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AMERICAN ASSETS INC

Q2 2025 · Filed 2025-08-05
Market Value
$288M
-0.1%
Holdings
25
-6
New Purchases
1
Added To
2
Closed
5
Reduced
0
Top 10 Concentration
97.8%
Turnover
24.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WFC 41.59% 39.88% +1.71% $120M
ELF 0.49% 0.27% +0.22% $1M
ALGN 0.31% 0.17% +0.15% $905K
MGM 0.33% 0.19% +0.14% $950K
REXR 0.12% 0.00% +0.12% $352K
BAC 1.34% 1.27% +0.07% $4M
TD 0.36% 0.31% +0.05% $1M
COF 0.66% 0.62% +0.04% $2M
BUD 0.12% 0.11% +0.02% $352K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAT 51.10% 51.55% -0.45% $147M
DVN 0.00% 0.39% -0.39% $0
MDLZ 0.00% 0.33% -0.33% $0
WYNN 0.00% 0.30% -0.30% $0
CHRD 0.00% 0.27% -0.27% $0
JAZZ 0.00% 0.22% -0.22% $0
XOM 1.24% 1.44% -0.20% $4M
REGN 0.31% 0.40% -0.09% $883K
SLB 0.23% 0.29% -0.06% $661K
COP 0.24% 0.29% -0.05% $683K
MRK 0.32% 0.37% -0.05% $922K
CVX 0.24% 0.29% -0.05% $684K
FANG 0.23% 0.28% -0.04% $673K
TFC 0.14% 0.14% -0.01% $395K
PCG 0.33% 0.34% -0.01% $962K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $129M 44.7%
Large Cap 15 $9M 3.2%
Mid Cap 4 $3M 0.9%
Small Cap 1 $147M 51.1%

Portfolio Analytics

Avg Market Cap
$123.5B
Median Market Cap
$65.8B
Avg P/E
31.9
Median P/E
26.0
Avg Dividend Yield
0.02%
Avg Beta
0.80
# Stocks
25
# ETFs / Funds
0

Top Holdings (25 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAT 51.10% 7,374,599 $147M $19.94 -$1M
2 WFC 41.59% 1,600,626 $120M $74.78 $5M
3 BAC 1.34% 87,500 $4M $44.13 $210K
4 XOM 1.24% 35,000 $4M $102.30 -$582K
5 COF 0.66% 10,000 $2M $189.15 $98K
6 ELF 0.49% 12,600 $1M $112.49 $626K
7 TD 0.36% 15,000 $1M $69.05 $137K
8 PCG 0.33% 57,000 $962K $16.88 -$17K
9 MGM 0.33% 30,000 $950K $31.65 $416K +12,000 +66.7%
10 MRK 0.32% 12,000 $922K $76.84 -$155K
11 ALGN 0.31% 5,000 $905K $180.94 $428K +2,000 +66.7%
12 REGN 0.31% 1,800 $883K $490.28 -$259K
13 SPG 0.28% 5,000 $815K $163.07 -$15K
14 CVX 0.24% 5,000 $684K $136.70 -$153K
15 COP 0.24% 8,000 $683K $85.35 -$157K
16 FANG 0.23% 5,000 $673K $134.55 -$127K
17 SLB 0.23% 20,000 $661K $33.05 -$175K
18 TFC 0.14% 10,000 $395K $39.50 -$16K
19 BUD 0.12% 5,000 $352K $70.49 $45K
20 REXR 0.12% 10,000 $352K $35.24 +10,000 NEW
21 CHRD —% -$789K -7,000 -100.0% SOLD
22 JAZZ —% -$621K -5,000 -100.0% SOLD
23 WYNN —% -$852K -10,200 -100.0% SOLD
24 MDLZ —% -$950K -14,000 -100.0% SOLD
25 DVN —% -$1M -30,000 -100.0% SOLD

New Positions

SymbolValue% Port
REXR $352K 0.12%

Sold Out Positions

SymbolValue% Port
DVN —%
CHRD —%
JAZZ —%
MDLZ —%
WYNN —%
View SEC EDGAR Filings for AMERICAN ASSETS INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms