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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
SIS
201
Sound Income Strategies
Florida
$4.7K +$5.06K +262 New
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$4.36K +$4.4K +228 New
PA
203
Parallel Advisors
California
$3.84K -$1.62K -84 -29%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$3.77K -$2.97K -154 -44%
Osaic Holdings
205
Osaic Holdings
Arizona
$3.34K -$2.26K -117 -40%
AAP
206
Arax Advisory Partners
Colorado
$2.63K -$256K -13,261 -99%
TWD
207
True Wealth Design
Ohio
$2.58K -$444 -23 -14%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2.52K
CFM
209
Cornerstone Financial Management
Massachusetts
$1.63K +$1.66K +86 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$1.19K -$7.93K -411 -87%
BTI
211
Blue Trust Inc
Georgia
$1.17K -$502 -26 -30%
MCM
212
MAI Capital Management
Ohio
$1.17K +$1.2K +62 New
PWA
213
Physician Wealth Advisors
Utah
$1K +$1.02K +53 New
TFA
214
Transamerica Financial Advisors
Florida
$984 +$77 +4 +8%
SS
215
Sunbelt Securities
Texas
$833 -$154 -8 -15%
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$814
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$757
Jones Financial Companies
218
Jones Financial Companies
Missouri
$644
SEP
219
Signature Equity Partners
Ohio
$568 +$579 +30 New
RWS
220
Retirement Wealth Solutions
Wisconsin
$531 -$39 -2 -7%
RWM
221
Rialto Wealth Management
New York
$512
BFS
222
Bare Financial Services
Pennsylvania
$492
WA
223
WPG Advisers
Maryland
$492
AssetMark Inc
224
AssetMark Inc
California
$208 +$212 +11 New
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$208 +$212 +11 New

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.