DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN ASSETS TR INC (AAT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
246
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $226.2M | 9,162,398 | 0.00% | 8q | -3.1%-$7.2M |
| AMERICAN ASSETS INC | $182.1M | 7,374,599 | 54.80% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $135.1M | 5,472,335 | 0.01% | 2q | +1.4%+$1.9M |
| STATE STREET CORP | $69.1M | 2,797,915 | 0.00% | 31q | -1.6%-$1.1M |
| Senvest Management, LLC | $65.5M | 2,651,358 | 1.92% | 5q | -25.9%-$22.9M |
| LSV ASSET MANAGEMENT | $54.6M | 2,212,047 | 0.10% | 23q | +11.9%+$5.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.7M | 2,052,700 | 0.00% | 2q | -3.1%-$1.6M |
| American Assets Investment Management, LLC | $36.5M | 1,477,340 | 2.21% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $34.4M | 1,394,216 | 0.00% | 31q | +4.3%+$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $31.6M | 1,279,982 | 0.00% | 31q | +1.5%+$459.2K |
| AMERIPRISE FINANCIAL INC | $25.7M | 1,049,224 | 0.01% | 31q | +10.1%+$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25.5M | 1,032,169 | 0.01% | 10q | +7.4%+$1.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $25.2M | 1,019,791 | 0.07% | 28q | +71.2%+$10.5M |
| MORGAN STANLEY | $23.5M | 953,785 | 0.00% | 35q | +8.0%+$1.7M |
| PRIVATE MANAGEMENT GROUP INC | $19.8M | 800,019 | 0.52% | 2q | -0.8%-$162.1K |
| Invesco Ltd. | $17.5M | 709,148 | 0.00% | 31q | -12.0%-$2.4M |
| NORTHERN TRUST CORP | $16.4M | 665,613 | 0.00% | 31q | -14.1%-$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $16.4M | 663,092 | 0.00% | 31q | +7.5%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $15.3M | 618,313 | 0.01% | 3q | +13.9%+$1.9M |
| ALGERT GLOBAL LLC | $14.5M | 589,233 | 0.17% | 18q | -27.5%-$5.5M |
| JPMORGAN CHASE & CO | $12.9M | 516,647 | 0.00% | 31q | -59.6%-$19.0M |
| Bank of New York Mellon Corp | $11.2M | 452,076 | 0.00% | 31q | -1.6%-$183.2K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.8M | 435,679 | 0.03% | 6q | -6.5%-$745.1K |
| UBS Group AG | $10.3M | 418,648 | 0.00% | 31q | -1.6%-$165.0K |
| BESSEMER GROUP INC | $9.3M | 375,358 | 0.01% | 8q | +46.5%+$2.9M |
| GOLDMAN SACHS GROUP INC | $9.2M | 371,454 | 0.00% | 31q | -11.1%-$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $9.1M | 368,268 | 0.00% | 31q | +2.9%+$259.4K |
| CSM Advisors, LLC | $8.3M | 337,996 | 0.18% | 2q | +75.1%+$3.6M |
| PANAGORA ASSET MANAGEMENT INC | $8.3M | 335,253 | 0.03% | 17q | +5.6%+$439.1K |
| RAYMOND JAMES FINANCIAL INC | $8.1M | 326,786 | 0.00% | 7q | +22.0%+$1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.7M | 313,371 | 0.00% | 3q | +9416.3%+$7.7M |
| VANGUARD FIDUCIARY TRUST CO | $7.7M | 312,450 | 0.00% | 2q | +2.1%+$161.8K |
| PRINCIPAL FINANCIAL GROUP INC | $7.5M | 303,376 | 0.00% | 31q | +1.5%+$110.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $7.3M | 297,597 | 0.03% | 10q | +10.2%+$680.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $7.3M | 297,438 | 0.03% | 6q | -6.8%-$531.8K |
| CITADEL ADVISORS LLC | $7.3M | 296,680 | 0.00% | 26q | +33.7%+$1.8M |
| Legal & General Group Plc | $7.1M | 285,941 | 0.00% | 31q | -19.2%-$1.7M |
| FIRST TRUST ADVISORS LP | $6.7M | 271,282 | 0.00% | 22q | -33.9%-$3.4M |
| Qube Research & Technologies Ltd | $6.5M | 262,468 | 0.01% | 6q | +132.0%+$3.7M |
| FMR LLC | $6.3M | 254,596 | 0.00% | 31q | -20.2%-$1.6M |
| Argosy-Lionbridge Management, LLC | $6.1M | 247,506 | 3.84% | 4q | +17.9%+$929.4K |
| Nuveen, LLC | $6.1M | 247,436 | 0.00% | 6q | -4.0%-$252.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5.7M | 228,870 | 0.01% | 7q | +11.4%+$579.7K |
