American Assets Trust Ownership | Who Owns American Assets Trust?


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American Assets Trust Ownership Summary


American Assets Trust is owned by 91.42% institutional investors, 1.93% insiders, and 6.65% 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 4.98% of its assets in American Assets Trust shares.

AAT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmerican Assets Trust91.42%1.93%6.65%
SectorReal Estate Stocks 55.42%8.27%36.32%
IndustryDiversified REIT Stocks47.05%6.23%46.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock11.51M19.09%$257.68M
Blackrock funding, inc. /de11.33M18.79%$297.58M
Vanguard group7.79M12.91%$204.45M
American assets7.37M12.23%$193.66M
State street2.89M4.78%$75.80M
Lsv asset management1.99M3.30%$52.30M
T. rowe price investment management1.79M2.97%$47.10M
Charles schwab investment management1.48M2.46%$38.94M
American assets investment management1.48M2.45%$38.74M
Geode capital management1.25M2.07%$32.77M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
American assets7.37M59.36%$193.66M
American assets investment management1.48M3.16%$38.74M
Kennedy capital management492.26K0.29%$12.93M
Emc capital management15.92K0.23%$418.00K
Vert asset management20.87K0.19%$548.02K
Cornercap investment counsel21.23K0.18%$557.37K
Lsv asset management1.99M0.12%$52.30M
Retirement planning co of new england8.77K0.11%$230.30K
Algert global154.66K0.10%$4.06M
Ritholtz wealth management97.28K0.07%$2.55M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp661.76K0.00%578.39K
Norges bank228.87K0.00%228.87K
Blackrock11.51M0.01%212.02K
Blackrock funding, inc. /de11.33M0.01%150.29K
Renaissance195.20K0.01%103.50K

Top Sellers

HolderShares% AssetsChange
Adage capital partners gp438.29K0.02%-405.27K
Invesco239.97K0.00%-247.87K
Sg americas securities---175.55K
Nuveen asset management976.82K0.01%-123.65K
Senvest management---118.35K

New Positions

HolderShares% AssetsChangeValue
Norges bank228.87K0.00%228.87K$6.01M
Raymond james financial64.84K0.00%64.84K$1.70M
New age alpha advisors64.00K0.07%64.00K$1.68M
Segall bryant & hamill57.16K0.02%57.16K$1.50M
Mercer global advisors inc /adv53.98K0.00%53.98K$1.42M

Sold Out

HolderChange
Mendota financial group-7.00
Quest partners-23.00
Whittier trust co of nevada-44.00
Northwestern mutual wealth management-75.00
Frazier financial advisors-136.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024213-0.47%55,157,7040.90%911.11%11014.58%62-22.50%
Sep 30, 20242147.54%54,666,004-0.53%901.09%96-4.95%8026.98%
Jun 30, 2024196-54,939,8061.04%911.12%9920.73%63-24.10%
Mar 31, 20241961.03%54,374,558-1.08%901081657.99%82-16.33%8315.28%
Dec 31, 20231946.01%54,967,6471.15%-0.00%9830.67%72-14.29%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.04M4.98%1.83K
Vanguard Real Estate Index Investor1.89M3.09%9.05K
Vanguard Total Stock Mkt Idx Inv1.43M2.33%6.99K
iShares Russell 2000 ETF1.29M2.12%-25.34K
Vanguard Small Cap Index1.17M1.91%2.07K
T. Rowe Price Small-Cap Value1.13M1.85%-
Vanguard Small Cap Value Index Inv770.75K1.26%-1.45K
Vanguard Institutional Extnd Mkt Idx Tr733.12K1.20%215.00
T. Rowe Price U.S. SC Value Eq Tr-Z616.07K1.01%2.33K
BlackRock Advantage Small Cap Core Instl600.74K0.98%-4.48K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 03, 2024Wyll Adam President & COOSell$853.32K
May 12, 2023RADY ERNEST S Chairman & CEOBuy$1.88M
May 11, 2023RADY ERNEST S Chairman & CEOBuy$895.65K
May 09, 2023RADY ERNEST S Chairman & CEOBuy$1.89M
May 10, 2023RADY ERNEST S Chairman & CEOBuy$793.92K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q2--
2023 Q4--
2023 Q210-
2023 Q12-

AAT Ownership FAQ


Who Owns American Assets Trust?

American Assets Trust shareholders are primarily institutional investors at 91.42%, followed by 1.93% insiders and 6.65% retail investors. The average institutional ownership in American Assets Trust's industry, Diversified REIT Stocks, is 47.05%, which American Assets Trust exceeds.

Who owns the most shares of American Assets Trust?

American Assets Trust’s largest shareholders are Blackrock (11.51M shares, 19.09%), Blackrock funding, inc. /de (11.33M shares, 18.79%), and Vanguard group (7.79M shares, 12.91%). Together, they hold 50.78% of American Assets Trust’s total shares outstanding.

Does Blackrock own American Assets Trust?

Yes, BlackRock owns 19.09% of American Assets Trust, totaling 11.51M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 257.68M$. In the last quarter, BlackRock increased its holdings by 212.02K shares, a 1.88% change.

Who is American Assets Trust’s biggest shareholder by percentage of total assets invested?

American assets is American Assets Trust’s biggest shareholder by percentage of total assets invested, with 59.36% of its assets in 7.37M American Assets Trust shares, valued at 193.66M$.

Who is the top mutual fund holder of American Assets Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of American Assets Trust shares, with 4.98% of its total shares outstanding invested in 3.04M American Assets Trust shares.

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