American Assets Trust Ownership | Who Owns American Assets Trust?
American Assets Trust Ownership Summary
American Assets Trust is owned by 90.63% institutional investors, 1.49% insiders, and 7.88% 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 5.06% of its assets in American Assets Trust shares.
AAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Assets Trust | 90.63% | 1.49% | 7.88% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Diversified REIT Stocks | 61.62% | 5.21% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.51M | 19.09% | $257.68M |
| Vanguard group | 7.93M | 13.15% | $177.44M |
| American assets | 7.37M | 12.23% | $165.04M |
| State street | 2.84M | 4.71% | $63.60M |
| Lsv asset management | 2.11M | 3.51% | $47.32M |
| T. rowe price investment management | 1.67M | 2.77% | $37.44M |
| American assets investment management | 1.48M | 2.45% | $33.02M |
| Charles schwab investment management | 1.44M | 2.39% | $32.20M |
| Geode capital management | 1.25M | 2.08% | $28.02M |
| Adage capital partners gp | 1.13M | 1.87% | $25.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American assets | 7.37M | 60.67% | $165.04M |
| American assets investment management | 1.48M | 3.09% | $33.02M |
| Kennedy capital management | 605.48K | 0.29% | $13.55M |
| Emc capital management | 15.92K | 0.21% | $356.00K |
| Vert asset management | 20.87K | 0.19% | $467.05K |
| Weil company | 20.46K | 0.17% | $457.87K |
| Capital square | 10.10K | 0.16% | $247.84K |
| Cornercap investment counsel | 39.73K | 0.14% | $889.23K |
| Algert global | 150.93K | 0.11% | $3.38M |
| Quest partners | 34.38K | 0.10% | $769.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allianz asset management gmbh | 1.04M | 0.03% | 777.70K |
| Norges bank | 480.86K | 0.00% | 480.86K |
| Ameriprise financial | 1.09M | 0.01% | 383.40K |
| T. rowe price investment management | 1.67M | 0.02% | 361.97K |
| Wellington management group llp | 284.14K | 0.00% | 284.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deutsche bank ag\ | 56.53K | 0.00% | -229.14K |
| Vanguard group | 7.93M | 0.00% | -227.14K |
| Ubs asset management americas | 104.86K | 0.00% | -217.09K |
| Sg americas securities | - | - | -175.55K |
| Goldman sachs group | 592.92K | 0.00% | -155.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 480.86K | 0.00% | 480.86K | $10.76M |
| Bank of montreal /can/ | 37.32K | 0.00% | 37.32K | $837.39K |
| Toroso investments | 31.05K | 0.01% | 31.05K | $694.94K |
| Corebridge financial | 27.83K | 0.00% | 27.83K | $622.86K |
| Mirae asset global etfs | 24.41K | 0.00% | 24.41K | $546.18K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -75.00 |
| Point72 (difc) | -131.00 |
| Spire wealth management | -500.00 |
| Barrow hanley mewhinney & strauss | -551.00 |
| State of wyoming | -709.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 183 | 2.81% | 54,340,775 | -1.18% | 90 | 1.08% | 75 | -2.60% | 84 | 10.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.08M | 5.06% | 1.59K |
| Vanguard Real Estate Index Investor | 1.92M | 3.15% | -2.69K |
| Vanguard Total Stock Mkt Idx Inv | 1.43M | 2.34% | -20.51K |
| iShares Russell 2000 ETF | 1.36M | 2.23% | -2.84K |
| Vanguard Small Cap Index | 1.15M | 1.88% | 2.25K |
| T. Rowe Price Small-Cap Value | 1.13M | 1.85% | -10.21K |
| Vanguard Small Cap Value Index Inv | 773.94K | 1.27% | -268.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 710.65K | 1.17% | -2.49K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 613.75K | 1.01% | 58.24K |
| BlackRock Advantage Small Cap Core Instl | 597.56K | 0.98% | -326.00 |
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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