$AAT

$21.40 -$0.01 (0.05%) Live

$AAT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 61.4M shares outstanding

Who owns AAT?

By type of holder

Institutions 93.3% Insiders 6.7% Everyone else 0.0%

Concentration Top 10 holders own 103.5%

Ernest S. Rady 47.2% · BlackRock, Inc. 14.9%

Institutional ownership

93.3%

-1.6 pts vs last qtr

Institutional holders

243

+8 vs last qtr

Net shares bought

−1.0M

by institutions in Q2 2026

New / sold out

33 / 25

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Fuller & Thaler Asset Management, Inc. +424.0K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +310.1K

Biggest sellers in Q2 2026

Senvest Management, LLC −925.7K
Jpmorgan Chase & Co −762.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$297K

1 notice from 1 person

Shares covered

12.1K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Tran Nina A Affiliate $297K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+21.4%

+2.17% a year

Each share's claim on the business

−17.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $61.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years3% 1–3 years14% Under 1 year6%

Quarterly turnover

6.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AAT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.2M	14.92%	−290.0K (−3.1%)	≤2021	0.0%
Shares held by quarter Peak holding11.3M (Q4'24) Change over 8 quarters−2.0M Share of the company14.920% BlackRock, Inc.'s full portfolio →
AA American Assets Inc	7.4M	12.01%	Unchanged	≤2021	54.8%
Shares held by quarter Peak holding7.4M (Q3'24) Change over 8 quarters0 Share of the company12.010% American Assets Inc's full portfolio →

BlackRock, Inc.

9.2M

% of company

14.92%

Change vs last qtr

−290.0K (−3.1%)

Held since

≤2021

American Assets Inc

7.4M

% of company

12.01%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

See every manager holding American Assets Trust, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AAT on Form N-PORT; together they hold 38.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$70.4M	2.9M	4.65%	0.06%	June 30, 2026
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$44.1M	1.9M	3.04%	0.06%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$70.4M

% of company

4.65%

% of the fund

0.06%

As of

June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$44.1M

% of company

3.04%

% of the fund

0.06%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding American Assets Trust, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ES Ernest S. Rady 5%+ holder 13D · 38.0%	29.0M	47.15%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company47.150% Disclosed stake13D · 38.0% View the 13D/G filing →

Ernest S. Rady

5%+ holder13D · 38.0%

29.0M

% of company

47.15%

Change vs last qtr

—

Held since

—

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