American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 82.61% institutional investors, 1.85% insiders, and 15.54% 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 | 82.61% | 1.85% | 15.54% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Diversified REIT Stocks | 40.93% | 5.39% | 53.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Blackrock funding, inc. /de | 9.32M | 15.38% | $176.34M |
| Vanguard group | 7.68M | 12.67% | $145.33M |
| American assets | 7.37M | 12.17% | $139.60M |
| Senvest management | 2.93M | 4.84% | $55.45M |
| State street | 2.92M | 4.83% | $59.38M |
| Lsv asset management | 1.85M | 3.05% | $34.93M |
| American assets investment management | 1.48M | 2.44% | $27.97M |
| Jpmorgan chase | 1.37M | 2.25% | $25.85M |
| Geode capital management | 1.32M | 2.19% | $25.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 44.18% | $139.60M |
| Argosy-lionbridge management | 214.86K | 2.87% | $4.37M |
| American assets investment management | 1.48M | 1.93% | $27.97M |
| Senvest management | 2.93M | 1.72% | $55.45M |
| Waterfall asset management | 314.64K | 0.71% | $6.39M |
| Alphacentric advisors | 35.00K | 0.66% | $662.55K |
| Crossingbridge advisors | 35.00K | 0.36% | $711.20K |
| Kennedy capital management | 471.84K | 0.21% | $9.59M |
| Algert global | 406.56K | 0.14% | $8.26M |
| Vert asset management | 21.28K | 0.13% | $402.75K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Senvest management | 2.93M | 1.72% | 1.13M |
| Ubs asset management americas | 376.35K | 0.00% | 376.35K |
| Waterfall asset management | 314.64K | 0.71% | 314.64K |
| Strs ohio | 281.60K | 0.02% | 271.80K |
| Norges bank | 257.70K | 0.00% | 257.70K |
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 |
| Allianz asset management gmbh | 289.60K | 0.01% | -363.70K |
| Nuveen | 653.27K | 0.00% | -312.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Waterfall asset management | 314.64K | 0.71% | 314.64K | $6.39M |
| Norges bank | 257.70K | 0.00% | 257.70K | $4.88M |
| Argosy-lionbridge management | 214.86K | 2.87% | 214.86K | $4.37M |
| Axa investment managers | 96.32K | 0.01% | 96.32K | $1.96M |
| Alphacentric advisors | 35.00K | 0.66% | 35.00K | $662.55K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -7.00 |
| Wealthtrak capital management | -10.00 |
| Larson financial group | -10.00 |
| Southstate | -26.00 |
| Twin peaks wealth advisors | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 171 | -26.29% | 50,060,905 | -11.51% | 82 | 0.95% | 76 | -40.63% | 72 | -4.00% |
| 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% |
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 |
|---|---|---|---|---|
| Feb 23, 2026 | RADY ERNEST S | Executive Chairman | Buy | $975.00K |
| Feb 20, 2026 | RADY ERNEST S | Executive Chairman | Buy | $68.34K |
| Feb 24, 2026 | RADY ERNEST S | Executive Chairman | Buy | $556.38K |
| Feb 19, 2026 | RADY ERNEST S | Executive Chairman | Buy | $1.09M |
| Feb 18, 2026 | RADY ERNEST S | Executive Chairman | Buy | $1.88M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 6 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
AAT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools