American Assets Inc Portfolio Stock Holdings

American Assets Inc disclosed 30 stock positions valued at approximately $298.5 million in its latest SEC 13F filing. The largest holdings include AMERICAN ASSETS TR INC, WELLS FARGO & CO, and EXXON MOBIL CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
30
Portfolio Value
$298.5M
Holdings by Sector
American Assets Inc Portfolio Holdings in Q1 2026

30 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMERICAN ASSETS TR INCAATReal Estate45.49%7,374,599--$135,766,368
WELLS FARGO & COWFCFinancial Services42.69%1,600,626--$127,425,836
EXXON MOBIL CORPXOMEnergy1.99%35,000--$5,938,100
BANK AMERICA CORPBACFinancial Services1.43%87,500--$4,265,625
CAPITAL ONE FINL CORPCOFFinancial Services0.86%30,000+20,000+200.00%$2,559,900
ARS PHARMACEUTICALS INCSPRYHealthcare0.57%7,000-48,000-87.27%$1,711,080
ALASKA AIR GROUP INCALKIndustrials0.48%130,000+130,000+100.00%$1,436,500
TORONTO DOMINION BK ONTTDFinancial Services0.47%15,000--$1,399,650
SPOTIFY TECHNOLOGY S ASPOTOther0.43%17,000+17,000+100.00%$1,289,450
WEYERHAEUSER COWYReal Estate0.42%13,000-22,000-62.86%$1,249,950
AEROVIRONMENT INCAVAVIndustrials0.38%10,000+7,500+300.00%$1,139,800
AMAZON COM INCAMZNConsumer Cyclical0.38%75,000+75,000+100.00%$1,128,750
CHEVRON CORPORATIONCVXEnergy0.35%5,000--$1,034,500
SIMON PPTY GROUP INC NEWSPGReal Estate0.31%5,000--$932,650
BOSTON SCIENTIFIC CORPBSXHealthcare0.31%5,000+5,000+100.00%$915,250
EVOLUS INCEOLSHealthcare0.30%110,000-15,000-12.00%$883,300
DOORDASH INCDASHCommunication Services0.28%4,000+4,000+100.00%$833,080
KKR & CO INCKKRFinancial Services0.28%5,500+5,500+100.00%$825,825
KENVUE INCKVUEConsumer Defensive0.28%4,500-30,500-87.14%$820,935
UNIVERSAL DISPLAY CORPOLEDTechnology0.26%2,100+2,100+100.00%$777,357
ORACLE CORPORCLTechnology0.26%45,000+42,000+1400.00%$775,800
LANTHEUS HLDGS INCLNTHHealthcare0.26%12,600-4,400-25.88%$763,686
INTUITIVE SURGICAL INCISRGHealthcare0.25%12,000+10,500+700.00%$753,000
NETFLIX INC.NFLXCommunication Services0.23%1,500+1,500+100.00%$691,485
E L F BEAUTY INCELFConsumer Defensive0.23%60,000+47,400+376.19%$687,600
REGENERON PHARMACEUTICALSREGNHealthcare0.22%7,000+5,200+288.89%$647,500
MICROSOFT CORPMSFTTechnology0.21%150,000+150,000+100.00%$616,500
TRUIST FINL CORPTFCFinancial Services0.15%10,000--$459,700
AMERICOLD REALTY TRUST INCCOLDReal Estate0.14%6,500-53,500-89.17%$407,420
ANHEUSER BUSCH INBEV SA NVBUDConsumer Defensive0.12%5,000--$346,850
American Assets Inc Portfolio Stock Holdings | InsiderSet