Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
224 institutional managers reported holding AAT for the quarter ended Mar 31, 2026. Together they hold about 74% of shares outstanding; the top 10 hold 50%. 28 opened new positions; 30 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 9.45M | 12.29% | $174.2M | added +1.5% | ≤2013 |
| Vanguard Group | 7.93M | 10.31% | $146.1M | added +3.3% | ≤2013 |
| American Assets INC (focused) | 7.37M | 9.59% | $135.9M | unchanged | ≤2013 |
| Senvest Management, LLC (focused) | 3.58M | 4.65% | $65.9M | added +22.1% | 2025 Q2 |
| State Street | 2.84M | 3.70% | $52.4M | trimmed -1.8% | 2015 Q4 |
| LSV Asset Management | 1.98M | 2.57% | $36.4M | added +7.1% | 2020 Q4 |
| American Assets Investment Management, LLC | 1.48M | 1.92% | $27.2M | unchanged | ≤2013 |
| Geode Capital | 1.34M | 1.74% | $24.6M | added +1% | ≤2013 |
| Charles Schwab Investment Management | 1.26M | 1.64% | $23.2M | added +16.6% | ≤2013 |
| Arrowstreet Capital | 960.8k | 1.25% | $17.7M | trimmed -7.2% | 2024 Q1 |
| Ameriprise Financial INC | 952.6k | 1.24% | $17.6M | trimmed -25.8% | ≤2013 |
| Morgan Stanley | 883.5k | 1.15% | $16.3M | trimmed -7.5% | ≤2013 |
| Algert Global LLC | 812.9k | 1.06% | $15.0M | added +45.4% | 2021 Q3 |
| Private Management Group INC | 806.6k | 1.05% | $14.9M | opened | 2026 Q1 |
| Invesco | 805.6k | 1.05% | $14.8M | added +24% | ≤2013 |
| Northern Trust | 774.5k | 1.01% | $14.3M | added +0.8% | ≤2013 |
| Dimensional Fund Advisors | 616.9k | 0.80% | $11.4M | trimmed -14.1% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 595.8k | 0.78% | $11.0M | added +47.2% | 2019 Q3 |
| Two Sigma | 542.7k | 0.71% | $10.0M | added +292.7% | 2025 Q2 |
| Hotchkis & Wiley Capital Management LLC | 465.9k | 0.61% | $8.6M | added +13.4% | 2025 Q1 |
| BNY Mellon | 459.5k | 0.60% | $8.5M | trimmed -7.7% | ≤2013 |
| Millennium Management | 450.2k | 0.59% | $8.3M | added +66.5% | ≤2013 |
| UBS | 428.6k | 0.56% | $7.9M | trimmed -8.3% | ≤2013 |
| Goldman Sachs | 418.0k | 0.54% | $7.7M | added +19.2% | ≤2013 |
| First Trust Advisors LP | 410.6k | 0.53% | $7.6M | added +2.7% | ≤2013 |
| AQR Capital | 357.8k | 0.47% | $6.6M | trimmed -28.4% | ≤2013 |
| Legal & General Group PLC | 353.9k | 0.46% | $6.5M | trimmed -6.7% | ≤2013 |
| Jacobs Levy Equity Management, INC | 319.0k | 0.41% | $5.9M | added +129.2% | 2025 Q1 |
| FMR (Fidelity) | 319.0k | 0.41% | $5.9M | added +20.2% | ≤2013 |
| Panagora Asset Management INC | 317.5k | 0.41% | $5.9M | unchanged | 2022 Q2 |
| Principal Financial Group INC | 298.9k | 0.39% | $5.5M | added +0.6% | ≤2013 |
| Waterfall Asset Management, LLC (focused) | 279.3k | 0.36% | $5.1M | trimmed -31.2% | 2025 Q3 |
| O'shaughnessy Asset Management, LLC | 270.0k | 0.35% | $5.0M | unchanged | 2024 Q1 |
| Raymond James Financial INC | 267.8k | 0.35% | $4.9M | added +30.4% | 2024 Q3 |
| Nuveen | 257.6k | 0.34% | $4.7M | trimmed -60.6% | 2019 Q2 |
| Bessemer Group INC | 256.2k | 0.33% | $4.7M | added +52.8% | 2024 Q3 |
| Citadel Advisors | 221.9k | 0.29% | $4.1M | trimmed -19.5% | 2020 Q1 |
| Argosy-Lionbridge Management, LLC (focused) | 209.9k | 0.27% | $3.9M | trimmed -2.3% | 2025 Q3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 205.4k | 0.27% | $3.8M | unchanged | 2024 Q4 |
| CSM Advisors, LLC | 193.0k | 0.25% | $3.6M | opened | 2026 Q1 |
| Public Sector Pension Investment Board | 169.4k | 0.22% | $3.1M | added +3.5% | 2013 Q4 |
| Jane Street | 165.0k | 0.21% | $3.0M | opened | 2023 Q1 |
| Prudential Financial INC | 159.7k | 0.21% | $2.9M | added +3.2% | ≤2013 |
| Bank OF America CORP /DE/ | 157.7k | 0.20% | $2.9M | trimmed -17.7% | ≤2013 |
| Man Group | 152.8k | 0.20% | $2.8M | trimmed -11.5% | 2025 Q1 |
| Rhumbline Advisers | 149.8k | 0.20% | $2.8M | trimmed -4.4% | ≤2013 |
| Allianz Asset Management GmbH | 141.2k | 0.18% | $2.6M | trimmed -51.2% | 2021 Q3 |
| BNP Paribas Financial Markets | 137.0k | 0.18% | $2.5M | trimmed -2.6% | ≤2013 |
| Canada Life Assurance CO | 124.7k | 0.16% | $2.3M | added +1.4% | 2013 Q4 |
| Martingale Asset Management L P | 119.4k | 0.15% | $2.2M | unchanged | 2022 Q2 |
Largest 50 of 224 shown; the full ranked, searchable register is at boothcheck.com/holders/AAT. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.