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AAT

American Assets Trust

233 hedge funds and large institutions have $1.15B invested in American Assets Trust in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

3% more funds holding

Funds holding: 226233 (+7)

3% more capital invested

Capital invested by funds: $1.12B → $1.15B (+$32M)

0.06% more ownership

Funds ownership: 92.45%92.51% (+0.06%)

72% less call options, than puts

Call options by funds: $14K | Put options by funds: $50K

Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
93
Reduced
75
Closed
29
Calls
$14K
Puts
$50K
Net Calls
-$36K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$185M -$1.2M -59,511 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M -$3.45M -171,271 -2%
AAI
3
American Assets Inc
California
$150M
State Street
4
State Street
Massachusetts
$59.4M +$339K +16,786 +0.6%
LSV Asset Management
5
LSV Asset Management
Illinois
$37.2M -$1.54M -76,200 -4%
SM
6
Senvest Management
New York
$36.7M +$21.9M +1,085,803 +151%
AAIM
7
American Assets Investment Management
California
$30M
JP Morgan Chase
8
JP Morgan Chase
New York
$28.5M +$18.5M +918,635 +190%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.9M -$1.37M -67,780 -5%
Charles Schwab
10
Charles Schwab
California
$25M -$4.61M -228,660 -16%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$24.1M -$1.37M -67,717 -5%
Ameriprise
12
Ameriprise
Minnesota
$23.2M -$1.4M -69,328 -6%
Morgan Stanley
13
Morgan Stanley
New York
$20.5M -$159K -7,901 -0.8%
N
14
Nuveen
North Carolina
$19.6M -$2.25M -111,750 -10%
Northern Trust
15
Northern Trust
Illinois
$16.5M -$354K -17,536 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$14.3M +$152K +7,547 +1%
Allianz Asset Management
17
Allianz Asset Management
Germany
$13.3M +$1.26M +62,340 +11%
Goldman Sachs
18
Goldman Sachs
New York
$11.8M -$2.9M -143,954 -20%
AQR Capital Management
19
AQR Capital Management
Connecticut
$11.1M +$7.01M +347,589 +173%
Citadel Advisors
20
Citadel Advisors
Florida
$10M +$7.76M +384,997 +354%
KCM
21
Kennedy Capital Management
Missouri
$9.59M -$406K -20,143 -4%
Invesco
22
Invesco
Georgia
$9.51M -$577K -28,610 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.23M -$669K -33,173 -7%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$8.28M +$2.54M +126,109 +45%
AG
25
Algert Global
California
$8.26M +$2.51M +124,347 +44%

AAT Hedge Fund Activity: Q3 2025 in Review

233 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q3 2025, worth a combined $1.15B — up 2.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AAT positions and 29 closed out — a net gain of 7 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Senvest Management, adding an estimated $21.9M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $38.8M sold.

  • 233 institutional investors held American Assets Trust (AAT) as of Q3 2025, up from 226 in Q2 2025.
  • Funds reported $1.15B of American Assets Trust stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 36 funds opened new American Assets Trust positions in Q3 2025 and 29 closed out, a net change of +7 holders.
  • The largest American Assets Trust buyer in Q3 2025 was Senvest Management, an estimated $21.9M added.
  • The largest American Assets Trust seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2025.