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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
BlackRock
1
BlackRock
New York
$176M +$3.66M +189,697 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$2.57M +132,887 +2%
AAI
3
American Assets Inc
California
$140M
SM
4
Senvest Management
New York
$55.5M +$21.7M +1,125,474 +62%
State Street
5
State Street
Massachusetts
$54.8M -$481K -24,916 -0.9%
LSV Asset Management
6
LSV Asset Management
Illinois
$34.9M +$316K +16,360 +0.9%
AAIM
7
American Assets Investment Management
California
$28M +$38.7K +2,004 +0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$25.8M -$719K -37,266 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.1M +$5.23K +271 +0%
Ameriprise
10
Ameriprise
Minnesota
$23.9M +$2.3M +119,059 +10%
Charles Schwab
11
Charles Schwab
California
$20.5M -$2.85M -147,637 -12%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$19.6M -$2.89M -149,793 -13%
Morgan Stanley
13
Morgan Stanley
New York
$18.1M -$1.04M -53,932 -5%
Northern Trust
14
Northern Trust
Illinois
$14.5M -$853K -44,199 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$13.6M +$234K +12,122 +2%
N
16
Nuveen
North Carolina
$12.4M -$6.03M -312,505 -32%
Invesco
17
Invesco
Georgia
$12.3M +$3.51M +181,900 +39%
AG
18
Algert Global
California
$10.6M +$2.95M +152,612 +38%
KCM
19
Kennedy Capital Management
Missouri
$10.5M +$1.6M +83,094 +18%
AQR Capital Management
20
AQR Capital Management
Connecticut
$9.46M -$933K -48,315 -9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.43M +$846K +43,803 +10%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.78M +$67.2K +3,480 +0.9%
WAM
23
Waterfall Asset Management
New York
$7.7M +$1.76M +91,390 +29%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$7.66M +$2.22M +114,772 +40%
First Trust Advisors
25
First Trust Advisors
Illinois
$7.57M +$2.61M +135,425 +51%

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.