Institutional Ownership American Assets Trust, Inc. (AAT)
This table provides information about the institutional ownership of American Assets Trust, Inc. (AAT). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,891
shares
|
$46,915
0.0% of portfolio
|
Q3 2024
Added 34.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,869
shares
|
$46,369
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,738
shares
|
$43,119
0.0% of portfolio
|
Q1 2024
Added 57.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,690
shares
|
$41,928
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,266
shares
|
$31,409
0.01% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,172
shares
|
$29,077
0.0% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,014
shares
|
$25,157
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
990
shares
|
$24,561
0.0% of portfolio
|
Q2 2024
Added 100.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
752
shares
|
$18,657
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
685
shares
|
$16,994
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
642
shares
|
$15,928
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
596
shares
|
$14,786
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
569
shares
|
$14,116
0.01% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
527
shares
|
$13,074
0.0% of portfolio
|
Q3 2024
Added 120.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
491
shares
|
$12,181
0.0% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
475
shares
|
$11,784
0.01% of portfolio
|
Q1 2022
Added 19.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
452
shares
|
$11,214
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
280
shares
|
$6,946
0.0% of portfolio
|
Q2 2024
Added 129.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
250
shares
|
$6,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
218
shares
|
$5,408
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
205
shares
|
$5,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
189
shares
|
$4,689
0.0% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
188
shares
|
$4,664
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
172
shares
|
$4,267
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
162
shares
|
$4,019
0.0% of portfolio
|
Q4 2023
Added 18.25%
|