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 234 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
301
shares
|
$6,098
0.0% of portfolio
|
Q1 2025
Added 116.55%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
287
shares
|
$5,814
0.0% of portfolio
|
Q2 2025
Added 1813.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
230
shares
|
$4,659
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
222
shares
|
$4,497
0.0% of portfolio
|
Q1 2025
Added 212.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
196
shares
|
$3,970
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
185
shares
|
$3,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
169
shares
|
$3,423
0.0% of portfolio
|
Q2 2025
Added 196.49%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
167
shares
|
$3,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
130
shares
|
$2,633
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
116
shares
|
$2,350
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
115
shares
|
$2,329
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
112
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
112
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
Reduced 58.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
88
shares
|
$1,782
0.0% of portfolio
|
Q1 2025
Added 158.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$1,418
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
65
shares
|
$1,316
0.0% of portfolio
|
Q4 2021
Reduced 47.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
54
shares
|
$1,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
52
shares
|
$1,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
48
shares
|
$972
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
43
shares
|
$871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$810
0.0% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
33
shares
|
$668
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
26
shares
|
$526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$526
0.0% of portfolio
|
Q3 2023
Reduced 63.38%
|