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AAT

American Assets Trust
AAT

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $141K | Put options by funds: $56K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.54% more ownership

Funds ownership: 91.04% → 91.58% (+0.54%)

0% more funds holding

Funds holding: 218 → 219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

22% less capital invested

Capital invested by funds: $1.46B → $1.13B (-$327M)

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
77
Reduced
77
Closed
29
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.6M
2
CLGM
Capitolis Liquid Global Markets
New York
+$10.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.77M
4
UBS AM
UBS AM
Illinois
-$7.74M
5
KCM
Kennedy Capital Management
Missouri
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$69.7K +$78.1K +3,463 New
KBC Group
177
KBC Group
Belgium
$65K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$51K -$11.3K -503 -17%
SOW
179
State of Wyoming
Wyoming
$49.1K -$31.6K -1,401 -36%
Federated Hermes
180
Federated Hermes
Pennsylvania
$47.5K -$10.6K -471 -17%
SAM
181
Smartleaf Asset Management
Massachusetts
$40.4K -$10.1K -446 -18%
S
182
SignatureFD
Georgia
$33.9K -$3.95K -175 -9%
Mirae Asset Global Investments
183
Mirae Asset Global Investments
South Korea
$26.4K -$992 -44 -3%
VCM
184
Versant Capital Management
Arizona
$21.5K -$4.44K -197 -16%
GFM
185
GF Fund Management
China
$18.4K +$812 +36 +4%
GI
186
GAMMA Investing
California
$18K -$6.25K -277 -24%
Osaic Holdings
187
Osaic Holdings
Arizona
$17.6K -$1.04K -46 -5%
QL
188
Quarry LP
New York
$15.4K +$17.3K +765 New
RA
189
Rise Advisors
New York
$13.1K +$226 +10 +2%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$12.6K +$677 +30 +5%
W
191
WealthCollab
Washington
$11.7K +$1.89K +84 +17%
EWA
192
EverSource Wealth Advisors
Alabama
$9.46K -$654 -29 -6%
C
193
Covestor
United Kingdom
$7K -$1.83K -81 -19%
HCA
194
Harbor Capital Advisors
Illinois
$7K +$8.19K +363 New
AAP
195
Arax Advisory Partners
Colorado
$6.07K +$3.65K +162 +117%
PS
196
Principal Securities
Iowa
$5.15K – – –
Bessemer Group
197
Bessemer Group
New Jersey
$5K -$451 -20 -8%
BIG
198
Brooklyn Investment Group
New York
$4.47K +$3.4K +151 +213%
SW
199
SVB Wealth
Massachusetts
$3.73K +$4.17K +185 New
HFS
200
Hantz Financial Services
Michigan
$3K +$3.77K +167 New
6 7
8
9 10

AAT Hedge Fund Activity: Q1 2025 in Review

219 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2025, worth a combined $1.13B — down 22% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AAT positions and 29 closed out — a net gain of 4 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $30.8M.

  • 219 institutional investors held American Assets Trust (AAT) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.13B of American Assets Trust stock for Q1 2025, down 22% quarter-over-quarter.
  • 33 funds opened new American Assets Trust positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q1 2025 was Arrowstreet Capital, an estimated $10.6M added.
  • The largest American Assets Trust seller in Q1 2025 was BlackRock, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.