13F Filings History of American Assets Investment Management, LLC

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$1,361,610,325
Signature - Title
Ernest S. Rady - Chief Executive Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by American Assets Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. American Assets Investment Management, LLC reported 142 stock holdings with total value $1,361,610,325 as of Q3 2025. Top holdings included WFC, RGTI, BAC, JPM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 142 $1,361,610,325 +$3,868,490 -$44,068,746 -$40,200,256 WFC, RGTI, BAC, JPM, AAPL 13F-HR 05 Nov 2025, 15:41
Q2 2025 143 $1,244,166,823 +$37,325,275 -$16,146,250 +$21,179,025 WFC, BAC, JPM, MSFT, RGTI 13F-HR 05 Aug 2025, 16:10
Q1 2025 146 $1,142,941,615 +$23,769,947 -$49,042,943 -$25,272,996 XOM, BAC, AAPL, JPM, WFC Restatement 09 May 2025, 14:30
Q4 2024 4 $3,089,310 $0 $0 $0 CELH, PBI, GEV, TLT New Holdings 17 Mar 2025, 17:24
Q4 2024 155 $1,222,630,458 +$6,710,858 -$36,313,847 -$29,602,989 RGTI, AAPL, BAC, XOM, JPM 13F-HR 10 Feb 2025, 16:01
Q3 2024 160 $1,142,863,120 +$9,723,086 -$5,692,277 +$4,030,809 XOM, AAPL, BAC, AAT, MSFT 13F-HR 05 Nov 2024, 16:59
Q2 2024 161 $1,068,843,294 +$36,798,006 -$14,012,301 +$22,785,705 XOM, BAC, AAPL, MSFT, JPM 13F-HR 31 Jul 2024, 10:57
Q1 2024 168 $1,051,005,989 +$11,869,455 -$3,371,001 +$8,498,454 XOM, MSFT, AAPL, JPM, AAT 13F-HR 10 May 2024, 14:17
Q4 2023 171 $969,401,312 +$2,648,716 -$4,713,610 -$2,064,894 XOM, AAPL, MSFT, AAT, JPM 13F-HR 13 Feb 2024, 17:29
Q3 2023 177 $896,161,487 +$24,997,463 -$3,407,096 +$21,590,367 XOM, AAPL, CVX, AAT, MSFT 13F-HR 08 Nov 2023, 10:37
Q2 2023 173 $898,596,644 +$9,144,508 -$480,924 +$8,663,584 XOM, AAPL, MSFT, AAT, CVX 13F-HR 07 Aug 2023, 11:51
Q1 2023 173 $866,732,466 +$30,175,062 -$1,977,876 +$28,197,186 XOM, AAPL, CVX, AAT, MSFT 13F-HR 04 May 2023, 13:42
Q4 2022 173 $862,364,233 +$25,315,025 -$8,548,755 +$16,766,270 XOM, AAT, CVX, AAPL, BAC 13F-HR 07 Feb 2023, 11:01
Q3 2022 175 $767,875,000 +$36,224,468 -$2,751,785 +$33,472,683 AAT, XOM, AAPL, CVX, BAC 13F-HR 25 Oct 2022, 13:53
Q2 2022 170 $801,378,000 +$5,637,831 -$15,726,608 -$10,088,777 AAT, XOM, AAPL, CVX, BAC 13F-HR 21 Jul 2022, 14:26
Q1 2022 177 $945,058,000 +$42,919,365 -$2,015,862 +$40,903,503 AAT, AAPL, XOM, BAC, CVX 13F-HR 05 May 2022, 18:12
Q4 2021 175 $928,424,000 +$99,496,719 -$4,914,376 +$94,582,343 AAT, AAPL, BAC, MSFT, JPM 13F-HR 03 Feb 2022, 14:15
Q3 2021 162 $806,671,000 +$54,430,980 -$2,968,000 +$51,462,980 AAT, BAC, AAPL, JPM, WFC 13F-HR 21 Oct 2021, 13:10
Q2 2021 130 $764,174,000 +$19,183,902 -$27,385,878 -$8,201,976 AAT, BAC, AAPL, JPM, WFC 13F-HR 02 Aug 2021, 14:08
Q1 2021 147 $724,628,000 +$52,197,752 -$13,956,147 +$38,241,605 AAT, BAC, JPM, AAPL, WFC 13F-HR 28 Apr 2021, 18:23
Q4 2020 125 $614,530,000 +$67,457,826 -$15,307,760 +$52,150,066 AAT, AAPL, BAC, JPM, MSFT 13F-HR 05 Feb 2021, 17:38
Q3 2020 120 $485,714,000 +$61,109,259 -$4,029,469 +$57,079,790 AAT, AAPL, WFC, MSFT, JPM 13F-HR 30 Oct 2020, 16:33
