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American Assets Investment Management, LLC

Q3 2024 · 13F-HR

American Assets Investment Management, LLCholdings as filed

Filed 2024-11-05 · accession 0001389256-24-000023

$1.14B
Reported value
160
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$52.7M4.62%450,000CommonNONE
037833100AAPLAPPLE INC$48.9M4.28%210,000CommonNONE
060505104BACBANK AMERICA CORP$44.8M3.92%1,128,950CommonNONE
024013104AATAMERICAN ASSETS TR INC$39.4M3.45%1,475,336CommonNONE
594918104MSFTMICROSOFT CORP$38.6M3.38%89,650CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$37.4M3.28%177,600CommonNONE
949746101WMT2WELLS FARGO CO NEW$31.4M2.74%555,000CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$26.7M2.34%54,000CommonNONE
166764100CVXCHEVRON CORP NEW$26.5M2.32%180,000CommonNONE
149123101CATCATERPILLAR INC$17.6M1.54%45,000CommonNONE
297178105ESSESSEX PPTY TR INC$17.6M1.54%59,500CommonNONE
718546104PSXPHILLIPS 66$16.8M1.47%127,800CommonNONE
89832Q109TFCTRUIST FINL CORP$16.4M1.44%384,000CommonNONE
526057104LENLENNAR CORP$16.2M1.42%86,370CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$14.9M1.30%99,500CommonNONE
780259305SHELSHELL PLC$14.6M1.28%221,000CommonNONE
58933Y105MRKMERCK & CO INC$14.2M1.24%125,000CommonNONE
931142103WMTWALMART INC$13.1M1.14%162,000CommonNONE
780087102RYROYAL BK CDA$12.9M1.13%103,500CommonNONE
902973304USBUS BANCORP DEL$12.3M1.08%270,000CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.2M1.06%55,000CommonNONE
00287Y109ABBVABBVIE INC$11.9M1.04%60,294CommonNONE
501044101KRKROGER CO$11.8M1.03%206,150CommonNONE
031162100AMGNAMGEN INC$11.3M0.99%35,190CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$11.1M0.97%60,000CommonNONE
904767704UNILEVER PLC$11.0M0.97%170,000CommonNONE
191216100KOCOCA COLA CO$10.8M0.94%150,060CommonNONE
66987V109NVSNOVARTIS AG$10.8M0.94%93,610CommonNONE
532457108LLYELI LILLY & CO$10.6M0.93%12,000CommonNONE
891160509TDTORONTO DOMINION BK ONT$10.4M0.91%165,000CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.4M0.91%60,000CommonNONE
369604301GEGE AEROSPACE$9.9M0.87%52,500CommonNONE
172967424CCITIGROUP INC$9.8M0.86%156,400CommonNONE
744320102PRUPRUDENTIAL FINL INC$9.7M0.85%80,459CommonNONE
89151E109TTENTOTALENERGIES SE$9.7M0.85%150,000CommonNONE
617446448MSMORGAN STANLEY$9.6M0.84%92,000CommonNONE
31428X106FDXFEDEX CORP$9.6M0.84%35,000CommonNONE
281020107EIXEDISON INTL$8.7M0.76%100,000CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$8.7M0.76%33,333CommonNONE
063671101BMOBANK MONTREAL QUE$8.7M0.76%96,000CommonNONE
59156R108METMETLIFE INC$8.5M0.75%103,304CommonNONE
244199105DEDEERE & CO$8.3M0.73%20,000CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8.3M0.72%115,000CommonNONE
02079K305GOOGLALPHABET INC$8.1M0.71%49,000CommonNONE
478160104JNJJOHNSON & JOHNSON$8.1M0.71%50,000CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$7.9M0.69%15,000CommonNONE
816851109SRESEMPRA$7.7M0.67%92,000CommonNONE
404280406HSBCHSBC HLDGS PLC$7.5M0.66%166,918CommonNONE
857477103STTSTATE STR CORP$7.5M0.66%85,000CommonNONE
29476L107EQREQUITY RESIDENTIAL$7.4M0.65%100,000CommonNONE
20825C104COPCONOCOPHILLIPS$7.4M0.64%70,000CommonNONE
723484101PNWPINNACLE WEST CAP CORP$7.4M0.64%83,000CommonNONE
h1467j104CHUBB LIMITED$7.2M0.63%25,000CommonSOLE
713448108PEPPEPSICO INC$6.8M0.59%39,800CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.6M0.57%127,000CommonNONE
G5960L103MDTMEDTRONIC PLC$6.4M0.56%71,632CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.4M0.56%80,000CommonSOLE
717081103PFEPFIZER INC$6.4M0.56%220,000CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$6.3M0.55%8,080,579CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.3M0.55%140,000CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$6.2M0.54%60,000CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$6.2M0.54%100,000CommonNONE
693506107PPGPPG INDS INC$6.0M0.52%45,250CommonNONE
911363109URIUNITED RENTALS INC$5.7M0.50%7,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$5.6M0.49%86,674CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$5.4M0.48%100,000CommonNONE
665859104NTRSNORTHERN TR CORP$5.4M0.47%60,000CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.4M0.47%23,332CommonNONE
892331307TMTOYOTA MOTOR CORP$5.4M0.47%30,000CommonNONE
03076c106AMERIPRISE FINL INC$5.3M0.46%11,250CommonSOLE
36828A101GEVGE VERNOVA INC$5.1M0.45%20,005CommonNONE
126650100CVSCVS HEALTH CORP$5.0M0.44%80,000CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$5.0M0.43%32,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.9M0.43%30,000CommonNONE
629377508NRGNRG ENERGY INC$4.8M0.42%53,146CommonNONE
92939U106WECWEC ENERGY GROUP INC$4.8M0.42%50,000CommonNONE
26614N102DDDUPONT DE NEMOURS INC$4.8M0.42%53,943CommonNONE
80105N105SNYSANOFI$4.6M0.40%80,000CommonNONE
