona
$21.2K
Mirae Asset Global Investments
186
Mirae Asset Global Investments
South Korea
$18.5K
SAM
187
Smartleaf Asset Management
Massachusetts
$18.2K
GFM
188
GF Fund Management
China
$13.6K
HFS
189
Hantz Financial Services
Michigan
$12K
Simplex Trading
190
Simplex Trading
Illinois
$11.3K
HCA
191
Harbor Capital Advisors
Illinois
$10K
PWPS
192
Pinnacle Wealth Planning Services
Ohio
$9.98K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$7.75K
HNB
194
Huntington National Bank
Ohio
$6.02K
LFG
195
Larson Financial Group
Missouri
$5.39K
FFA
196
Farther Finance Advisors
California
$4.96K
RIL
197
Rothschild Investment LLC
Illinois
$4.53K
EP
198
Essential Partners
California
$4.31K
AAP
199
Arax Advisory Partners
Colorado
$4.23K
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$4.2K