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AAT · American Assets Trust, Inc. · Shareholders & Ownership

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Market Cap
$1.36B
Shares
61.40M
Volume · Nov 4 499.4K Avg daily vol (3M) 444.76K

Every disclosed holder of AAT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns AAT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group Shares % Out
Institutional (13F) 57,721,437 94.01%
Insiders (Forms 3, 4, 5) 15,484,126 25.22%
13D/G-only blocks 0 0.00%
Remaining 11,803,048 -19.22%
Registered funds (N-PORT, not summed) 23,184,094 37.76%

Shares outstanding: 61,402,515, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AAT

# Holder Shares
1
RADY ERNEST S
Insider CIK 1221359 · Sep 14, 2026
Director, Executive Chairman, 10% Owner, issuer-wide
14,438,400
1.1
Ernest S. Rady
13D CIK 1221359 · Unknown · Aug 26, 2026
Item 4 purpose: Passive investment
not summed
28,951,754
2
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
9,162,398
2.1
iShares Core S&P Small-Cap ETF
Fund S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
2,852,982
2.2
iShares Russell 2000 ETF
Fund S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
1,330,290
2.3
iShares Russell 2000 Value ETF
Fund S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
475,787
2.4
iShares S&P Small-Cap 600 Value ETF
Fund S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
407,135
2.5
iShares Core U.S. REIT ETF
Fund S000015627 · Registered fund · Jul 31, 2026
iShares Trust, not summed
182,322
3
AMERICAN ASSETS INC
13F CIK 885118 · Unknown · Sep 30, 2026
7,571,235
4
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
5,472,335
5
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
2,797,915
5.1
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
434,532
5.2
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
242,295
5.3
State Street(R) SPDR(R) Dow Jones(R) REIT ETF
Fund S000006976 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
82,066
5.4
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF
Fund S000021764 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
35,974
5.5
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18,617
6
Senvest Management, LLC
13F CIK 1328785 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,651,358
7
LSV ASSET MANAGEMENT
13F CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,212,047
8
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,052,700
9
VANGUARD REAL ESTATE INDEX FUND
Fund S000002924 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
1,868,666
10
American Assets Investment Management, LLC
13F CIK 1389256 · Registered investment adviser · Sep 30, 2026
1,477,340
11
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
1,458,529
12
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,394,216
13
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,279,982
13.1
Schwab U.S. REIT ETF
Fund S000030518 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
373,152
13.2
Schwab U.S. Small-Cap ETF
Fund S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
226,052
13.3
Schwab Fundamental U.S. Small Company ETF
Fund S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
195,125
13.4
Schwab Small-Cap Equity Fund
Fund S000005516 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
124,994
13.5
Schwab Small-Cap Index Fund
Fund S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
121,238
14
VANGUARD SMALL-CAP INDEX FUND
Fund S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
1,054,913
15
AMERIPRISE FINANCIAL INC
13F CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,049,224
15.1
Columbia Small Cap Value Discovery Fund
Fund S000012102 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
655,300
15.2
Columbia Variable Portfolio - Small Cap Value Discovery Fund
Fund S000012561 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
118,537
15.3
Columbia Small Cap Index Fund
Fund S000010827 · Registered fund · Aug 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
67,881
15.4
Columbia Real Estate Equity Fund
Fund S000012072 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
5,544
15.5
Columbia Research Enhanced Small Cap ETF
Fund S000095313 · Registered fund · Jun 30, 2026
Columbia ETF Trust I, not summed
85
16
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,032,169
17
FULLER & THALER ASSET MANAGEMENT, INC.
13F CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,019,791
18
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
953,785
18.1
E*TRADE No Fee Total Market Index Fund
Fund S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
19
19
PRIVATE MANAGEMENT GROUP INC
13F CIK 1142031 · Registered investment adviser · Sep 30, 2026
792,326
20
DIMENSIONAL FUND ADVISORS LP
13F CIK 354204 · Registered investment adviser · Sep 30, 2026
713,054
20.1
DFA Global Real Estate Securities Portfolio
Fund S000021884 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
187,966
20.2
DFA REAL ESTATE SECURITIES PORTFOLIO
Fund S000000949 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
