American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 93.28% institutional investors, 1.55% insiders, and 5.17% retail investors. Blackrock is the largest institutional shareholder, holding 19.09% of AAT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.63% of its assets in American Assets Trust shares.
AAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 93.28% | 1.55% | 5.17% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Diversified REIT Stocks | 62.09% | 5.58% | 32.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Blackrock funding, inc. /de | 9.19M | 15.17% | $181.41M |
| Vanguard group | 7.79M | 12.91% | $204.45M |
| American assets | 7.37M | 12.18% | $147.05M |
| State street | 2.89M | 4.78% | $75.80M |
| T. rowe price investment management | 1.97M | 3.25% | $38.82M |
| Lsv asset management | 1.90M | 3.15% | $37.62M |
| Charles schwab investment management | 1.48M | 2.46% | $38.94M |
| American assets investment management | 1.48M | 2.44% | $29.14M |
| Arrowstreet capital, limited partnership | 1.25M | 2.07% | $24.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 51.10% | $147.05M |
| American assets investment management | 1.48M | 2.34% | $29.14M |
| B&i capital | 295.62K | 1.99% | $5.84M |
| Crossingbridge advisors | 70.00K | 1.22% | $1.39M |
| Senvest management | 718.16K | 0.47% | $14.18M |
| Entrypoint capital | 25.95K | 0.26% | $512.61K |
| Kennedy capital management | 491.98K | 0.23% | $9.72M |
| Mqs management | 16.98K | 0.18% | $335.26K |
| Vert asset management | 20.87K | 0.15% | $412.16K |
| Versor investments lp | 38.44K | 0.13% | $759.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Senvest management | 718.16K | 0.47% | 718.16K |
| Wellington management group llp | 661.76K | 0.00% | 578.39K |
| B&i capital | 295.62K | 1.99% | 295.62K |
| Norges bank | 228.87K | 0.00% | 228.87K |
| Blackrock | 11.51M | 0.01% | 212.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.19M | 0.00% | -781.16K |
| Capitolis liquid global markets | - | - | -462.00K |
| Adage capital partners gp | - | - | -438.29K |
| Invesco | 239.97K | 0.00% | -247.87K |
| Nuveen asset management | 976.82K | 0.01% | -123.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Senvest management | 718.16K | 0.47% | 718.16K | $14.18M |
| B&i capital | 295.62K | 1.99% | 295.62K | $5.84M |
| Norges bank | 228.87K | 0.00% | 228.87K | $6.01M |
| Crossingbridge advisors | 70.00K | 1.22% | 70.00K | $1.39M |
| Penserra capital management | 53.85K | 0.01% | 53.85K | $1.06M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -3.00 |
| Mendota financial group | -7.00 |
| Stephens consulting | -40.00 |
| Whittier trust co of nevada | -44.00 |
| Golden state wealth management | -49.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 224 | - | 56,469,511 | 1.11% | 93 | 1.10% | 130 | 14.04% | 69 | -8.00% |
| Mar 31, 2025 | 221 | 0.91% | 55,698,240 | 0.50% | 91 | 1.09% | 112 | -2.61% | 75 | 20.97% |
| Dec 31, 2024 | 213 | -0.47% | 55,157,704 | 0.90% | 91 | 1.11% | 110 | 14.58% | 62 | -22.50% |
| Sep 30, 2024 | 214 | 7.54% | 54,666,004 | -0.53% | 90 | 1.09% | 96 | -4.95% | 80 | 26.98% |
| Jun 30, 2024 | 196 | - | 54,939,806 | 1.04% | 91 | 1.12% | 99 | 20.73% | 63 | -24.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.83M | 4.63% | 482.00 |
| Vanguard Real Estate Index Investor | 1.82M | 2.97% | 6.25K |
| Vanguard Total Stock Mkt Idx Inv | 1.46M | 2.38% | -29.97K |
| Vanguard US Total Market Shares ETF | 1.45M | 2.37% | 2.23K |
| iShares Russell 2000 ETF | 1.26M | 2.06% | -23.84K |
| T. Rowe Price Small-Cap Value | 1.14M | 1.86% | -290.83K |
| Vanguard Small Cap Index | 1.11M | 1.82% | -7.83K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 771.94K | 1.26% | 30.13K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 741.81K | 1.21% | 125.74K |
| Vanguard Small Cap Value Index Inv | 717.09K | 1.17% | 2.22K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 03, 2024 | Wyll Adam | President & COO | Sell | $853.32K |
| May 12, 2023 | RADY ERNEST S | Chairman & CEO | Buy | $1.88M |
| May 11, 2023 | RADY ERNEST S | Chairman & CEO | Buy | $895.65K |
| May 09, 2023 | RADY ERNEST S | Chairman & CEO | Buy | $1.89M |
| May 10, 2023 | RADY ERNEST S | Chairman & CEO | Buy | $793.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 10 | - |
AAT Ownership FAQ
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