Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Assets Tr Inc (AAT)

233 + 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 234 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
234 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 — +5% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+5% 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 buying112 selling
Last quarter: 112 funds bought or added vs 112 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: 35 → 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+) ■ 19% medium ■ 17% new
150 out of 234 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 → 35 → 35 → 30 → 35 new funds/Q
New funds entering each quarter: 35 → 35 → 30 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 235 current holders: 162 (69%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
52 of 234 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 112 reduced or exited (84 trimmed, 28 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 29% of total institutional value in AAT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 234.

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

-- --

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

Is It Too Late to Buy American Assets Tr Inc (AAT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AAT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
AAT
+32.6%
XLRE
+10.0%

AAT outperformed XLRE by +22.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
AAT
+19.3%
XLRE
+3.9%

Since the filing became public, AAT outperformed XLRE by +15.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AAT
233 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 233 227 2.64%
13F Shares 57M 58M -0.8%
Total Value $983M $1.09B -9.65%
New Positions 34 30 +4
Increased Positions 77 72 +5
Closed Positions 28 32 -4
Reduced Positions 84 100 -16
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAT

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Institutional Holders (2026 Q1)

233 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Assets Inc 45.49% 7,374,599 $135.8M
2 Waterfall Asset Management, LLC 2.88% 279,323 $5.1M
3 Argosy-Lionbridge Management, LLC 2.71% 209,863 $3.9M
4 Senvest Management, LLC 2.18% 3,577,054 $65.9M
5 American Assets Investment Management, LLC 1.85% 1,477,340 $27.2M
6 AlphaCentric Advisors LLC 0.64% 35,000 $644K
7 Private Management Group Inc 0.43% 806,584 $14.8M
8 Denali Advisors LLC 0.13% 62,800 $1.2M
9 Coppell Advisory Solutions LLC 0.13% 7,462 $215K
10 Vert Asset Management LLC 0.12% 20,869 $384K
11 Crossingbridge Advisors, LLC 0.12% 35,000 $644K
12 Odyssean, LLC 0.09% 13,080 $241K
13 Dark Forest Capital Management LP 0.08% 51,237 $943K
14 Fox Run Management, L.L.C. 0.08% 24,971 $459K
15 Mystic Asset Management, Inc. 0.07% 15,460 $285K
16 Martingale Asset Management L P 0.06% 119,393 $2.2M
17 Inspire Investing, LLC 0.05% 33,719 $621K
18 New Age Alpha Advisors, LLC 0.05% 55,452 $1.0M
19 One Wealth Advisors, LLC 0.04% 17,875 $329K
20 Fuller & Thaler Asset Management, INC. 0.04% 595,760 $11.0M
21 XTX Topco Ltd 0.04% 110,121 $2.0M
22 Evolve Private Wealth, LLC 0.03% 27,675 $510K
23 AlphaQuest LLC 0.03% 25,511 $483K
24 Hotchkis & Wiley Capital Management LLC 0.03% 465,859 $8.6M
25 O'shaughnessy Asset Management, LLC 0.02% 270,027 $5.0M
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 112 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?

Strong quality — 29% AUM from major funds: 52 of 234 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AAT?

64% of holders stayed for 2+ years: 150 out of 234 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.

Is it too late to buy American Assets Tr Inc (AAT) following the 2026 Q1 hedge fund 13F filings?

As of today, AAT has moved +19.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLRE sector ETF — an outperformance of +15.4%. Since the quarter end (March 31, 2026), AAT has gained +32.6% vs +10.0% for XLRE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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