187,605
20.3
Dimensional Global Real Estate ETF
Fund S000078988 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
92,580
20.4
Dimensional US Real Estate ETF
Fund S000075150 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
64,483
21
Invesco Ltd.
13F CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
709,148
21.1
Invesco KBW Premium Yield Equity REIT ETF
Fund S000030362 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
386,186
21.2
Invesco S&P SmallCap Low Volatility ETF
Fund S000030965 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
98,091
21.3
Invesco RAFI US 1500 Small-Mid ETF
Fund S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
55,516
21.4
Invesco S&P SmallCap 600 Revenue ETF
Fund S000064596 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
23,297
21.5
Invesco MSCI Sustainable Future ETF
Fund S000013122 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
9,656
22
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
668,900
23
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
665,613
23.1
FlexShares Global Quality Real Estate Index Fund
Fund S000043008 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
46,800
23.2
Small Cap Index Fund
Fund S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
25,243
23.3
Global Real Estate Index Fund
Fund S000012717 · Registered fund · Jun 30, 2026
Northern Funds, not summed
19,194
23.4
Small Cap Core Fund
Fund S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
5,350
23.5
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
162
24
TWO SIGMA INVESTMENTS, LP
13F CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
618,313
25
ALGERT GLOBAL LLC
13F CIK 1275218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
589,233
26
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
544,476
27
JPMORGAN CHASE & CO
13F CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
516,647
28
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY
Fund S000063935 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
454,555
29
Bank of New York Mellon Corp
13F CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
452,076
30
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
435,679
30.1
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
136,800
31
Wyll Adam
Insider CIK 1508167 · Dec 4, 2025
President & CEO, issuer-wide
427,289
32
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
418,648
33
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
Fund S000012432 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
415,881
34
Barton Robert F.
Insider CIK 1508170 · Dec 3, 2025
Executive Vice President & CFO, issuer-wide
398,517
35
BESSEMER GROUP INC
13F CIK 1054074 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
375,358
35.1
Old Westbury Small & Mid Cap Strategies Fund
Fund S000001857 · Registered fund · Jul 31, 2026
Old Westbury Funds Inc, not summed
374,037
36
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
371,454
36.1
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
22,580
36.2
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
5,540
37
AQR CAPITAL MANAGEMENT LLC
13F CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
368,268
38
CSM Advisors, LLC
13F CIK 1863523 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
337,996
39
Bridge Builder Small/Mid Cap Value Fund
Fund S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
335,487
40
PANAGORA ASSET MANAGEMENT INC
13F CIK 883677 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
335,253
41
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
335,051
42
VANGUARD REAL ESTATE II INDEX FUND
Fund S000059086 · Registered fund · Jul 31, 2026
VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
327,575
43
RAYMOND JAMES FINANCIAL INC
13F CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
326,786
44
PRINCIPAL FINANCIAL GROUP INC
13F CIK 1126328 · Insurance company · Sep 30, 2026
315,715
44.1
SmallCap Value Fund II
Fund S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
86,082
44.2
Principal U.S. Small-Cap ETF
Fund S000055159 · Registered fund · Jun 30, 2026
Principal Exchange-Traded Funds, not summed
73,676
44.3
SmallCap S&P 600 Index Fund
Fund S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
34,882
45
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
313,371
46
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
312,450
47
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F CIK 1423442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
297,597
48
JACOBS LEVY EQUITY MANAGEMENT, INC
13F CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
297,438
49
CITADEL ADVISORS LLC
13F CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
296,680
50
Legal & General Group Plc
13F CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
285,941

31 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 395 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1500217 CUSIP 024013104 13F (30d) 85 filings 85 filers Visit website Investor relations