AAT

American Assets Trust

232 hedge funds and large institutions have $1.15B invested in American Assets Trust in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $1.12B → $1.15B (+$31.2M)

0% less ownership

Funds ownership: 92.51%92.51% (-0%)

72% less call options, than puts

Call options by funds: $14K | Put options by funds: $50K

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14K
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
201
Salomon & Ludwin
Virginia
$7.89K
CA
202
Clearstead Advisors
Ohio
$7.34K
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$7.17K
Bessemer Group
204
Bessemer Group
New Jersey
$7K
IA
205
IFP Advisors
Florida
$6.85K
HNB
206
Huntington National Bank
Ohio
$6.64K
Federated Hermes
207
Federated Hermes
Pennsylvania
$6.52K
Osaic Holdings
208
Osaic Holdings
Arizona
$5.96K
PA
209
Parallel Advisors
California
$5.83K
UB
210
UMB Bank
Missouri
$4.13K
Simplex Trading
211
Simplex Trading
Illinois
$4K
TWD
212
True Wealth Design
Ohio
$3.23K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$2.7K
FFA
214
Farther Finance Advisors
California
$2.7K
PS
215
Principal Securities
Iowa
$2.48K
ACM
216
Aster Capital Management
United Arab Emirates
$2.26K
WANY
217
Wealthspire Advisors (New York)
New York
$2.23K
BTI
218
Blue Trust Inc
Georgia
$1.79K
JWM
219
JPL Wealth Management
Colorado
$1.54K
Optiver Holding
220
Optiver Holding
Netherlands
$1.5K
SS
221
Sunbelt Securities
Texas
$1.06K
PMAM
222
Picton Mahoney Asset Management
Ontario, Canada
$1K
TFA
223
Transamerica Financial Advisors
Florida
$975
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$813
CT
225
Clearstead Trust
Maine
$752