Q2 2020 118 $442,594,000 +$36,667,366 -$24,514,722 +$12,152,644 AAT, WFC, MSFT, AAPL, JPM 13F-HR 03 Aug 2020, 19:01
Q1 2020 169 $467,367,000 +$13,075,496 -$3,158,118 +$9,917,378 AAT, WFC, MSFT, JPM, AAPL 13F-HR 24 Apr 2020, 12:45
Q4 2019 173 $666,099,000 +$35,461,522 -$14,462,735 +$20,998,787 AAT, WFC, JPM, MSFT, AAPL 13F-HR 28 Jan 2020, 12:58
Q3 2019 180 $624,152,000 +$17,128,168 -$7,540,558 +$9,587,610 AAT, WFC, JPM, MSFT, AAPL 13F-HR 31 Oct 2019, 17:36
Q2 2019 178 $626,615,000 +$15,013,013 +$15,013,013 AAT, WFC, JPM, MSFT, CVX 13F-HR 23 Jul 2019, 13:13
Q1 2019 178 $616,197,000 +$17,404,980 -$6,007,990 +$11,396,990 AAT, WFC, JPM, MSFT, BP 13F-HR 01 May 2019, 15:19
Q4 2018 182 $554,617,000 +$45,428,410 -$4,816,269 +$40,612,141 AAT, WFC, JPM, MSFT, BP 13F-HR 01 Feb 2019, 11:33
Q3 2018 181 $607,953,000 +$23,740,071 -$252,459 +$23,487,612 AAT, WFC, JPM, MSFT, BP 13F-HR 22 Oct 2018, 13:49
Q2 2018 173 $568,545,910 +$43,520,558 -$10,761,770 +$32,758,788 AAT, WFC, JPM, MSFT, BP 13F-HR 30 Jul 2018, 14:06
Q1 2018 174 $526,519,000 +$41,173,717 -$4,194,821 +$36,978,896 WFC, AAT, JPM, MSFT, EWU 13F-HR 01 May 2018, 20:15
Q4 2017 154 $521,637,000 +$21,707,823 -$12,087,015 +$9,620,808 WFC, AAT, JPM, EWU, MSFT 13F-HR 29 Jan 2018, 12:38
Q3 2017 151 $500,688,000 +$27,631,531 -$6,768,224 +$20,863,307 WFC, AAT, JPM, GEXXXX, EWU 13F-HR 27 Oct 2017, 15:18
Q2 2017 153 $482,828,375 +$20,551,965 -$25,237,601 -$4,685,636 WFC, AAT, JPM, GEXXXX, EWU 13F-HR 03 Aug 2017, 12:21
Q1 2017 150 $489,922,602 +$36,985,225 -$15,458,730 +$21,526,495 WFC, AAT, EWU, JPM, GEXXXX 13F-HR 04 May 2017, 11:31
Q4 2016 144 $471,795,945 +$52,757,258 -$17,864,303 +$34,892,955 WFC, AAT, EWU, JPM, GEXXXX 13F-HR 03 Feb 2017, 13:27
Q3 2016 137 $433,917,382 +$26,503,866 -$2,606,725 +$23,897,141 WFC, AAT, EWUXXXX, JPM, GEXXXX 13F-HR 25 Oct 2016, 17:53
Q2 2016 125 $408,096,138 +$48,753,543 -$4,186,539 +$44,567,004 WFC, AAT, EWUXXXX, GEXXXX, JPM 13F-HR 12 Aug 2016, 19:27
Q1 2016 119 $363,580,505 +$21,610,596 -$3,325,387 +$18,285,209 WFC, AAT, GEXXXX, JPM, MSFT 13F-HR 16 May 2016, 08:31
Q4 2015 122 $355,055,000 +$26,317,736 -$5,670,909 +$20,646,827 WFC, AAT, GEXXXX, JPM, MSFT 13F-HR 11 Feb 2016, 08:00
Q3 2015 120 $328,053,000 +$37,031,330 -$4,658,285 +$32,373,045 WFC, AAT, GEXXXX, JPM, AIG 13F-HR 12 Nov 2015, 08:13
Q2 2015 117 $334,222,000 +$30,567,650 -$1,156,779 +$29,410,871 WFC, AAT, JPM, GEXXXX, BP 13F-HR 12 Aug 2015, 12:57
Q1 2015 111 $312,935,000 +$13,942,667 -$5,664,282 +$8,278,385 WFC, AAT, JPM, BP, VZ 13F-HR 11 May 2015, 19:46
Q4 2014 107 $315,196,000 +$36,478,398 -$2,043,059 +$34,435,339 WFC, AAT, GEXXXX, JPM, BP 13F-HR 28 Jan 2015, 15:30
Q3 2014 91 $281,641,000 +$19,218,071 -$15,548,533 +$3,669,538 WFC, AAT, GEXXXX, JPM, BP 13F-HR 29 Oct 2014, 19:37
Q2 2014 131 $351,476,000 +$29,446,789 -$2,162,766 +$27,284,023 WFC, GEXXXX, BP, JPM, CVX 13F-HR 04 Aug 2014, 17:22
Q1 2014 128 $316,473,000 +$54,713,672 -$185,149 +$54,528,523 WFC, GEXXXX, JPM, BP, CVX 13F-HR 07 May 2014, 13:58
Q4 2013 135 $266,145,000 $0 WFC, GEXXXX, BP, JPM, CVX 13F-HR 27 Jan 2014, 13:19