American Assets Investment Management, Llc: Significant Changes in Holdings During Q1 2026
This report details the notable purchases and sales observed by American Assets Investment Management, Llc during the quarter ending June 30, 2026.
According to data from Insiderset for American Assets Investment Management, Llc, the investment strategy focused on large financial institutions and technology stocks saw notable shifts during the quarter ending June 30, 2026.
Among the most significant changes was a substantial increase in holdings of CB, representing a 100% rise. Similarly, Ameriprise Financial (AMP) experienced a full percentage increase in its allocation.
The investor also demonstrated buying activity on several other fronts during Q1 2026. They added positions to Johnson Controls International (JCI), increased their stake in the Select Sector SPDR Trust for Telecom Services ETF (XLU), and purchased shares of Pitney Bowes (PBI), which saw a 1525% jump in its position.
In contrast, the investor divested significantly from one holding. The largest sale was observed in JPMorgan Chase (JPM), which experienced an 88.52% reduction in its position during the quarter.
Additionally, American Assets Investment Management, Llc maintained or adjusted positions in other notable stocks like Exxon Mobil (XOM), Apple (AAPL), and several others, as detailed in their filing.