IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

American Assets Trust Inc (AAT)

CUSIP: 024013104 | NYSE | Real Estate · REIT - Diversified | Small Cap | 765 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AErnest S. Rady
with Ernest Rady Trust U/D/T March 10, 1983, American Assets, Inc.
28,951,75438.0%+648,658Aug 26, 2026No 13F filer matched
13D/AErnest S. Rady28,951,754
38.0% of class · Aug 26, 2026+648,658
with Ernest Rady Trust U/D/T March 10, 1983, American Assets, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

American Assets Inc7,571,235
51.9% of portfolio›$161.0M
American Assets Investment Management, LLC1,477,340
1.9% of portfolio›$31.4M
Private Management Group Inc792,326
0.5% of portfolio›$16.8M
Dimensional Fund Advisors LP713,054
0.0% of portfolio›$15.2M
Principal Financial Group Inc315,715
0.0% of portfolio›$6.7M
Y-Intercept (Hong Kong) Ltd68,892
0.0% of portfolio›$1.5M
Asset Management One Co., Ltd.66,137
0.0% of portfolio›$1.4M
Achmea Investment Management B.V.64,675
0.0% of portfolio›$1.4M
Citigroup Inc62,518
0.0% of portfolio›$1.3M
Wolverine Asset Management LLC58,493
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS47,412
0.0% of portfolio›$1.0M
Mitsubishi UFJ Asset Management Co., Ltd.46,714
0.0% of portfolio›$993.1K
Sumitomo Mitsui Trust Group, Inc.46,006
0.0% of portfolio›$978.1K
Creative Planning44,513
0.0% of portfolio›$946.3K
DekaBank Deutsche Girozentrale43,323
0.0% of portfolio›$923.0K
Inspire Investing, LLC35,343
0.0% of portfolio›$751.4K
State of Alaska, Department of Revenue34,920
0.0% of portfolio›$741.0K
New York State Teachers Retirement System23,991
0.0% of portfolio›$510.0K
Vert Asset Management LLC23,584
0.1% of portfolio›$501.4K
Ethic Inc.22,842
0.0% of portfolio›$485.6K
Louisiana State Employees Retirement System20,200
0.0% of portfolio›$429.5K
HUB Investment Partners, LLC20,053
0.0% of portfolio›$426.3K
Mystic Asset Management, Inc.19,210
0.1% of portfolio›$408.4K
Wealth Enhancement Advisory Services, LLC18,769
0.0% of portfolio›$405.6K
Daiwa Securities Group Inc.18,619
0.0% of portfolio›$395.8K
Evergreen Capital Management LLC18,291
0.0% of portfolio›$388.9K
Truist Financial Corp17,655
0.0% of portfolio›$375.3K
Park Capital Management, LLC / WI15,602
0.2% of portfolio›$331.7K
OpenArc Corporate Advisory, LLC15,389
0.0% of portfolio›$327.2K
Sterling Capital Management LLC14,240
0.0% of portfolio›$302.7K
Bailard, Inc.13,800
0.0% of portfolio›$293.4K
Strs Ohio13,600
0.0% of portfolio›$289.1K
Arizona State Retirement System13,400
0.0% of portfolio›$284.9K
Amalgamated Bank12,342
0.0% of portfolio›$262.0K
Yousif Capital Management, LLC12,122
0.0% of portfolio›$257.7K
Fifth Third Wealth Advisors LLC11,955
0.0% of portfolio›$254.2K
Alps Advisors Inc11,179
0.0% of portfolio›$237.7K
SAX Wealth Advisors, LLC10,735
0.0% of portfolio›$228.2K
Retirement Planning Co of New England, Inc.10,670
0.1% of portfolio›$226.8K
Oregon Public Employees Retirement Fund10,606
0.0% of portfolio›$225.5K
Sumitomo Mitsui DS Asset Management Company, Ltd10,429
0.0% of portfolio›$221.7K
Cyndeo Wealth Partners, LLC9,981
0.0% of portfolio›$212.2K
IFM Investors Pty Ltd9,863
0.0% of portfolio›$209.7K
Blue Trust, Inc.8,642
0.0% of portfolio›$183.7K
Farther Finance Advisors, LLC7,130
0.0% of portfolio›$151.6K
Gamma Investing LLC5,816
0.0% of portfolio›$123.6K
Bfsg, LLC5,788
0.0% of portfolio›$123.1K
Signaturefd, LLC4,888
0.0% of portfolio›$103.9K
Nisa Investment Advisors, LLC4,286
0.0% of portfolio›$91.1K
TD Waterhouse Canada Inc.4,033
0.0% of portfolio›$86.4K
State of Wyoming2,995
0.0% of portfolio›$63.7K
Parallel Advisors, LLC2,784
0.0% of portfolio›$59.2K
Chilton Capital Management LLC2,130
0.0% of portfolio›$45.3K
Covestor Ltd1,908
0.0% of portfolio›$41
University of Texas S AM Investment Management Co1,852
0.0% of portfolio›$39.4K
