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 |
|---|---|---|---|---|
| Ernest S. Rady | 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 |
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 |
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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.