Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Assets Tr Inc (AAT)

240 + Investors. Track Smart Money conviction in AAT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — AAT

Based on 235 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
235 hedge funds hold AAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

112 buying113 selling
Last quarter: 112 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 35 → 30 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 17% new
150 out of 235 hedge funds have held AAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~35 new funds/quarter

40 → 36 → 35 → 30 → 35 new funds/Q
New funds entering each quarter: 36 → 35 → 30 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 236 holders: 163 (69%) are 2+ year veterans, 24 entered 1–2 years ago, and 49 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
53 of 235 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AAT

In 2026 Q1, 112 hedge funds were net buyers of AAT (35 opened a new position, 77 added to an existing one), while 113 reduced or exited (85 trimmed, 28 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 47% of total institutional value in AAT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 235.

Hedge Fund Ownership: AAT

How many hedge funds hold AAT — quarterly history vs. share price
Quarterly hedge fund ownership of AAT vs. share price

Market Analysis: AAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: AAT
240 + Investors

Track Smart Money conviction in AAT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 240 236 1.69%
13F Shares 57M 57M -0.18%
Total Value $1.33B $986M 34.61%
New Positions 33 35 -2
Increased Positions 93 77 +16
Closed Positions 29 27 +2
Reduced Positions 74 86 -12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAT

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Institutional Holders (2026 Q2)

240 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AAT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Assets Inc 54.80% 7,374,599 $182.1M
2 Argosy-Lionbridge Management, LLC 3.84% 247,506 $6.1M
3 American Assets Investment Management, LLC 2.21% 1,477,340 $36.5M
4 Senvest Management, LLC 1.92% 2,651,358 $65.5M
5 AlphaCentric Advisors LLC 0.63% 30,000 $741K
6 Private Management Group Inc 0.52% 800,019 $19.8M
7 MQS Management LLC 0.35% 11,483 $284K
8 Polymer Capital Management (US) LLC 0.20% 59,869 $1.5M
9 Algert Global LLC 0.17% 589,233 $14.5M
10 Vert Asset Management LLC 0.16% 23,770 $587K
11 Denali Advisors LLC 0.16% 62,800 $1.6M
12 Crossingbridge Advisors, LLC 0.13% 30,000 $741K
13 Odyssean, LLC 0.12% 31,098 $768K
14 Martingale Asset Management L P 0.10% 163,315 $4.0M
15 Lighthouse Investment Partners, LLC 0.09% 136,643 $3.4M
16 Mystic Asset Management, Inc. 0.08% 16,060 $397K
17 Retirement Planning Co of New England, Inc. 0.08% 8,570 $212K
18 Fuller & Thaler Asset Management, INC. 0.07% 1,019,791 $25.2M
19 One Wealth Advisors, LLC 0.05% 17,510 $432K
20 Evolve Private Wealth, LLC 0.05% 30,190 $745K
21 XTX Topco Ltd 0.04% 138,997 $3.4M
22 Quantum Portfolio Management LLC 0.04% 4,081 $101K
23 Inspire Investing, LLC 0.03% 33,847 $836K
24 O'shaughnessy Asset Management, LLC 0.03% 297,597 $7.3M
25 Hotchkis & Wiley Capital Management LLC 0.03% 435,679 $10.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — American Assets Tr Inc (AAT)

What does the Smart Money Trend signal show for AAT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AAT?

Slight buying edge — 50% buying: Last quarter: 112 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AAT holders?

Elite ownership — 47% AUM from top-100 funds: 53 of 235 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AAT?

64% of holders stayed for 2+ years: 150 out of 235 hedge funds have held AAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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