American Assets Trust (NYSE: AAT) reported third-quarter 2026 revenue of $114.3 million and GAAP net income of $10.0 million. Basic and diluted income attributable to common stockholders was $0.13 per share.
The REIT raised its 2026 FFO per diluted share guidance to $2.04 to $2.10. Same-store cash NOI increased 8.3% from the prior-year quarter.
- Net income available to common stockholders was $7.7 million, or $0.13 per diluted share.
- Total portfolio leased status at September 30 was 85.8% for office, 98.3% for retail and 94.2% for multifamily.
- The company reported $589.6 million of liquidity, including $89.6 million of cash and cash equivalents.
- A $0.34 per-share common-stock dividend for the fourth quarter is scheduled for payment December 17, 2026.
$AAT Insider Trading Activity
$AAT insiders have traded $AAT stock on the open market 36 times in the past 6 months. Of those trades, 36 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AAT stock by insiders over the last 6 months:
- ERNEST S RADY (Executive Chairman) has made 36 purchases buying 1,395,317 shares for an estimated $31,077,610 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AAT Hedge Fund Activity
We have seen 127 institutional investors add shares of $AAT stock to their portfolio, and 92 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,279,982 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,602,755
- SENVEST MANAGEMENT, LLC removed 925,696 shares (-25.9%) from their portfolio in Q2 2026, for an estimated $22,855,434
- PRIVATE MANAGEMENT GROUP INC added 800,019 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,752,469
- JPMORGAN CHASE & CO added 516,647 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,756,014
- FULLER & THALER ASSET MANAGEMENT, INC. added 424,031 shares (+71.2%) to their portfolio in Q2 2026, for an estimated $10,469,325
- WATERFALL ASSET MANAGEMENT, LLC removed 406,033 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $10,024,954
- MILLENNIUM MANAGEMENT LLC removed 379,124 shares (-84.2%) from their portfolio in Q2 2026, for an estimated $9,360,571
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
