AAT American Assets Trust, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Owner and operator of office, retail, mixed-use, and multifamily properties concentrated in California, Washington, Oregon, Texas, and Hawaii
• • No new products or segments introduced; emphasis on risks from geographic concentration and office sector trends (52% NOI from office in 2025)
• • Strategic focus on managing high indebtedness $1.70B and risks from key tenant concentration (top three tenants represent 31% office rent) amid evolving remote work trends
• • Notable metric: Leases representing 6.7% of square footage and 8.2% of annualized base rent expiring in 2026, plus 11.5% available space in core portfolios
• • Unusual risk highlighted: Potential taxable income without cash on foreclosures due to nonrecourse mortgage debt treatment impacting REIT distribution ability

Risk Factors

• • Regulatory risk: REIT qualification under Internal Revenue Code requires 90% income distribution to stockholders, failure triggers substantial corporate tax liability reducing cash available
• • Macroeconomic threat: Sale of Del Monte Center retail property for $123.5M in 2025 reflects shifting retail segment exposure and potential impact on portfolio diversification
• • Operational vulnerability: Capital expenditures surged to $80.4M in 2025 from $77.4M in 2024 mainly for tenant improvements, repositioning, and new developments increasing operational cost demands
• • Competitive risk: New tenant build-outs at Coastal Collection, Solana Crossing, Timber Ridge compete directly with similar mixed-use developments, affecting occupancy and leasing dynamics
• • Financial risk: Extended collection period for straight-line rents and tenant credit risk require significant judgment, potentially impacting recognized net income and cash flow stability

Management Discussion & Analysis

• • Revenue $436.2M, down 5% YoY from $457.9M; rental revenue decreased 3% to $410.5M mainly due to retail segment sale and office occupancy decline
• • Operating margin (property operating income/revenue) approx. 61.1% vs 63.4%, with operating income down 8% to $266.6M from $290.1M
• • Best segment: Multifamily operating income up 1% to $37.0M; Worst segment: Retail operating income down 11% to $68.3M due to Del Monte Center sale
• • Net income $55.6M, down 2% YoY; general/admin expenses up 7% to $37.8M; interest expense up 5% to $78.1M; $44.5M gain on Del Monte Center sale
• • Cash flow: no equity sold via ATM program in 2025; company retains $250M ATM capacity; dividends funded via Operating Partnership distributions with adequate liquidity for 12 months
• • Forward outlook: potential delays in development projects, limits on acquisitions or dividend changes if capital markets deteriorate; monitors risks from lower occupancy and tourism impacts in mixed-use segment

What are the latest AAT SEC filings in 2026?

American Assets Trust, Inc. (AAT) has filed a 10-K annual report on February 6, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AAT file its most recent 10-K annual report?

American Assets Trust, Inc. (AAT) filed its most recent 10-K annual report on February 6, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AAT 10-Q quarterly reports?

American Assets Trust, Inc. (AAT)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every AAT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AAT filed recently?

American Assets Trust, Inc. (AAT)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AAT insider trading activity (Form 4)?

SignalX aggregates every AAT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AAT file with the SEC?

American Assets Trust, Inc. (AAT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AAT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for American Assets Trust, Inc. (AAT).

What is AAT's SEC CIK number?

American Assets Trust, Inc. (AAT)'s SEC CIK (Central Index Key) number is 1500217. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1500217 to look up all AAT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AAT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from American Assets Trust, Inc. (AAT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.