American Assets Trust AAT Institutional Ownership

NYSE AAT

$20.48 -0.27 (-1.33%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

245 Institutions

Increased 127 51.8%

Unchanged 43 17.6%

Reduced 75 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.12%

▼-1.88 pp QoQ

Shares Held by Institutions

57.18Mn

of 61.40Mn outstanding

▼-1.96% QoQ

Shares Outstanding

61.40Mn

4.23Mn held outside 13F filers

Institutional Investors

245

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

-1.14Mn

distributed since last quarter

Value of Holdings

$1.19Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

American Assets Trust, Inc. (NYSE:AAT) was reported as a holding by 245 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 93.12% of American Assets Trust's outstanding shares at the end of Q2 2026, down from 95.00% in Q1 2026.
Total shares held in American Assets Trust fell 1.96% from Q1 2026, while the number of holders rose 9.38% from Q2 2025.
Of the 245 holders, 127 added to their positions, 75 reduced their stakes and 43 left their positions unchanged in Q2 2026.
The aggregate institutional position in American Assets Trust was 57.18Mn shares at the end of Q2 2026, down 1.14Mn from the prior quarter and up 1.76Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in American Assets Trust with 9.16Mn shares, or 14.92% of shares outstanding.
Holders that added the most shares of American Assets Trust in Q2 2026 were Fuller & Thaler Asset Management, Inc. (+424.03K shares), UBS Asset Management Americas (+310.08K shares), LSV Asset Management (+235.57K shares), Qube Research & Technologies Ltd (+149.32K shares) and CSM Advisors, LLC (+144.97K shares).
Among holders that kept a stake in American Assets Trust, the biggest sellers in Q2 2026 were Senvest Management, LLC (-925.7K shares), JPMorgan Chase & Co (-762.88K shares), Millennium Management LLC (-379.12K shares), BlackRock, Inc. (-290.04K shares) and Algert Global LLC (-223.67K shares).
American Assets Trust's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (9.16Mn shares), American Assets Inc (7.37Mn shares), Vanguard Portfolio Management LLC (5.47Mn shares), State Street Corp (2.8Mn shares), Senvest Management, LLC (2.65Mn shares), LSV Asset Management (2.21Mn shares), Vanguard Capital Management LLC (2.05Mn shares), American Assets Investment Management, LLC (1.48Mn shares), Geode Capital Management, LLC (1.39Mn shares) and Charles Schwab Investment Management Inc (1.28Mn shares), per Business Quant data.

Form 13F Holdings

245 Institutional Holders

Report period 30 Jun, 2026

Total shares held 57.18Mn

Of outstanding 93.12%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,162,398	14.92%	▼290,044	-3.07%	$226.22Mn
2	AMERICAN ASSETS INC	0000885118	7,374,599	12.01%	0	0.00%	$182.08Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,472,335	8.91%	▲75,375	+1.40%	$135.11Mn
4	State Street Corp	0000093751	2,797,915	4.56%	▼46,415	-1.63%	$69.08Mn
5	Senvest Management, LLC	0001328785	2,651,358	4.32%	▼925,696	-25.88%	$65.46Mn
6	LSV ASSET MANAGEMENT	0001050470	2,212,047	3.60%	▲235,573	+11.92%	$54.62K
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,052,700	3.34%	▼65,974	-3.11%	$50.68Mn
8	American Assets Investment Management, LLC	0001389256	1,477,340	2.41%	0	0.00%	$36.48Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,394,216	2.27%	▲57,645	+4.31%	$34.43Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,279,982	2.08%	▲18,598	+1.47%	$31.60Mn
11	Ameriprise Financial Inc	0000820027	1,049,224	1.71%	▲96,642	+10.15%	$25.72Mn
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,032,169	1.68%	▲71,332	+7.42%	$25.48Mn
13	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	1,019,791	1.66%	▲424,031	+71.17%	$25.18Mn
14	Morgan Stanley	0000895421	953,785	1.55%	▲70,303	+7.96%	$23.55Mn
15	PRIVATE MANAGEMENT GROUP INC	0001142031	800,019	1.30%	▼6,565	-0.81%	$19.75Mn
16	Invesco Ltd.	0000914208	709,148	1.15%	▼96,478	-11.98%	$17.51Mn
17	Northern Trust Corp	0000073124	665,613	1.08%	▼108,924	-14.06%	$16.43Mn
18	DIMENSIONAL FUND ADVISORS LP	0000354204	663,092	1.08%	▲46,209	+7.49%	$16.37Mn
19	TWO SIGMA INVESTMENTS, LP	0001179392	618,313	1.01%	▲75,581	+13.93%	$15.27Mn
20	ALGERT GLOBAL LLC	0001275218	589,233	0.96%	▼223,668	-27.51%	$14.55Mn

Showing 1 to 20 of 245 holders