AAT

American Assets Trust

228 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, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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: 101

Holders
228
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
$15K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$21.7M
2 +$7.27M
3 +$5.25M
4
BlackRock
BlackRock
New York
+$3.66M
5
Invesco
Invesco
Georgia
+$3.51M

Top Sellers

1 -$7.02M
2 -$6.03M
3 -$5.81M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.86M
5
Goldman Sachs
Goldman Sachs
New York
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$43.7K
EWA
177
EverSource Wealth Advisors
Alabama
$29.8K
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$27.1K
C
179
Covestor
United Kingdom
$25K
SAM
180
Smartleaf Asset Management
Massachusetts
$25K
VCM
181
Versant Capital Management
Arizona
$21.6K
HFS
182
Hantz Financial Services
Michigan
$21K
BC
183
Brookfield Corp
Ontario, Canada
$18.6K
S
184
SignatureFD
Georgia
$16.1K
GFM
185
GF Fund Management
China
$15.2K
GI
186
GAMMA Investing
California
$13.1K
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$12.5K
ACM
188
Aster Capital Management
United Arab Emirates
$9.43K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$8.57K
HCA
190
Harbor Capital Advisors
Illinois
$8K
FFA
191
Farther Finance Advisors
California
$7.67K
AF
192
Allworth Financial
California
$6.4K
HNB
193
Huntington National Bank
Ohio
$6.19K
SL
194
Salomon & Ludwin
Virginia
$5.98K
IA
195
IFP Advisors
Florida
$5.96K
UB
196
UMB Bank
Missouri
$5.72K
SAG
197
SageView Advisory Group
California
$4.9K
RIL
198
Rothschild Investment LLC
Illinois
$4.85K
QL
199
Quarry LP
New York
$4.83K
SIS
200
Sound Income Strategies
Florida
$4.7K