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AAT

American Assets Trust
AAT

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $141K | Put options by funds: $56K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.54% more ownership

Funds ownership: 91.04% → 91.58% (+0.54%)

0% more funds holding

Funds holding: 218 → 219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

22% less capital invested

Capital invested by funds: $1.46B → $1.13B (-$327M)

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
77
Reduced
77
Closed
29
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.6M
2
CLGM
Capitolis Liquid Global Markets
New York
+$10.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.77M
4
UBS AM
UBS AM
Illinois
-$7.74M
5
KCM
Kennedy Capital Management
Missouri
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$201M -$30.8M -1,365,448 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M -$1.95M -86,440 -1%
AAI
3
American Assets Inc
California
$149M – – –
State Street
4
State Street
Massachusetts
$56.9M -$1.36M -60,437 -2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$40.9M +$5.33M +236,376 +13%
LSV Asset Management
6
LSV Asset Management
Illinois
$39.1M -$1.16M -51,500 -3%
AAIM
7
American Assets Investment Management
California
$29.7M – – –
Charles Schwab
8
Charles Schwab
California
$29.7M -$241K -10,678 -0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.6M +$1.61M +71,401 +6%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$24.2M +$10.6M +471,761 +65%
Ameriprise
11
Ameriprise
Minnesota
$23.7M +$1.46M +64,596 +6%
Morgan Stanley
12
Morgan Stanley
New York
$22.8M +$1.9M +84,260 +8%
Allianz Asset Management
13
Allianz Asset Management
Germany
$18M +$3.42M +151,541 +20%
Northern Trust
14
Northern Trust
Illinois
$16.8M -$492K -21,816 -3%
N
15
Nuveen
North Carolina
$16.6M -$3.44M -152,425 -16%
JP Morgan Chase
16
JP Morgan Chase
New York
$14.7M +$1.76M +78,156 +12%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$14.2M -$769K -34,085 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.34M -$538K -23,869 -5%
CLGM
19
Capitolis Liquid Global Markets
New York
$9.3M +$10.4M +462,000 New
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$8.36M +$9.36M +415,043 New
Goldman Sachs
21
Goldman Sachs
New York
$8.31M -$1.63M -72,328 -15%
Legal & General Group
22
Legal & General Group
United Kingdom
$7.22M +$134K +5,946 +2%
Millennium Management
23
Millennium Management
New York
$6.91M -$71.6K -3,174 -0.9%
Invesco
24
Invesco
Georgia
$6.75M +$2.15M +95,130 +40%
KCM
25
Kennedy Capital Management
Missouri
$6.42M -$3.91M -173,364 -35%
1
2 3 4 5

AAT Hedge Fund Activity: Q1 2025 in Review

219 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2025, worth a combined $1.13B — down 22% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AAT positions and 29 closed out — a net gain of 4 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $30.8M.

  • 219 institutional investors held American Assets Trust (AAT) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.13B of American Assets Trust stock for Q1 2025, down 22% quarter-over-quarter.
  • 33 funds opened new American Assets Trust positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q1 2025 was Arrowstreet Capital, an estimated $10.6M added.
  • The largest American Assets Trust seller in Q1 2025 was BlackRock, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.