AAT

American Assets Trust

226 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, 99 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)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

Holders
226
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
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$3.77K
Osaic Holdings
202
Osaic Holdings
Arizona
$3.34K
AAP
203
Arax Advisory Partners
Colorado
$2.63K
TWD
204
True Wealth Design
Ohio
$2.58K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2.52K
CFM
206
Cornerstone Financial Management
Massachusetts
$1.63K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$1.19K
BTI
208
Blue Trust Inc
Georgia
$1.17K
MCM
209
MAI Capital Management
Ohio
$1.17K
PWA
210
Physician Wealth Advisors
Utah
$1K
TFA
211
Transamerica Financial Advisors
Florida
$984
SS
212
Sunbelt Securities
Texas
$833
PMAM
213
Picton Mahoney Asset Management
Ontario, Canada
$814
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$757
Jones Financial Companies
215
Jones Financial Companies
Missouri
$644
SEP
216
Signature Equity Partners
Ohio
$568
RWS
217
Retirement Wealth Solutions
Wisconsin
$531
RWM
218
Rialto Wealth Management
New York
$512
WA
219
WPG Advisers
Maryland
$492
BFS
220
Bare Financial Services
Pennsylvania
$492
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$208
AssetMark Inc
222
AssetMark Inc
California
$208
GRP
223
Global Retirement Partners
California
$194
CA
224
Clearstead Advisors
Ohio
$190
AW
225
Ankerstar Wealth
Texas
$151