| Allianz Asset Management GmbH | $5.4M | 219,531 | 0.00% | 20q | +55.5%+$1.9M |
| Man Group plc | $4.3M | 173,746 | 0.01% | 6q | +13.7%+$517.8K |
| HSBC HOLDINGS PLC | $4.3M | 173,034 | 0.00% | 31q | +80.6%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $4.2M | 168,653 | 0.00% | 31q | +7.0%+$271.6K |
| MARTINGALE ASSET MANAGEMENT L P | $4.0M | 163,315 | 0.10% | 12q | +36.8%+$1.1M |
| Public Sector Pension Investment Board | $4.0M | 162,441 | 0.01% | 31q | -4.1%-$170.9K |
| XTX Topco Ltd | $3.4M | 138,997 | 0.04% | 3q | +26.2%+$712.9K |
| Lighthouse Investment Partners, LLC | $3.4M | 136,643 | 0.09% | 2q | +334.5%+$2.6M |
| RHUMBLINE ADVISERS | $3.3M | 131,998 | 0.00% | 31q | -11.9%-$439.5K |
| PRUDENTIAL FINANCIAL INC | $3.1M | 127,290 | 0.00% | 31q | -20.3%-$799.6K |
| CANADA LIFE ASSURANCE Co | $3.0M | 123,280 | 0.00% | 27q | -1.2%-$36.2K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.0M | 120,219 | 0.00% | 5q | -1.6%-$47.7K |
| Quantinno Capital Management LP | $2.5M | 103,277 | 0.00% | 5q | +53.0%+$883.2K |
| NORGES BANK | $2.5M | 103,100 | 0.00% | 32q | -60.0%-$3.8M |
| Swiss National Bank | $2.4M | 98,500 | 0.00% | 31q | +2.1%+$49.4K |
| ROYAL BANK OF CANADA | $2.0M | 80,914 | 0.00% | 31q | +36.1%+$529.5K |
| FRANKLIN RESOURCES INC | $1.9M | 78,965 | 0.00% | 13q | -2.8%-$55.8K |
| NOMURA ASSET MANAGEMENT CO LTD | $1.9M | 76,510 | 0.00% | 31q | +5.0%+$90.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.8M | 71,851 | 0.00% | 31q | +24.0%+$344.0K |
| MILLENNIUM MANAGEMENT LLC | $1.8M | 71,071 | 0.00% | 31q | -84.2%-$9.4M |
| CITIGROUP INC | $1.7M | 70,500 | 0.00% | 31q | -2.0%-$36.0K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.7M | 68,800 | 0.00% | 3q | HELD |
| Asset Management One Co., Ltd. | $1.7M | 67,426 | 0.00% | 31q | +0.9%+$15.6K |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 66,200 | 0.00% | 12q | +1.8%+$29.6K |
| DEUTSCHE BANK AG\ | $1.6M | 64,254 | 0.00% | 34q | HELD |
| DENALI ADVISORS LLC | $1.6M | 62,800 | 0.16% | 4q | HELD |
| State of New Jersey Common Pension Fund D | $1.5M | 62,735 | 0.01% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $1.5M | 62,071 | 0.00% | 9q | +21.2%+$268.5K |
| Polymer Capital Management (US) LLC | $1.5M | 59,869 | 0.20% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.4M | 58,390 | 0.00% | 11q | +24.7%+$285.5K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 77,235 | 0.00% | 31q | -4.4%-$65.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.4M | 56,918 | 0.00% | 7q | -6.1%-$91.2K |
| Russell Investments Group, Ltd. | $1.4M | 55,290 | 0.00% | 19q | +119.6%+$743.3K |
| Penserra Capital Management LLC | $1.3M | 54,011 | 0.01% | 5q | -12.0%-$181.0K |
| LAZARD ASSET MANAGEMENT LLC | $1.3M | 53,300 | 0.00% | 9q | -8.1%-$116.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.3M | 52,976 | 0.01% | 14q | +49.3%+$432.1K |
| Sumitomo Mitsui Trust Group, Inc. | $1.3M | 52,885 | 0.00% | 31q | -2.6%-$34.3K |
| PICTON MAHONEY ASSET MANAGEMENT | $1.3M | 51,567 | 0.01% | 8q | +119823.3%+$1.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 51,309 | 0.00% | 31q | +14.6%+$161.8K |
| IEQ CAPITAL, LLC | $1.3M | 51,190 | 0.01% | 5q | +3.6%+$43.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 48,540 | 0.00% | 7q | +51.1%+$405.5K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $1.2M | 47,481 | 0.01% | 31q | +35.3%+$305.5K |
| WELLS FARGO & COMPANY/MN | $1.1M | 44,162 | 0.00% | 31q | +80.8%+$487.4K |
| Vanguard Investments Australia, Ltd. | $1.1M | 43,884 | 0.00% | 2q | -5.9%-$68.4K |
