American Assets Ownership
AAT Stock | USD 21.91 0.27 1.25% |
Shares in Circulation | First Issued 2009-09-30 | Previous Quarter 76.3 M | Current Value 76.4 M | Avarage Shares Outstanding 63.7 M | Quarterly Volatility 10.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
American |
American Stock Ownership Analysis
About 93.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.1. Some equities with similar Price to Book (P/B) outperform the market in the long run. American Assets Trust has Price/Earnings (P/E) ratio of 100.93. The entity last dividend was issued on the 6th of March 2024. The firm had 1:100 split on the November 29, 2013. American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust, or REIT, headquartered in San Diego, California. In 2011, the company was formed to succeed to the real estate business of American Assets, Inc., a privately held corporation founded in 1967 and, as such, has significant experience, long-standing relationships and extensive knowledge of its core markets, submarkets and asset classes. American Assets operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 208 people. For more info on American Assets Trust please contact Ernest Rady at 858 350 2600 or go to https://www.americanassetstrust.com.Besides selling stocks to institutional investors, American Assets also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different American Assets' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align American Assets' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
American Assets Quarterly Liabilities And Stockholders Equity |
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American Assets Insider Trades History
Only 1.47% of American Assets Trust are currently held by insiders. Unlike American Assets' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against American Assets' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of American Assets' insider trades
American Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as American Assets is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading American Assets Trust backward and forwards among themselves. American Assets' institutional investor refers to the entity that pools money to purchase American Assets' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Goldman Sachs Group Inc | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 763.6 K | Dimensional Fund Advisors, Inc. | 2023-12-31 | 741.5 K | Ameriprise Financial Inc | 2023-12-31 | 669.8 K | Balyasny Asset Management Llc | 2023-12-31 | 623.3 K | Kennedy Capital Management Inc | 2023-12-31 | 603.2 K | Bank Of New York Mellon Corp | 2023-12-31 | 593.9 K | Amvescap Plc. | 2023-12-31 | 572.1 K | Man Group Plc | 2023-12-31 | 541.7 K | Blackrock Inc | 2023-12-31 | 11.8 M | American Assets Inc | 2023-12-31 | 7.4 M |
American Assets Trust Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Assets insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Assets' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American Assets insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Ernest Rady over three months ago Disposition of 30976 shares by Ernest Rady of American Assets subject to Rule 16b-3 | ||
Adam Wyll over three months ago Acquisition by Adam Wyll of 52761 shares of American Assets subject to Rule 16b-3 | ||
Joy Schaefer over six months ago Acquisition by Joy Schaefer of 2587 shares of American Assets subject to Rule 16b-3 | ||
Ernest Rady over six months ago Purchase by Ernest Rady of 47540 shares of American Assets | ||
Ernest Rady over six months ago Purchase by Ernest Rady of 80000 shares of American Assets | ||
Ernest Rady over a year ago Purchase by Ernest Rady of 10000 shares of American Assets | ||
Ernest Rady over a year ago Purchase by Ernest Rady of 40000 shares of American Assets |
American Assets Corporate Filings
10K | 14th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
13A | 13th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 6th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
ASR | 20th of December 2023 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
Pair Trading with American Assets
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Assets position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Assets will appreciate offsetting losses from the drop in the long position's value.Moving together with American Stock
0.82 | BDN | Brandywine Realty Trust Financial Report 17th of April 2024 | PairCorr |
0.75 | GTY | Getty Realty Financial Report 24th of April 2024 | PairCorr |
0.88 | HPP | Hudson Pacific Properties Financial Report 13th of May 2024 | PairCorr |
0.65 | INN | Summit Hotel Properties Financial Report 1st of May 2024 | PairCorr |
Moving against American Stock
0.69 | MDRR | Medalist Diversified Reit | PairCorr |
0.66 | AHT-PG | Ashford Hospitality Trust | PairCorr |
0.62 | SPG | Simon Property Group Financial Report 7th of May 2024 | PairCorr |
0.51 | AHT-PD | Ashford Hospitality Trust | PairCorr |
0.47 | AHT-PI | Ashford Hospitality Trust | PairCorr |
The ability to find closely correlated positions to American Assets could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Assets when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Assets - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Assets Trust to buy it.
The correlation of American Assets is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Assets moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Assets Trust moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Assets can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Assets Trust. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the American Assets Trust information on this page should be used as a complementary analysis to other American Assets' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Complementary Tools for American Stock analysis
When running American Assets' price analysis, check to measure American Assets' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Assets is operating at the current time. Most of American Assets' value examination focuses on studying past and present price action to predict the probability of American Assets' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Assets' price. Additionally, you may evaluate how the addition of American Assets to your portfolios can decrease your overall portfolio volatility.
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Is American Assets' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Assets. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Assets listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.061 | Dividend Share 1.32 | Earnings Share 0.84 | Revenue Per Share 7.333 | Quarterly Revenue Growth 0.073 |
The market value of American Assets Trust is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Assets' value that differs from its market value or its book value, called intrinsic value, which is American Assets' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Assets' market value can be influenced by many factors that don't directly affect American Assets' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between American Assets' value and its price as these two are different measures arrived at by different means. Investors typically determine if American Assets is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Assets' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.