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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, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

983% more call options, than puts

Call options by funds: $249K | Put options by funds: $23K

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 219226 (+7)

0.87% more ownership

Funds ownership: 91.58%92.45% (+0.87%)

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 (-$11.3M)

Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
96
Reduced
70
Closed
28
Calls
$249K
Puts
$23K
Net Calls
+$226K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M -$15.2M -781,158 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$321K +16,509 +0.2%
AAI
3
American Assets Inc
California
$147M
State Street
4
State Street
Massachusetts
$57.4M +$1.54M +79,301 +3%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$38.8M -$1.25M -64,501 -3%
LSV Asset Management
6
LSV Asset Management
Illinois
$37.6M -$687K -35,300 -2%
AAIM
7
American Assets Investment Management
California
$29.1M
Charles Schwab
8
Charles Schwab
California
$28.8M -$272K -13,963 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$27.5M +$1.41M +72,458 +5%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$24.8M +$1.03M +53,070 +4%
Ameriprise
11
Ameriprise
Minnesota
$22.7M +$1.1M +56,553 +5%
N
12
Nuveen
North Carolina
$21.3M +$4.92M +253,130 +31%
Morgan Stanley
13
Morgan Stanley
New York
$20.1M -$2.23M -114,857 -10%
Northern Trust
14
Northern Trust
Illinois
$16.4M -$97.8K -5,030 -0.6%
Goldman Sachs
15
Goldman Sachs
New York
$14.3M +$6.08M +312,743 +76%
SM
16
Senvest Management
New York
$14.2M +$14M +718,159 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$13.8M -$125K -6,404 -0.9%
UBS Group
18
UBS Group
Switzerland
$12.3M +$11.1M +568,475 +1,048%
Allianz Asset Management
19
Allianz Asset Management
Germany
$11.7M -$5.89M -302,693 -34%
Millennium Management
20
Millennium Management
New York
$11.3M +$4.47M +229,536 +67%
Invesco
21
Invesco
Georgia
$9.8M +$3.14M +161,303 +48%
KCM
22
Kennedy Capital Management
Missouri
$9.72M +$3.37M +173,083 +54%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.63M +$460K +23,656 +5%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.56M -$4.79M -246,342 -34%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$9.42M +$1.21M +61,979 +15%

AAT Hedge Fund Activity: Q2 2025 in Review

226 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2025, worth a combined $1.12B — down 1% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AAT positions and 28 closed out — a net gain of 8 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Senvest Management, opening a new position worth an estimated $14M. The largest seller was BlackRock, cutting an estimated $15.2M.

  • 226 institutional investors held American Assets Trust (AAT) as of Q2 2025, up from 219 in Q1 2025.
  • Funds reported $1.12B of American Assets Trust stock for Q2 2025, down 1% quarter-over-quarter.
  • 36 funds opened new American Assets Trust positions in Q2 2025 and 28 closed out, a net change of +8 holders.
  • The largest American Assets Trust buyer in Q2 2025 was Senvest Management, an estimated $14M added.
  • The largest American Assets Trust seller in Q2 2025 was BlackRock, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2025.