AAT

American Assets Trust

226 hedge funds and large institutions have $1.12B invested in American Assets Trust in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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:

1.13% more ownership

Funds ownership: 91.38%92.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$8.06M)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249K
Puts
$23K
Net Calls
Net Calls Change

Top Buyers

1 +$14.2M
2 +$11.2M
3 +$6.18M
4
BIC
B&I Capital
Switzerland
+$5.84M
5
NL
Nuveen LLC
North Carolina
+$5M

Top Sellers

1 -$15.4M
2 -$9.3M
3 -$5.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.87M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$4.43K
PS
202
Principal Securities
Iowa
$3.48K
UB
203
UMB Bank
Missouri
$3.34K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$2.63K
IA
205
IFP Advisors
Florida
$2.55K
AF
206
Allworth Financial
California
$2.51K
AG
207
AmeriFlex Group
Nevada
$2.3K
FFA
208
Farther Finance Advisors
California
$2.27K
BTI
209
Blue Trust Inc
Georgia
$1.74K
FFO
210
Fortitude Family Office
Arizona
$1.03K
PMAM
211
Picton Mahoney Asset Management
Ontario, Canada
$1K
QT
212
Quantbot Technologies
New York
$909
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$790
CT
214
Clearstead Trust
Maine
$731
TPWA
215
Twin Peaks Wealth Advisors
California
$699
Jones Financial Companies
216
Jones Financial Companies
Missouri
$675
RWM
217
Rialto Wealth Management
New York
$534
BFS
218
Bare Financial Services
Pennsylvania
$514
WA
219
WPG Advisers
Maryland
$514
SC
220
SouthState Corp
Florida
$514
TWD
221
True Wealth Design
Ohio
$376
GRP
222
Global Retirement Partners
California
$366
LFG
223
Larson Financial Group
Missouri
$198
WCM
224
WealthTrak Capital Management
Virginia
$198
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$158