American Assets Investment Management
$1.5B Assets Reported
143 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WFC | WELLS FARGO & CO | 940,400 | $75M | 5.2% |
| BAC | BANK AMERICA CORP | 15,224,325 | $71M | 4.9% |
| XOM | EXXON MOBIL CORP | 410,000 | $70M | 4.8% |
| SHEL | SHELL PLC | 651,000 | $61M | 4.2% |
| JPM | JPMORGAN CHASE & CO | 2,259,400 | $56M | 3.8% |
| AAPL | APPLE INC | 210,000 | $53M | 3.7% |
| GS | GOLDMAN SACHS GROUP INC | 99,000 | $47M | 3.2% |
| CVX | CHEVRON CORPORATION | 180,000 | $37M | 2.6% |
| MSFT | MICROSOFT CORP | 89,650 | $33M | 2.3% |
| CAT | CATERPILLAR INC | 45,000 | $32M | 2.2% |
Track American Assets Investment Management's 13F portfolio: $1.5B in reported holdings, 143 positions. Top holdings, AUM, and quarterly changes on SentiSense.