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AAT Institutional Ownership

American Assets Trust, Inc.
1W: +3.9% 1M: -0.7% 3M: -11.2% YTD: +14.1% 1Y: +9.4% 3Y: +35.9% 5Y: -31.1%
$21.19
-0.22 (-1.03%)
 
Weekly Expected Move ±3.2%
$20 $21 $21 $22 $23
NYSE · Real Estate · REIT - Diversified · Tech Score Neutral · Power 52 · $1.3B mcap · 46M float · 0.951% daily turnover · Short 52% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $43.3M held by 114 funds, 147 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — AAT

265
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
34
New Positions
93
Increased
96
Reduced
19
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (288 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 9,162,398 $196M -290,044 -3.1% 8Q SEC ↗
2 AMERICAN ASSETS INC 7,374,599 $158M — +0.0% 62Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 5,472,335 $117M +75,375 +1.4% 2Q SEC ↗
4 STATE STREET CORP 2,797,915 $60M -46,415 -1.6% 43Q SEC ↗
5 Senvest Management, LLC 2,651,358 $57M -925,696 -25.9% 5Q SEC ↗
6 LSV ASSET MANAGEMENT 2,212,047 $47M +235,573 +11.9% 23Q SEC ↗
7 VANGUARD CAPITAL MANAGEMENT LLC 2,052,700 $44M -65,974 -3.1% 2Q SEC ↗
8 American Assets Investment Management, 1,477,340 $32M — +0.0% 60Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 1,394,216 $30M +57,645 +4.3% 62Q SEC ↗
10 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,279,982 $27M +18,598 +1.5% 15Q SEC ↗
11 Sixth Street Partners Management Compa NEW 1,279,982 $27M — +0.0% 1Q SEC ↗
12 AMERIPRISE FINANCIAL INC 1,049,224 $22M +96,642 +10.1% 16Q SEC ↗
13 ARROWSTREET CAPITAL, LIMITED PARTNERSH 1,032,169 $22M +71,332 +7.4% 10Q SEC ↗
14 FULLER & THALER ASSET MANAGEMENT, INC. 1,019,791 $22M +424,031 +71.2% 28Q SEC ↗
15 MORGAN STANLEY 953,785 $20M +70,303 +8.0% 60Q SEC ↗
16 PRIVATE MANAGEMENT GROUP INC 800,019 $17M -6,565 -0.8% 2Q SEC ↗
17 Invesco Ltd. 709,148 $15M -96,478 -12.0% 62Q SEC ↗
18 NORTHERN TRUST CORP 665,613 $14M -108,924 -14.1% 62Q SEC ↗
19 DIMENSIONAL FUND ADVISORS LP 663,092 $14M +46,209 +7.5% 54Q SEC ↗
20 TWO SIGMA INVESTMENTS, LP 618,313 $13M +75,581 +13.9% 3Q SEC ↗
21 ALGERT GLOBAL LLC 589,233 $13M -223,668 -27.5% 18Q SEC ↗
22 JPMORGAN CHASE & CO 516,647 $11M -762,876 -59.6% 54Q SEC ↗
23 Bank of New York Mellon Corp 452,076 $10M -7,419 -1.6% 62Q SEC ↗
24 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 435,679 $9M -30,180 -6.5% 6Q SEC ↗
25 UBS Group AG 418,648 $9M -6,681 -1.6% 47Q SEC ↗
26 BESSEMER GROUP INC 375,358 $8M +119,200 +46.5% 8Q SEC ↗
27 GOLDMAN SACHS GROUP INC 371,454 $8M -46,534 -11.1% 15Q SEC ↗
28 AQR CAPITAL MANAGEMENT LLC 368,268 $8M +10,506 +2.9% 55Q SEC ↗
29 CSM Advisors, LLC 337,996 $7M +144,970 +75.1% 2Q SEC ↗
30 PANAGORA ASSET MANAGEMENT INC 335,253 $7M +17,785 +5.6% 15Q SEC ↗
31 RAYMOND JAMES FINANCIAL INC 326,786 $7M +59,019 +22.0% 7Q SEC ↗
32 UBS AM, a distinct business unit of UB 313,371 $7M +310,078 +9416.3% 3Q SEC ↗
33 VANGUARD FIDUCIARY TRUST CO 312,450 $7M +6,555 +2.1% 2Q SEC ↗
34 PRINCIPAL FINANCIAL GROUP INC 303,376 $6M +4,478 +1.5% 62Q SEC ↗
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 297,597 $6M +27,570 +10.2% 10Q SEC ↗
