American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 93.16% institutional investors, 1.55% insiders, and 5.28% 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 4.59% of its assets in American Assets Trust shares.
AAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 93.16% | 1.55% | 5.28% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Diversified REIT Stocks | 44.38% | 5.55% | 50.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Blackrock funding, inc. /de | 9.13M | 15.07% | $185.44M |
| Vanguard group | 7.54M | 12.46% | $153.30M |
| American assets | 7.37M | 12.18% | $149.85M |
| State street | 2.92M | 4.83% | $59.38M |
| Lsv asset management | 1.83M | 3.02% | $37.16M |
| Senvest management | 1.80M | 2.98% | $36.66M |
| American assets investment management | 1.48M | 2.44% | $29.98M |
| Jpmorgan chase | 1.40M | 2.32% | $28.50M |
| Geode capital management | 1.32M | 2.19% | $26.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 48.07% | $149.85M |
| Argosy-lionbridge management | 214.86K | 2.87% | $4.37M |
| American assets investment management | 1.48M | 2.20% | $29.98M |
| B&i capital | 286.00K | 2.01% | $5.81M |
| Senvest management | 1.80M | 1.18% | $36.66M |
| Waterfall asset management | 314.64K | 0.71% | $6.39M |
| Crossingbridge advisors | 35.00K | 0.36% | $711.20K |
| Entrypoint capital | 28.26K | 0.22% | $574.24K |
| Kennedy capital management | 471.84K | 0.21% | $9.59M |
| Denali advisors | 62.80K | 0.14% | $1.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Senvest management | 1.80M | 1.18% | 1.09M |
| Jpmorgan chase | 1.40M | 0.00% | 918.63K |
| Waterfall asset management | 314.64K | 0.71% | 314.64K |
| Norges bank | 228.87K | 0.00% | 228.87K |
| Argosy-lionbridge management | 214.86K | 2.87% | 214.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -1.97M |
| Capitolis liquid global markets | - | - | -462.00K |
| Adage capital partners gp | - | - | -438.29K |
| Ubs group | 255.82K | 0.00% | -366.92K |
| Charles schwab investment management | 1.23M | 0.00% | -228.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Waterfall asset management | 314.64K | 0.71% | 314.64K | $6.39M |
| Norges bank | 228.87K | 0.00% | 228.87K | $6.01M |
| Argosy-lionbridge management | 214.86K | 2.87% | 214.86K | $4.37M |
| Axa investment managers | 96.32K | 0.01% | 96.32K | $1.96M |
| Denali advisors | 62.80K | 0.14% | 62.80K | $1.28M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -3.00 |
| Assetmark | -5.00 |
| Mendota financial group | -7.00 |
| Larson financial group | -10.00 |
| Wealthtrak capital management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 227 | - | 56,401,141 | -0.27% | 93 | 1.07% | 123 | -6.11% | 74 | 5.71% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.81M | 4.59% | - |
| 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 | 1.28M | 2.10% | - |
| 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 Q4 | - | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
AAT Ownership FAQ
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