Who owns AAT (AAT)
Which tracked institutional funds hold AAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened AAT while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AAT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AAT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 236 tracked filers holding AAT, 113 increased or opened the position and 118 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AAT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- VANGUARD PORTFOLIO MANAGEMENT LLC$99M
- VANGUARD CAPITAL MANAGEMENT LLC$39M
- PRIVATE MANAGEMENT GROUP INC$15M
- VANGUARD FIDUCIARY TRUST CO$6M
- CSM Advisors, LLC$4M
- JANE STREET GROUP, LLC$3M
Full exits 11
- VANGUARD GROUP INC$138M
- KENNEDY CAPITAL MANAGEMENT LLC$11M
- WELLINGTON MANAGEMENT GROUP LLP$4M
- TWO SIGMA ADVISERS, LP$3M
- Y-Intercept (Hong Kong) Ltd$2M
- TUDOR INVESTMENT CORP ET AL$2M
Largest adds
- Senvest Management, LLC$10M
- TWO SIGMA INVESTMENTS, LP$7M
- UBS Group AG$6M
- ALGERT GLOBAL LLC$4M
- FULLER & THALER ASSET MANAGEMENT, INC.$3M
- JACOBS LEVY EQUITY MANAGEMENT, INC$3M
Largest trims
- Nuveen, LLC$8M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7M
- AMERIPRISE FINANCIAL INC$6M
- AMERICAN ASSETS INC$4M
- STRS OHIO$4M
- AQR CAPITAL MANAGEMENT LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,452,442 | $174M | 13.8% | 2026-Q1 |
| AMERICAN ASSETS INC | 7,374,599 | $136M | 10.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,396,960 | $99M | 7.9% | 2026-Q1 |
| Senvest Management, LLC added | 3,577,054 | $66M | 5.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,844,330 | $52M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,118,674 | $39M | 3.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,976,474 | $36M | 2.9% | 2026-Q1 |
| American Assets Investment Management, LLC | 1,477,340 | $27M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,336,571 | $25M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,279,523 | $24M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,261,384 | $23M | 1.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 960,837 | $18M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 952,582 | $18M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 883,482 | $16M | 1.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 812,901 | $15M | 1.2% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC new | 806,584 | $15M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 774,537 | $14M | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 740,412 | $14M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 616,883 | $11M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 595,760 | $11M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 542,732 | $10M | 0.8% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 465,859 | $9M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 459,495 | $8M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 450,195 | $8M | 0.7% | 2026-Q1 |
| UBS Group AG added | 425,329 | $8M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 417,988 | $8M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 410,598 | $8M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 353,872 | $7M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 353,080 | $7M | 0.5% | 2026-Q1 |
| FMR LLC added | 318,977 | $6M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 318,977 | $6M | 0.5% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 317,468 | $6M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 305,895 | $6M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 298,898 | $6M | 0.4% | 2026-Q1 |
| WATERFALL ASSET MANAGEMENT, LLC trimmed | 279,323 | $5M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 270,027 | $5M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 267,767 | $5M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 257,650 | $5M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 256,158 | $5M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 221,856 | $4M | 0.3% | 2026-Q1 |
| Argosy-Lionbridge Management, LLC trimmed | 209,863 | $4M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 205,392 | $4M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC new | 193,026 | $4M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 157,741 | $3M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 169,363 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 165,000 | $3M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 159,675 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 157,652 | $3M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 152,772 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 149,800 | $3M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 141,194 | $3M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 124,747 | $2M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 122,150 | $2M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 119,393 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 113,144 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 110,121 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 96,500 | $2M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 95,818 | $2M | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 86,400 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 80,807 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 81,226 | $1M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 72,840 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 71,957 | $1M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 68,800 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 67,506 | $1M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 66,793 | $1M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 65,000 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 64,060 | $1M | 0.1% | 2026-Q1 |
| DENALI ADVISORS LLC | 62,800 | $1M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 62,735 | $1M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 61,346 | $1M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 60,610 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 59,471 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 59,165 | $1M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 58,028 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 57,927 | $1M | 0.1% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 55,452 | $1M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 54,274 | $999K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 52,241 | $960K | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 51,237 | $943K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 51,197 | $943K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,271,771 | $138M | 10.9% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 1,965,620 | $39M | 3.1% | 2025-Q2 stale |
| KENNEDY CAPITAL MANAGEMENT LLC added | 554,930 | $11M | 0.8% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 462,000 | $9M | 0.7% | 2025-Q1 stale |
| B&I Capital AG trimmed | 285,996 | $6M | 0.5% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 218,168 | $4M | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 146,529 | $3M | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC added | 102,512 | $2M | 0.2% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 96,317 | $2M | 0.2% | 2025-Q3 stale |
| AXA S.A. added | 96,317 | $2M | 0.2% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd added | 87,474 | $2M | 0.1% | 2025-Q4 stale |
| Alberta Investment Management Corp | 81,700 | $2M | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 77,432 | $2M | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL | 74,081 | $2M | 0.1% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC added | 72,962 | $1M | 0.1% | 2025-Q1 stale |
| Anson Funds Management LP new | 75,785 | $1M | 0.1% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 63,846 | $1M | 0.1% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 54,100 | $1M | 0.1% | 2025-Q4 stale |
| TANG CAPITAL MANAGEMENT LLC | 50,000 | $1M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.