Advertisement
Screener

American Assets Investment Management, LLC Last Quarter Change: USA Rights, Added

American Assets Investment Management, LLC quarter change: USA Rights, Added

In rights (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, American Assets Investment Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1389256): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
CAHABA WEALTH MANAGEMENT, INC.United States$1.473B154
Beaird Harris Wealth Management, LLCUnited States$1.471B688
SFMG, LLCUnited States$1.477B333
SHUFRO ROSE & CO LLCUnited States$1.470B314
Sound View Wealth Advisors Group, LLCUnited States$1.470B422
BTC Capital Management, Inc.United States$1.477B530
Falcon Wealth PlanningUnited States$1.468B236
VERUS CAPITAL PARTNERS, LLCUnited States$1.463B525
Pinnacle Wealth Management Advisory Group, LLCUnited States$1.463B550
Adelante Capital Management LLCUnited States$1.462B42