American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 75.70% institutional investors, 1.79% insiders, and 22.51% 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 4.71% of its assets in American Assets Trust shares.
AAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 75.70% | 1.79% | 22.51% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Diversified REIT Stocks | 48.30% | 6.39% | 45.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Blackrock funding, inc. /de | 9.45M | 15.61% | $174.02M |
| Vanguard group | 7.68M | 12.67% | $145.33M |
| American assets | 7.37M | 12.18% | $135.77M |
| Senvest management | 3.58M | 5.91% | $65.85M |
| State street | 2.84M | 4.70% | $52.36M |
| Lsv asset management | 1.98M | 3.26% | $36.39M |
| American assets investment management | 1.48M | 2.44% | $27.20M |
| Geode capital management | 1.34M | 2.21% | $24.61M |
| Jpmorgan chase | 1.28M | 2.11% | $23.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 45.49% | $135.77M |
| Waterfall asset management | 279.32K | 2.88% | $5.14M |
| Argosy-lionbridge management | 209.86K | 2.71% | $3.86M |
| Senvest management | 3.58M | 2.18% | $65.85M |
| American assets investment management | 1.48M | 1.85% | $27.20M |
| Alphacentric advisors | 35.00K | 0.64% | $644.35K |
| Private management group | 806.58K | 0.43% | $14.85M |
| Algert global | 812.90K | 0.23% | $14.97M |
| Denali advisors | 62.80K | 0.13% | $1.16M |
| Coppell advisory solutions | 7.46K | 0.13% | $214.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private management group | 806.58K | 0.43% | 806.58K |
| Senvest management | 3.58M | 2.18% | 647.62K |
| Two sigma investments, lp | 542.73K | 0.01% | 404.53K |
| Ubs group | 425.33K | 0.00% | 334.45K |
| Vanguard fiduciary trust | 305.89K | 0.00% | 305.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -1.97M |
| Kennedy capital management | - | - | -554.93K |
| Capitolis liquid global markets | - | - | -462.00K |
| Adage capital partners gp | - | - | -438.29K |
| Nuveen | 257.65K | 0.00% | -395.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Private management group | 806.58K | 0.43% | 806.58K | $14.85M |
| Vanguard fiduciary trust | 305.89K | 0.00% | 305.89K | $5.63M |
| Norges bank | 257.70K | 0.00% | 257.70K | $4.88M |
| Csm advisors | 193.03K | 0.09% | 193.03K | $3.55M |
| Axa investment managers | 96.32K | 0.01% | 96.32K | $1.96M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -7.00 |
| Clearstead advisors | -10.00 |
| Wealthtrak capital management | -10.00 |
| Southstate | -26.00 |
| Clearstead trust | -37.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 166 | -27.19% | 45,870,864 | -20.40% | 75 | 0.84% | 76 | -24.75% | 62 | -38.61% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.89M | 4.71% | 747.00 |
| Vanguard Real Estate Index Investor | 1.82M | 2.96% | -7.91K |
| Vanguard Total Stock Mkt Idx Inv | 1.55M | 2.52% | 14.34K |
| Vanguard US Total Market Shares ETF | 1.45M | 2.37% | 2.23K |
| iShares Russell 2000 ETF | 1.27M | 2.07% | 10.72K |
| T. Rowe Price Small-Cap Value | 1.14M | 1.86% | -290.83K |
| Vanguard Small Cap Index | 1.06M | 1.73% | -4.55K |
| 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 | 680.08K | 1.11% | 3.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2026 | RADY ERNEST S | Executive Chairman | Buy | $235.90K |
| May 27, 2026 | RADY ERNEST S | Executive Chairman | Buy | $1.80M |
| May 28, 2026 | RADY ERNEST S | Executive Chairman | Buy | $375.10K |
| May 22, 2026 | RADY ERNEST S | Executive Chairman | Buy | $226.70K |
| May 21, 2026 | RADY ERNEST S | Executive Chairman | Buy | $1.23M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 13 | - |
| 2026 Q1 | 9 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | 1 |
AAT Ownership FAQ
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