Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN ASSETS TR INC (AAT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — AAT

Based on 213 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
213 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 — +8% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

99 buying124 selling
Last quarter: 124 funds reduced or exited vs 99 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 34 → 35 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 17% medium 16% new
142 out of 213 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 — ~30 new funds/quarter

24 → 39 → 34 → 35 → 30 new funds/Q
New funds entering each quarter: 39 → 34 → 35 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 8% 1-2yr 19% new
Of 213 current holders: 154 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
38 of 213 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 2 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: AAT
2026 Q1 Stats Unlock in 22 days 213 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 213 215 -0.93%
13F Shares 57M 56M 2.12%
Total Value $1.08B $1.14B -4.87%
New Positions 30 35 -5
Increased Positions 69 86 -17
Closed Positions 32 29 +3
Reduced Positions 92 66 +26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAT

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Financial Highlights

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Institutional Holders (2026 Q1)

213 + investors

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

Top 25 institutional holders of AAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 0.12% 20,869 $384K
2 Inspire Investing, LLC 0.05% 33,719 $621K
3 One Wealth Advisors, LLC 0.04% 17,875 $329K
4 EVOLVE PRIVATE WEALTH, LLC 0.03% 27,675 $510K
5 State of Alaska, Department of Revenue 0.01% 52,241
6 Louisiana State Employees Retirement System 0.01% 21,000
7 STRS OHIO 0.01% 86,400 $1.6M
8 Diversified Trust Co 0.01% 17,054 $314K
9 Sterling Capital Management LLC 0.01% 14,994 $276K
10 Ethic Inc. 0.00% 16,967 $312K
11 GAMMA Investing LLC 0.00% 5,019 $92K
12 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 12,562 $231K
13 Versant Capital Management, Inc 0.00% 1,154 $21K
14 QRG CAPITAL MANAGEMENT, INC. 0.00% 10,563 $194K
15 Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% 10,429 $192K
16 Handelsbanken Fonder AB 0.00% 23,002
17 IFM Investors Pty Ltd 0.00% 8,338 $154K
18 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 25,154
19 HARBOR CAPITAL ADVISORS, INC. 0.00% 527
20 Blue Trust, Inc. 0.00% 3,607 $66K
21 Retirement Wealth Solutions LLC 0.00% 55 $1K
22 True Wealth Design, LLC 0.00% 81 $1K
23 SG Americas Securities, LLC 0.00% 20,732
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 10,778 $201K
25 SIGNATUREFD, LLC 0.00% 1,182 $22K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AAT?

More sellers than buyers — 44% buying: Last quarter: 124 funds reduced or exited vs 99 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AAT holders?

Elite ownership — 42% AUM from top-100 funds: 38 of 213 holders are among the 100 largest funds by AUM, controlling 42% 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?

67% of holders stayed for 2+ years: 142 out of 213 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.