| State of Alaska, Department of Revenue | $1.1M | 43,147 | 0.01% | 31q | -17.4%-$223.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.0M | 42,055 | 0.00% | 31q | +2.2%+$22.1K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.0M | 40,603 | 0.00% | 31q | -0.9%-$9.2K |
| Summit Global Investments | $968.0K | 39,199 | 0.05% | 11q | -2.1%-$20.4K |
| ENVESTNET ASSET MANAGEMENT INC | $957.9K | 38,819 | 0.00% | 10q | +5.1%+$46.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $926.4K | 37,522 | 0.00% | 2q | +28.6%+$206.1K |
| Engineers Gate Manager LP | $918.6K | 37,205 | 0.01% | 8q | +4.3%+$37.9K |
| Creative Planning | $904.1K | 36,617 | 0.00% | 5q | +34.8%+$233.5K |
| Graham Capital Management, L.P. | $904.0K | 36,616 | 0.02% | 7q | -14.8%-$156.6K |
| Horizon Investments, LLC | $872.2K | 35,326 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $864.4K | 35,012 | 0.00% | 31q | HELD |
| Inspire Investing, LLC | $835.7K | 33,847 | 0.03% | 12q | HELD |
| Amundi | $801.0K | 32,443 | 0.00% | 21q | -6.3%-$53.7K |
Showing the largest 100 of 246 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | RADY ERNEST S | Executive Chairman | Bought | 100,000 | $2.3M |
| 2026-08-11 | RADY ERNEST S | Executive Chairman | Bought | 100,000 | $2.3M |
| 2026-09-02 | RADY ERNEST S | Executive Chairman | Bought | 96,636 | $2.2M |
| 2026-08-10 | RADY ERNEST S | Executive Chairman | Bought | 93,243 | $2.1M |
| 2026-05-27 | RADY ERNEST S | Executive Chairman | Bought | 80,000 | $1.8M |
| 2026-05-14 | RADY ERNEST S | Executive Chairman | Bought | 78,000 | $1.6M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $13.4M | 631,132 | 15 | 19 | 17 | 0.0% |
| Q2 2026 | 246 | $1.4B | 57,319,872 | 29 | 91 | 75 | 0.0% |
| Q1 2026 | 236 | $1.1B | 58,321,304 | 31 | 72 | 87 | 0.0% |
| Q4 2025 | 231 | $1.1B | 58,113,532 | 22 | 71 | 97 | 0.0% |
| Q3 2025 | 234 | $1.2B | 57,975,697 | 36 | 90 | 75 | 0.0% |
| Q2 2025 | 227 | $1.1B | 56,567,689 | 34 | 94 | 68 | 0.0% |
| Q1 2025 | 219 | $1.1B | 56,018,738 | 33 | 75 | 76 | 0.0% |
| Q4 2024 | 220 | $1.5B | 55,441,796 | 22 | 82 | 63 | 0.0% |
| Q3 2024 | 215 | $1.5B | 55,538,730 | 29 | 61 | 77 | 0.0% |
| Q2 2024 | 198 | $1.2B | 55,549,883 | 22 | 74 | 62 | 0.0% |
| Q1 2024 | 197 | $1.3B | 57,377,179 | 22 | 53 | 81 | 0.1% |
| Q4 2023 | 194 | $1.3B | 56,712,797 | 23 | 62 | 70 | 0.0% |
| Q3 2023 | 184 | $1.1B | 54,967,655 | 16 | 56 | 82 | 0.1% |
| Q2 2023 | 177 | $1.1B | 55,025,381 | 18 | 58 | 73 | 0.2% |
| Q1 2023 | 194 | $1.1B | 56,930,314 | 34 | 77 | 57 | 0.0% |
| Q4 2022 | 191 | $1.5B | 56,738,402 | 24 | 78 | 64 | 0.0% |
| Q3 2022 | 175 | $1.6B | 60,508,790 | 13 | 59 | 69 | 0.0% |
| Q2 2022 | 189 | $1.9B | 62,490,533 | 22 | 63 | 63 | 0.0% |
| Q1 2022 | 195 | $2.4B | 63,535,625 | 23 | 68 | 59 | 0.0% |
| Q4 2021 | 194 | $2.8B | 74,500,221 | 27 | 58 | 68 | 0.0% |
| Q3 2021 | 180 | $2.8B | 76,009,815 | 24 | 63 | 48 | 0.0% |
| Q2 2021 | 173 | $2.8B | 76,082,726 | 25 | 53 | 53 | 0.0% |
| Q1 2021 | 164 | $2.5B | 78,353,666 | 20 | 55 | 58 | 0.1% |
| Q4 2020 | 166 | $2.3B | 79,716,552 | 19 | 53 | 61 | 0.1% |
| Q3 2020 | 168 | $2.2B | 93,036,298 | 15 | 69 | 58 | 0.0% |
| Q2 2020 | 187 | $3.1B | 111,885,731 | 33 | 67 | 60 | 0.0% |
| Q1 2020 | 179 | $5.8B | 233,084,984 | 19 | 76 | 59 | 0.0% |
| Q4 2019 | 200 | $16.7B | 364,440,085 | 22 | 64 | 71 | 0.0% |
| Q3 2019 | 207 | $9.8B | 210,173,623 | 29 | 82 | 52 | 0.0% |
| Q2 2019 | 208 | $9.2B | 195,121,438 | 38 | 99 | 36 | 0.0% |
| Q1 2019 | 201 | $8.1B | 176,386,853 | 29 | 73 | 55 | 0.0% |
| Q4 2018 | 190 | $7.7B | 190,554,687 | 5 | 2 | 4 | 0.0% |