American Assets Investment Management, LLC has filed its 13F form on March 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.09 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Celsius Holdings, Inc. with a value of $1.05B, Pitney Bowes Inc with a value of $941M, Ge Vernova Inc with a value of $658M, and Ishares Barclays 20+ Year Trea with a value of $437M.

Examining the 13F form we can see an increase of $1.88B in the current position value, from $1.21B to 3.09B.

Below you can find more details about American Assets Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.09 Billion
Consumer Defensive: $1.05 Billion
Industrials: $941 Million
ETFs: $437 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $3.09 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 17, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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