EverSource Wealth Advisors, LLC1,088
0.0% of portfolio›$23.1K
Fortitude Family Office, LLC955
0.0% of portfolio›$20.3K
Versant Capital Management, Inc948
0.0% of portfolio›$20.2K
Heritage Family Offices, LLP928
0.0% of portfolio›$19.7K
Provenance Wealth Advisors, LLC867
0.0% of portfolio›$18.4K
GF Fund Management Co. Ltd.651
0.0% of portfolio›$13.8K
Pinnacle Wealth Planning Services, Inc.634
0.0% of portfolio›$13.5K
SJS Investment Consulting Inc.587
0.0% of portfolio›$12.5K
Harbor Capital Advisors, Inc.538
0.0% of portfolio›$11
IFP Advisors, Inc523
0.0% of portfolio›$11.1K
Assetmark, Inc354
0.0% of portfolio›$7.5K
Clark Wealth Partners262
0.0% of portfolio›$5.6K
Essential Partners LLC260
0.0% of portfolio›$5.5K
Root Financial Partners, LLC230
0.0% of portfolio›$4.9K
North Star Investment Management Corp.220
0.0% of portfolio›$4.7K
MassMutual Private Wealth & Trust, FSB123
0.0% of portfolio›$2.6K
Bare Financial Services, Inc82
0.0% of portfolio›$1.7K
Mirae Asset Global Investments Co., Ltd.75
0.0% of portfolio›$1.6K
Retirement Wealth Solutions LLC62
0.0% of portfolio›$1.3K
True Wealth Design, LLC60
0.0% of portfolio›$1.3K
Farmers & Merchants Investments Inc59
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust53
0.0% of portfolio›$1.1K
Physician Wealth Advisors, Inc.45
0.0% of portfolio›$957
Signature Equity Partners, LLC43
0.0% of portfolio›$914
WPG Advisers, LLC26
0.0% of portfolio›$553
Bell Investment Advisors, Inc23
0.0% of portfolio›$489
Ascentis Wealth Management, LLC23
0.0% of portfolio›$488
Valley National Advisers Inc22
0.0% of portfolio›$468
UMB Private Wealth Management, LLC19
0.0% of portfolio›$404
JFS Wealth Advisors, LLC18
0.0% of portfolio›$383
Proathlete Wealth Management LLC13
0.0% of portfolio›$276
Financial Consulate, Inc11
0.0% of portfolio›$234
Gilpin Wealth Management, LLC3
0.0% of portfolio›$64
StyleTurnoverLocationFiled
American Assets Inc
7,571,235$161.0M51.9%YieldVery LowSan Diego, CA2026-10-30
American Assets Investment Management, LLC
1,477,340$31.4M1.9%GARPVery LowSan Diego, CA2026-10-30
Private Management Group Inc
792,326$16.8M0.5%YieldLowIrvine, CA2026-11-04
Dimensional Fund Advisors LP
713,054$15.2M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
315,715$6.7M0.0%CoreLowDes Moines, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
68,892$1.5M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Asset Management One Co., Ltd.
66,137$1.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
Achmea Investment Management B.V.
64,675$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
Citigroup Inc
62,518$1.3M0.0%CoreMediumNew York, NY2026-11-04
Wolverine Asset Management LLC
58,493$1.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
47,412$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
46,714$993.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
46,006$978.1K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Creative Planning
44,513$946.3K0.0%IndexVery LowOverland Park, KS2026-11-02
DekaBank Deutsche Girozentrale
43,323$923.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Inspire Investing, LLC
35,343$751.4K0.0%GARPHighMeridian, ID2026-10-22
State of Alaska, Department of Revenue
34,920$741.0K0.0%CoreVery LowJuneau, AK2026-10-15
New York State Teachers Retirement System
23,991$510.0K0.0%CoreVery LowAlbany, NY2026-10-22
Vert Asset Management LLC
23,584$501.4K0.1%YieldLowSausalito, CA2026-10-28
Ethic Inc.
22,842$485.6K0.0%CoreLowNew York, NY2026-11-03
Louisiana State Employees Retirement System
20,200$429.5K0.0%IndexLowBaton Rouge, LA2026-10-20
HUB Investment Partners, LLC
20,053$426.3K0.0%GrowthLowAustin, TX2026-11-03
Mystic Asset Management, Inc.
19,210$408.4K0.1%CoreVery LowWarwick, RI2026-10-15
Wealth Enhancement Advisory Services, LLC
18,769$405.6K0.0%CoreLowPlymouth, MN2026-10-13
Daiwa Securities Group Inc.
