A detailed history of Creative Planning transactions in American Assets Trust, Inc. stock. As of the latest transaction made, Creative Planning holds 19,667 shares of AAT stock, worth $380,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,667
Previous 12,789 53.78%
Holding current value
$380,163
Previous $252,000 58.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$18.7 - $21.32 $128,618 - $146,638
6,878 Added 53.78%
19,667 $399,000
Q2 2025

Aug 08, 2025

BUY
$17.29 - $20.65 $221,121 - $264,092
12,789 New
12,789 $252,000
Q4 2024

Feb 14, 2025

SELL
$25.42 - $28.67 $4,372 - $4,931
-172 Reduced 1.68%
10,095 $265,000
Q3 2024

Oct 11, 2024

BUY
$21.79 - $27.37 $719 - $903
33 Added 0.32%
10,267 $274,000
Q2 2024

Aug 15, 2024

BUY
$20.36 - $22.95 $208,364 - $234,870
10,234 New
10,234 $229,000

Others Institutions Holding AAT

About American Assets Trust, Inc.


  • Ticker AAT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 60,528,100
  • Market Cap $1.17B
  • Description
  • American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust, or REIT, headquartered in San Diego, California. The company has over 50 years of experience in acquiring, improving, developing and managing premier office, retail, and residential properties throughout the United States in s...
More about AAT
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.