American Assets Trust Ownership | Who Owns American Assets Trust?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 91.42% | 1.93% | 6.65% |
| Sector | Real Estate Stocks | 55.42% | 8.27% | 36.32% |
| Industry | Diversified REIT Stocks | 47.05% | 6.23% | 46.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Blackrock funding, inc. /de | 11.33M | 18.79% | $297.58M |
| Vanguard group | 7.79M | 12.91% | $204.45M |
| American assets | 7.37M | 12.23% | $193.66M |
| State street | 2.89M | 4.78% | $75.80M |
| Lsv asset management | 1.99M | 3.30% | $52.30M |
| T. rowe price investment management | 1.79M | 2.97% | $47.10M |
| Charles schwab investment management | 1.48M | 2.46% | $38.94M |
| American assets investment management | 1.48M | 2.45% | $38.74M |
| Geode capital management | 1.25M | 2.07% | $32.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 59.36% | $193.66M |
| American assets investment management | 1.48M | 3.16% | $38.74M |
| Kennedy capital management | 492.26K | 0.29% | $12.93M |
| Emc capital management | 15.92K | 0.23% | $418.00K |
| Vert asset management | 20.87K | 0.19% | $548.02K |
| Cornercap investment counsel | 21.23K | 0.18% | $557.37K |
| Lsv asset management | 1.99M | 0.12% | $52.30M |
| Retirement planning co of new england | 8.77K | 0.11% | $230.30K |
| Algert global | 154.66K | 0.10% | $4.06M |
| Ritholtz wealth management | 97.28K | 0.07% | $2.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 661.76K | 0.00% | 578.39K |
| Norges bank | 228.87K | 0.00% | 228.87K |
| Blackrock | 11.51M | 0.01% | 212.02K |
| Blackrock funding, inc. /de | 11.33M | 0.01% | 150.29K |
| Renaissance | 195.20K | 0.01% | 103.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 438.29K | 0.02% | -405.27K |
| Invesco | 239.97K | 0.00% | -247.87K |
| Sg americas securities | - | - | -175.55K |
| Nuveen asset management | 976.82K | 0.01% | -123.65K |
| Senvest management | - | - | -118.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 228.87K | 0.00% | 228.87K | $6.01M |
| Raymond james financial | 64.84K | 0.00% | 64.84K | $1.70M |
| New age alpha advisors | 64.00K | 0.07% | 64.00K | $1.68M |
| Segall bryant & hamill | 57.16K | 0.02% | 57.16K | $1.50M |
| Mercer global advisors inc /adv | 53.98K | 0.00% | 53.98K | $1.42M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 196 | 1.03% | 54,374,558 | -1.08% | 90 | 1081657.99% | 82 | -16.33% | 83 | 15.28% |
| Dec 31, 2023 | 194 | 6.01% | 54,967,647 | 1.15% | - | 0.00% | 98 | 30.67% | 72 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.04M | 4.98% | 1.83K |
| Vanguard Real Estate Index Investor | 1.89M | 3.09% | 9.05K |
| Vanguard Total Stock Mkt Idx Inv | 1.43M | 2.33% | 6.99K |
| iShares Russell 2000 ETF | 1.29M | 2.12% | -25.34K |
| Vanguard Small Cap Index | 1.17M | 1.91% | 2.07K |
| T. Rowe Price Small-Cap Value | 1.13M | 1.85% | - |
| Vanguard Small Cap Value Index Inv | 770.75K | 1.26% | -1.45K |
| Vanguard Institutional Extnd Mkt Idx Tr | 733.12K | 1.20% | 215.00 |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 616.07K | 1.01% | 2.33K |
| BlackRock Advantage Small Cap Core Instl | 600.74K | 0.98% | -4.48K |
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 |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 10 | - |
| 2023 Q1 | 2 | - |
AAT Ownership FAQ
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