18,619$395.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Evergreen Capital Management LLC
18,291$388.9K0.0%GARPMediumBellevue, WA2026-10-23
Truist Financial Corp
17,655$375.3K0.0%CoreLowCharlotte, NC2026-10-30
Park Capital Management, LLC / WI
15,602$331.7K0.2%GrowthHighMadison, WI2026-10-13
OpenArc Corporate Advisory, LLC
15,389$327.2K0.0%GrowthLowAtlanta, GA2026-10-21
Sterling Capital Management LLC
14,240$302.7K0.0%GARPMediumCharlotte, NC2026-10-22
Bailard, Inc.
13,800$293.4K0.0%GrowthMediumFoster City, CA2026-10-13
Strs Ohio
13,600$289.1K0.0%CoreMediumColumbus, OH2026-10-30
Arizona State Retirement System
13,400$284.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
12,342$262.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
12,122$257.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Wealth Advisors LLC
11,955$254.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Alps Advisors Inc
11,179$237.7K0.0%YieldLowDenver, CO2026-11-03
SAX Wealth Advisors, LLC
10,735$228.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Retirement Planning Co of New England, Inc.
10,670$226.8K0.1%CoreLowWarwick, RI2026-10-15
Oregon Public Employees Retirement Fund
10,606$225.5K0.0%IndexVery LowTigard, OR2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
10,429$221.7K0.0%IndexVery LowTokyo, Mexico2026-10-20
Cyndeo Wealth Partners, LLC
9,981$212.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
IFM Investors Pty Ltd
9,863$209.7K0.0%IndexVery LowMelbourne, China2026-10-14
Blue Trust, Inc.
8,642$183.7K0.0%ETFLowBrentwood, TN2026-10-15
Farther Finance Advisors, LLC
7,130$151.6K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
5,816$123.6K0.0%IndexVery LowFoster City, CA2026-10-08
Bfsg, LLC
5,788$123.1K0.0%CoreLowIrvine, CA2026-10-30
Signaturefd, LLC
4,888$103.9K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
4,286$91.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
TD Waterhouse Canada Inc.
4,033$86.4K0.0%CoreLowToronto, Australia2026-10-16
State of Wyoming
2,995$63.7K0.0%ValueHighCheyenne, WY2026-10-28
Parallel Advisors, LLC
2,784$59.2K0.0%IndexLowSan Francisco, CA2026-11-03
Chilton Capital Management LLC
2,130$45.3K0.0%GrowthMediumHouston, TX2026-10-28
Covestor Ltd
1,908$410.0%ValueHighLondon, United Kingdom2026-10-30
University of Texas S AM Investment Management Co
1,852$39.4K0.0%CoreHighAustin, TX2026-11-03
EverSource Wealth Advisors, LLC
1,088$23.1K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
955$20.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
948$20.2K0.0%GARPLowPhoenix, AZ2026-10-02
Heritage Family Offices, LLP
928$19.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Provenance Wealth Advisors, LLC
867$18.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
GF Fund Management Co. Ltd.
651$13.8K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Pinnacle Wealth Planning Services, Inc.
634$13.5K0.0%GARPLowMansfield, OH2026-10-27
SJS Investment Consulting Inc.
587$12.5K0.0%ETFVery LowSylvania, OH2026-10-26
Harbor Capital Advisors, Inc.
538$110.0%ValueHighChicago, IL2026-10-22
IFP Advisors, Inc
523$11.1K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
354$7.5K0.0%ETFLowConcord, CA2026-10-21
Clark Wealth Partners
262$5.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Essential Partners LLC
260$5.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
230$4.9K0.0%ETFMediumEncinitas, CA2026-10-21
North Star Investment Management Corp.
220$4.7K0.0%CoreLowChicago, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
123$2.6K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
82$1.7K0.0%ETFVery LowGap, PA2026-11-04
Mirae Asset Global Investments Co., Ltd.
75$1.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Retirement Wealth Solutions LLC
62$1.3K0.0%ETFLowMarshfield, WI2026-10-07
True Wealth Design, LLC
60$1.3K0.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
59$1.3K0.0%CoreVery LowLincoln, NE2026-10-22
Parkside Financial Bank & Trust
53$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Physician Wealth Advisors, Inc.
45$9570.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
43$9140.0%GrowthMediumColumbus, OH2026-10-29
WPG Advisers, LLC
26$5530.0%CoreLowBaltimore, MD2026-10-27
Bell Investment Advisors, Inc
23$4890.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
23$4880.0%Agg GrowthLowDallas, TX2026-11-03
Valley National Advisers Inc
22$4680.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
19$4040.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
18$3830.0%ETFVery LowHermitage, PA2026-11-03
Proathlete Wealth Management LLC
13$2760.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Consulate, Inc
11$2340.0%ETFLowHunt Valley, MD2026-10-23
Gilpin Wealth Management, LLC
3$640.0%GrowthLowDenver, CO2026-10-09