American Assets Investment Management, LLC
Position in MS — Morgan Stanley
CIK 1389256
SAN DIEGO, CA
Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,593,280
+$5,870,040 QoQ
Shares Held
132,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#373
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026American Assets Investment Management, LLC holds $140,714,319 across 4 Capital Markets names. MS ranks #2 (19.6% of the industry book) .
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,593,280 | 132,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $21,723,240 | 132,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,433,960 | 132,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,624,320 | 92,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,959,120 | 92,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,733,640 | 92,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,566,240 | 92,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,590,080 | 92,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,941,480 | 92,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,662,720 | 92,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,579,000 | 92,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,513,640 | 92,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,856,800 | 92,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,077,600 | 92,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,821,840 | 92,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,268,920 | 92,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,997,520 | 92,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,040,800 | 92,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,030,720 | 92,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,952,520 | 92,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,435,480 | 92,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,144,720 | 92,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,304,760 | 92,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,351,500 | 90,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,864,000 | 80,000 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,363,000 | 69,500 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||