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
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$4.05K
NSIM
202
North Star Investment Management
Illinois
$4.05K
AF
203
Allworth Financial
California
$4.03K
MCM
204
MAI Capital Management
Ohio
$3.76K
TPWA
205
Twin Peaks Wealth Advisors
California
$3.5K
QL
206
Quarry LP
New York
$3.24K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$2.95K
PA
208
Parallel Advisors
California
$2.83K
IA
209
IFP Advisors
Florida
$2.82K
RFP
210
Root Financial Partners
California
$2.3K
Osaic Holdings
211
Osaic Holdings
Arizona
$2.17K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1.9K
UB
213
UMB Bank
Missouri
$1.71K
CFM
214
Cornerstone Financial Management
Massachusetts
$1.58K
BFS
215
Bare Financial Services
Pennsylvania
$1.51K
TWD
216
True Wealth Design
Ohio
$1.49K
JWM
217
JPL Wealth Management
Colorado
$1.4K
RWS
218
Retirement Wealth Solutions
Wisconsin
$1.01K
PMAM
219
Picton Mahoney Asset Management
Ontario, Canada
$792
TFA
220
Transamerica Financial Advisors
Florida
$791
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$736
KFAS
222
Keating Financial Advisory Services
Kansas
$700
Optiver Holding
223
Optiver Holding
Netherlands
$663
SVCP
224
Silicon Valley Capital Partners
California
$656
Jones Financial Companies
225
Jones Financial Companies
Missouri
$618