We are live on ! Find out more
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
US Bancorp
176
US Bancorp
Minnesota
$43.7K -$386 -20 -0.9%
EWA
177
EverSource Wealth Advisors
Alabama
$29.8K -$13.8K -713 -31%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$27.1K +$6.91K +358 +33%
C
179
Covestor
United Kingdom
$25K -$579 -30 -2%
SAM
180
Smartleaf Asset Management
Massachusetts
$25K -$2.22K -115 -8%
VCM
181
Versant Capital Management
Arizona
$21.6K +$6.53K +338 +42%
HFS
182
Hantz Financial Services
Michigan
$21K -$13.4K -694 -39%
EP
183
Essential Partners
California
$20.3K -$20.6K -1,067 -50%
BC
184
Brookfield Corp
Ontario, Canada
$18.6K
S
185
SignatureFD
Georgia
$16.1K -$405 -21 -2%
GFM
186
GF Fund Management
China
$15.2K -$77 -4 -0.5%
GI
187
GAMMA Investing
California
$13.1K -$5.19K -269 -28%
PWPS
188
Pinnacle Wealth Planning Services
Ohio
$12.5K +$12.7K +658 New
ACM
189
Aster Capital Management
United Arab Emirates
$9.43K +$7.47K +387 +349%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$8.57K -$4.11K -213 -32%
HCA
191
Harbor Capital Advisors
Illinois
$8K -$135 -7 -2%
FFA
192
Farther Finance Advisors
California
$7.67K +$5.25K +272 +205%
AF
193
Allworth Financial
California
$6.4K -$5.44K -282 -45%
HNB
194
Huntington National Bank
Ohio
$6.19K
SL
195
Salomon & Ludwin
Virginia
$5.98K -$1.24K -64 -17%
IA
196
IFP Advisors
Florida
$5.96K -$425 -22 -7%
UB
197
UMB Bank
Missouri
$5.72K +$1.91K +99 +49%
SAG
198
SageView Advisory Group
California
$4.9K +$5K +259 New
RIL
199
Rothschild Investment LLC
Illinois
$4.85K -$2.57K -133 -34%
QL
200
Quarry LP
New York
$4.83K -$7.95K -412 -62%

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.