36 JACOBS LEVY EQUITY MANAGEMENT, INC 297,438 $6M -21,539 -6.8% 6Q SEC ↗
37 CITADEL ADVISORS LLC 296,680 $6M +74,824 +33.7% 26Q SEC ↗
38 Legal & General Group Plc 285,941 $6M -67,931 -19.2% 27Q SEC ↗
39 FIRST TRUST ADVISORS LP 271,282 $6M -139,316 -33.9% 22Q SEC ↗
40 Qube Research & Technologies Ltd 262,468 $6M +149,324 +132.0% 6Q SEC ↗
41 FMR LLC 254,596 $5M -64,381 -20.2% 62Q SEC ↗
42 Argosy-Lionbridge Management, LLC 247,506 $5M +37,643 +17.9% 4Q SEC ↗
43 Nuveen, LLC 247,436 $5M -10,214 -4.0% 6Q SEC ↗
44 Universal- Beteiligungs- und Servicege 228,870 $5M +23,478 +11.4% 7Q SEC ↗
45 Allianz Asset Management GmbH 219,531 $5M +78,337 +55.5% 20Q SEC ↗
46 Man Group plc 173,746 $4M +20,974 +13.7% 6Q SEC ↗
47 HSBC HOLDINGS PLC 173,034 $4M +77,216 +80.6% 53Q SEC ↗
48 BANK OF AMERICA CORP /DE 168,653 $4M +11,001 +7.0% 15Q SEC ↗
49 MARTINGALE ASSET MANAGEMENT L P 163,315 $3M +43,922 +36.8% 12Q SEC ↗
50 Public Sector Pension Investment Board 162,441 $3M -6,922 -4.1% 51Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
FULLER & THALER ASSET MANAGEMENT, I +424,031 +71.2% 1,019,791
UBS AM, a distinct business unit of +310,078 +9416.3% 313,371
LSV ASSET MANAGEMENT +235,573 +11.9% 2,212,047
Qube Research & Technologies Ltd +149,324 +132.0% 262,468
CSM Advisors, LLC +144,970 +75.1% 337,996
BESSEMER GROUP INC +119,200 +46.5% 375,358
Lighthouse Investment Partners, LLC +105,196 +334.5% 136,643
AMERIPRISE FINANCIAL INC +96,642 +10.1% 1,049,224
Allianz Asset Management GmbH +78,337 +55.5% 219,531
HSBC HOLDINGS PLC +77,216 +80.6% 173,034
TWO SIGMA INVESTMENTS, LP +75,581 +13.9% 618,313
VANGUARD PORTFOLIO MANAGEMENT LLC +75,375 +1.4% 5,472,335
CITADEL ADVISORS LLC +74,824 +33.7% 296,680
ARROWSTREET CAPITAL, LIMITED PARTNE +71,332 +7.4% 1,032,169
MORGAN STANLEY +70,303 +8.0% 953,785
RAYMOND JAMES FINANCIAL INC +59,019 +22.0% 326,786
GEODE CAPITAL MANAGEMENT, LLC +57,645 +4.3% 1,394,216
PICTON MAHONEY ASSET MANAGEMENT +51,524 +119823.3% 51,567
DIMENSIONAL FUND ADVISORS LP +46,209 +7.5% 663,092
MARTINGALE ASSET MANAGEMENT L P +43,922 +36.8% 163,315
Biggest Decreases (20)
HolderReducedChange %Total Shares
Senvest Management, LLC -925,696 -25.9% 2,651,358
JPMORGAN CHASE & CO -762,876 -59.6% 516,647
MILLENNIUM MANAGEMENT LLC -379,124 -84.2% 71,071
BlackRock, Inc. -290,044 -3.1% 9,162,398
ALGERT GLOBAL LLC -223,668 -27.5% 589,233
JANE STREET GROUP, LLC -148,083 -89.7% 16,917
FIRST TRUST ADVISORS LP -139,316 -33.9% 271,282
NORTHERN TRUST CORP -108,924 -14.1% 665,613
Invesco Ltd. -96,478 -12.0% 709,148
STRS OHIO -76,600 -88.7% 9,800
Legal & General Group Plc -67,931 -19.2% 285,941
VANGUARD CAPITAL MANAGEMENT LLC -65,974 -3.1% 2,052,700
FMR LLC -64,381 -20.2% 254,596
BARCLAYS PLC -50,342 -85.1% 8,823
GOLDMAN SACHS GROUP INC -46,534 -11.1% 371,454
STATE STREET CORP -46,415 -1.6% 2,797,915
PRUDENTIAL FINANCIAL INC -32,385 -20.3% 127,290
HOTCHKIS & WILEY CAPITAL MANAGEMENT -30,180 -6.5% 435,679
JACOBS LEVY EQUITY MANAGEMENT, INC -21,539 -6.8% 297,438
SUSQUEHANNA INTERNATIONAL GROUP, LL -19,204 -70.1% 8,190

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