American Assets Trust, Inc. (AAT) — Institutional Holders, Q2 2026 (page 3)
245 institutional investment managers reported a AAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 245. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AAT 13F holders ranked 201–245 of 245
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | IFP Advisors#201 · 686 sh | 686 | $16.9K | — | +348.4% |
| 202 | GF FUND MANAGEMENT LTD.#202 · 665 sh | 665 | $16.4K | — | -10.3% |
| 203 | US BANCORP \DE\#203 · 656 sh | 656 | $16.2K | 0.00% | -70.4% |
| 204 | Pinnacle Wealth Planning Services#204 · 559 sh | 559 | $13.8K | <0.01% | +3.1% |
| 205 | HARBOR CAPITAL ADVISORS#205 · 527 sh | 527 | $13.0K | — | 0.0% |
| 206 | Rockefeller Capital Management L.P.#206 · 359 sh | 359 | $8.9K | 0.00% | +248.5% |
| 207 | FIFTH THIRD BANCORP#207 · 348 sh | 348 | $8.6K | 0.00% | -17.3% |
| 208 | ASSETMARK#208 · 336 sh | 336 | $8.3K | — | +2954.5% |
| 209 | HUNTINGTON NATIONAL BANK#209 · 327 sh | 327 | $8.1K | 0.00% | 0.0% |
| 210 | Larson Financial Group#210 · 293 sh | 293 | $7.2K | <0.01% | 0.0% |
| 211 | Essential Partners#211 · 280 sh | 280 | $6.9K | — | +19.7% |
| 212 | Global Retirement Partners#212 · 249 sh | 249 | $6.1K | <0.01% | — |
| 213 | ROTHSCHILD INVESTMENT#213 · 249 sh | 249 | $6.1K | <0.01% | +1.2% |
| 214 | OSAIC#214 · 241 sh | 241 | $6.0K | 0.00% | +104.2% |
| 215 | LOS ANGELES CAPITAL MANAGEMENT#215 · 228 sh | 228 | $5.6K | 0.00% | 0.0% |
| 216 | MassMutual Private Wealth & , FSB#216 · 220 sh | 220 | $5.4K | — | 0.0% |
| 217 | North Star Investment Management#217 · 220 sh | 220 | $5.4K | <0.01% | 0.0% |
| 218 | Mirae Asset Global Investments , Ltd.#218 · 203 sh | 203 | $5.0K | 0.00% | -79.8% |
| 219 | Optiver Holding B.V.#219 · 167 sh | 167 | $4.1K | 0.00% | +363.9% |
| 220 | SJS Investment Consulting#220 · 153 sh | 153 | $3.8K | — | +2450.0% |
| 221 | BELLEVUE ASSET MANAGEMENT#221 · 138 sh | 138 | $3.4K | <0.01% | New |
| 222 | UMB Bank, n.a.#222 · 102 sh | 102 | $2.5K | 0.00% | +9.7% |
| 223 | Cornerstone Financial Management#223 · 86 sh | 86 | $2.1K | <0.01% | 0.0% |
| 224 | Bare Financial Services#224 · 82 sh | 82 | $2.0K | <0.01% | 0.0% |
| 225 | JPL Wealth Management#225 · 79 sh | 79 | $2.0K | <0.01% | +3.9% |
| 226 | Parkside Financial Bank#226 · 66 sh | 66 | $1.6K | — | +100.0% |
| 227 | True Wealth Design#227 · 60 sh | 60 | $1.5K | — | -25.9% |
| 228 | Clearstead Advisors#228 · 56 sh | 56 | $1.4K | 0.00% | New |
| 229 | Retirement Wealth Solutions#229 · 54 sh | 54 | $1.3K | — | -1.8% |
| 230 | KELLEHER FINANCIAL ADVISORS#230 · 50 sh | 50 | $1.2K | <0.01% | New |
| 231 | Transamerica Financial Advisors#231 · 43 sh | 43 | $1.1K | <0.01% | 0.0% |
| 232 | FARMERS & MERCHANTS INVESTMENTS#232 · 40 sh | 40 | $988.00 | — | 0.0% |
| 233 | Keating Financial Advisory Services#233 · 38 sh | 38 | $938.00 | <0.01% | 0.0% |
| 234 | Silicon Valley Capital Partners#234 · 36 sh | 36 | $892.00 | <0.01% | 0.0% |
| 235 | JONES FINANCIAL COMPANIES LLLP#235 · 34 sh | 34 | $856.00 | 0.00% | 0.0% |
| 236 | Signature Equity Partners#236 · 30 sh | 30 | $741.00 | <0.01% | 0.0% |
| 237 | Rialto Wealth Management#237 · 27 sh | 27 | $667.00 | <0.01% | 0.0% |
| 238 | WPG Advisers#238 · 26 sh | 26 | $642.00 | <0.01% | 0.0% |
| 239 | JFS WEALTH ADVISORS#239 · 9 sh | 9 | $223.00 | 0.00% | New |
| 240 | GILPIN WEALTH MANAGEMENT#240 · 3 sh | 3 | $75.00 | — | 0.0% |
| 241 | Davis Capital Management#241 · 3 sh | 3 | $74.00 | — | New |
| 242 | Dunhill Financial#242 · 2 sh | 2 | $66.00 | 0.00% | 0.0% |
| 243 | Evolution Advisers#243 · 19 sh | 19 | $0.00 | 0.00% | New |
| 244 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#244 · 51,309 sh | 51,309 | — | — | +14.6% |
| 245 | Quantum Portfolio Management#245 · 4,081 sh | 4,081 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.