American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 91.66% institutional investors, 1.52% insiders, and 6.81% 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 4.64% of its assets in American Assets Trust shares.
AAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 91.66% | 1.52% | 6.81% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Diversified REIT Stocks | 46.84% | 5.53% | 47.63% |
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 |
| Geode capital management | 1.25M | 2.07% | $32.77M |
| Ameriprise financial | 1.11M | 1.84% | $29.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 59.36% | $193.66M |
| 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 |
| 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 |
| Mystic asset management | 10.30K | 0.07% | $270.48K |
| New age alpha advisors | 64.00K | 0.07% | $1.68M |
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 |
|---|---|---|---|
| American assets investment management | - | - | -1.48M |
| Adage capital partners gp | - | - | -438.29K |
| Invesco | 239.97K | 0.00% | -247.87K |
| 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 |
| Mai capital management | -46.00 |
| Northwestern mutual wealth management | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 196 | 1.03% | 54,374,558 | -1.08% | 90 | 1081657.99% | 82 | -16.33% | 83 | 15.28% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.84M | 4.64% | -1.77K |
| Vanguard Real Estate Index Investor | 1.83M | 2.99% | -28.09K |
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 2.37% | 11.36K |
| Vanguard US Total Market Shares ETF | 1.45M | 2.37% | 2.23K |
| iShares Russell 2000 ETF | 1.27M | 2.08% | 624.00 |
| T. Rowe Price Small-Cap Value | 1.23M | 2.02% | 108.53K |
| Vanguard Small Cap Index | 1.15M | 1.88% | 9.24K |
| Vanguard Institutional Extnd Mkt Idx Tr | 749.43K | 1.23% | 1.14K |
| Vanguard Small Cap Value Index Inv | 744.09K | 1.22% | 2.26K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 741.81K | 1.21% | 125.74K |
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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