As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of American Assets Trust, Inc. The largest reported stake is Ernest S. Rady's, at 38%. 5 filings are on record since January 26, 2026 (Schedule 13D/A, August 26, 2026).
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Key facts
- · Holder: Ernest S. Rady · Percent: 38% · Shares: 28,951,754 · SCHEDULE 13D/A
- · Holder: Ernest S. Rady · Percent: 37.1% · SCHEDULE 13D/A
- · Holder: Vanguard Portfolio Management · Percent: 8.82% · SCHEDULE 13G
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: Senvest Management, LLC · Percent: 5.1% · SCHEDULE 13G
American Assets Trust, Inc. has 5 Schedule 13D or 13G filings on record since 2026-01-26. 3 holders' latest filing reports 5% or more of common stock, par value $0.01. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 38% | 28,951,754 | SCHEDULE 13D/A, 2026-08-26 | 2026-08-26 | |
| Vanguard Portfolio Management | 8.82% | 5,416,967 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| Senvest Management, LLC | 5.1% | 3,088,587 | SCHEDULE 13G, 2026-01-26 | 2026-01-22 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
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More on American Assets Trust, Inc. and the records around it.
American Assets Trust, Inc. elsewhere on the record
Companies that share a holder
- American Assets, Inc. also filed stake reports on 1 other company: Private Bancorp of America, Inc. (Sep 2026)
- Senvest Management, LLC also filed stake reports on 14 other companies: American Well Corp (Aug 2026), nCino Inc. (Aug 2026), Voyager Technologies, Inc./DE (Aug 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| American Assets, Inc. | 7,376,603 | 0 | 7,376,603 | 0 | SCHEDULE 13D/A, 2026-08-26 |
| Ernest Rady Trust U/D/T March 10, 1983 | 26,737,834 | 0 | 27,568,194 | 0 | SCHEDULE 13D/A, 2026-08-26 |
| Ernest S. Rady | 28,121,394 | 0 | 28,951,754 | 0 | SCHEDULE 13D/A, 2026-08-26 |
The latest filing identifies American Assets Trust, Inc. by CUSIP 024013104 and gives its principal executive office as 3420 Carmel Mountain Road, Suite 100, San Diego, CA 92121 (SCHEDULE 13D/A, 2026-08-26).
Source of funds (Item 3)
The information in Item 3 is hereby amended and supplemented as follows: Since Amendment No. 10 to Schedule 13D was filed on May 26, 2026, the Reporting Persons have purchased 648,658 Shares for aggregate consideration of $14,808,700 (excluding brokerage commissions) using the source of funds described in Row 4 of the cover pages hereof.Ernest S. Rady, SCHEDULE 13D/A, 2026-08-26
Purpose of Transaction (Item 4)
Ernest S. Rady
The information in Item 4 is hereby amended and supplemented as follows: Transactions Item 5(c) provides disclosure with regard to the Transactions (as defined below) and is incorporated herein by reference. General The Reporting Persons acquired the securities described in this Schedule 13D for investment purposes and they intend to review their investments in the Company on a continuing basis. Any actions the Reporting Persons might undertake will be dependent upon the Reporting Persons' review of numerous factors, including, but not limited to: an ongoing evaluation of the Company's business, financial condition, operations and prospects; price levels of the Company's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments. Subject to the ownership limitations in the Company's charter, the Voting Support Agreement entered into by the Reporting Persons and the Company, dated as of May 11, 2026 (the "Voting Agreement") and exemptions provided by the Company's board of directors (the "Board") the Reporting Persons may acquire additional securities of the Company in the open market, in privately negotiated transactions or otherwise. In addition, the Reporting Persons, including Mr. Rady in his position as Executive Chairman of the Board of the Company, may engage in discussions with management, the Board, other securityholders of the Company and other …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-26; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-01-26 | Senvest Management, LLC | 5.1% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Vanguard Portfolio Management | 8.82% | SCHEDULE 13G |
| 2026-05-27 | Ernest S. Rady | 37.1% | SCHEDULE 13D/A |
| 2026-08-26 | Ernest S. Rady | 38% | SCHEDULE 13D/A |
Questions about who owns American Assets Trust, Inc.
Who owns American Assets Trust, Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of American Assets Trust, Inc.: Ernest S. Rady (38%, Schedule 13D/A, filed 2026-08-26), Vanguard Portfolio Management (8.82%, Schedule 13G, filed 2026-04-28) and Senvest Management, LLC (5.1%, Schedule 13G, filed 2026-01-26).
Who are the largest shareholders of American Assets Trust, Inc.?
By the share each holder's latest filing reports, the largest holders of American Assets Trust, Inc. on this page are Ernest S. Rady (38%), Vanguard Portfolio Management (8.82%) and Senvest Management, LLC (5.1%).
When did Ernest S. Rady buy into American Assets Trust, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Ernest S. Rady on this page is the Schedule 13D/A, filed 2026-05-27, reporting 37.1%; its latest, Schedule 13D/A filed 2026-08-26, reports 38%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.