98389B100XELXCEL ENERGY INC$4.6M0.40%70,000CommonNONE
097023105BABOEING CO$4.6M0.40%30,000CommonNONE
609207105MDLZMONDELEZ INTL INC$4.5M0.39%61,010CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.2M0.37%50,000CommonNONE
958102105WDCWESTERN DIGITAL CORP.$4.1M0.36%60,000CommonNONE
02005N100ALLYALLY FINL INC$4.1M0.36%115,000CommonNONE
30161N101EXCEXELON CORP$4.1M0.35%100,000CommonNONE
504922105LHLABCORP HOLDINGS INC$4.0M0.35%18,000CommonNONE
855244109SBUXSTARBUCKS CORP$3.9M0.34%40,000CommonNONE
09062X103BIIBBIOGEN INC$3.9M0.34%20,000CommonNONE
260557103DOWDOW INC$3.8M0.33%69,044CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.8M0.33%32,666CommonNONE
907818108UNPUNION PAC CORP$3.7M0.32%15,000CommonNONE
026874784AIGAMERICAN INTL GROUP INC$3.7M0.32%50,000CommonNONE
40412C101HCAHCA HEALTHCARE INC$3.7M0.32%9,000CommonNONE
75513E101RTXRTX CORPORATION$3.6M0.32%30,000CommonNONE
29273V100ETENERGY TRANSFER L P$3.6M0.32%225,800CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.6M0.31%10,000CommonNONE
464287655IWMISHARES TR$3.5M0.31%16,000CommonSOLE
125523100CITHE CIGNA GROUP$3.5M0.30%10,040CommonNONE
002824100ABTABBOTT LABS$3.5M0.30%30,500CommonNONE
863667101SYKSTRYKER CORPORATION$3.3M0.28%9,000CommonNONE
337932107FEFIRSTENERGY CORP$3.1M0.27%70,000CommonNONE
983134107WYNNWYNN RESORTS LTD$3.0M0.26%31,310CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.26%17,000CommonNONE
92556V106VTRSVIATRIS INC$2.9M0.25%250,000CommonNONE
013872106AAALCOA CORP$2.9M0.25%75,000CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.8M0.24%125,000CommonNONE
81369y886SELECT SECTOR SPDR TR$2.7M0.24%34,000CommonSOLE
G97822103PRGOPERRIGO CO PLC$2.6M0.23%100,000CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.6M0.23%23,277CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.5M0.22%24,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.4M0.21%20,000CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2.4M0.21%70,000CommonNONE
69351T106PPLPPL CORP$2.3M0.20%70,000CommonNONE
49177J102KVUEKENVUE INC$2.3M0.20%100,000CommonNONE
05534B760BCEBCE INC$2.3M0.20%65,000CommonNONE
842587107SOSOUTHERN CO$2.3M0.20%25,000CommonNONE
071813109BAXBAXTER INTL INC$2.2M0.19%57,829CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$2.1M0.18%10,000CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.18%15,000CommonNONE
g51502105JOHNSON CTLS INTL PLC$2.0M0.18%26,200CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.9M0.17%23,000CommonNONE
H01301128ALCALCON AG$1.9M0.16%18,722CommonNONE
013091103ACIALBERTSONS COS INC$1.8M0.16%100,000CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.8M0.16%30,830CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$1.8M0.16%30,000CommonNONE
500754106KHCKRAFT HEINZ CO$1.8M0.15%50,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.7M0.15%40,000CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.6M0.14%17,500CommonNONE
37733W204GSKGSK PLC$1.6M0.14%40,000CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$1.6M0.14%150,000CommonNONE
00724f101ADOBE INC$1.6M0.14%3,000CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$1.5M0.13%160,728CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.5M0.13%50,000CommonNONE
G3730V105FTAIFTAI AVIATION LTD$1.4M0.12%10,675CommonNONE
075887109BDXBECTON DICKINSON & CO$1.3M0.12%5,500CommonNONE
95040Q104WELLWELLTOWER INC$1.3M0.11%10,000CommonNONE
29444U700EQIXEQUINIX INC$1.3M0.11%1,439CommonNONE
458140100INTCINTEL CORP$1.2M0.10%50,000CommonNONE
127097103CTRACOTERRA ENERGY INC$1.1M0.10%48,000CommonSOLE
405552100HLNHALEON PLC$1.1M0.09%100,000CommonNONE
644393100NFENEW FORTRESS ENERGY INC$1.0M0.09%114,065CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.09%2,250CommonNONE
497266106KEXKIRBY CORP$1.0M0.09%8,405CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$975,1390.09%24,946CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$950,9490.08%67,300CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$942,8730.08%7,005CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$900,6000.08%20,000CommonNONE
382550101GTGOODYEAR TIRE & RUBR CO$885,0000.08%100,000CommonNONE
253868103DLRDIGITAL RLTY TR INC$819,3450.07%5,063CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$810,5400.07%57,000CommonNONE
22052l104CORTEVA INC$802,2480.07%13,646CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$779,8700.07%7,000CommonNONE
370334104GISGENERAL MLS INC$738,5000.06%10,000CommonNONE
09260D107BXBLACKSTONE INC$529,0640.05%3,455CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$495,0000.04%60,000CommonSOLE
127537207CDZICADIZ INC$456,9270.04%150,801CommonNONE
649445400FLGNEW YORK CMNTY BANCORP INC$374,3300.03%33,333CommonNONE
92852X103VTSVITESSE ENERGY INC$360,3000.03%15,000CommonNONE
833445109SNOWSNOWFLAKE INC$344,5800.03%3,000CommonSOLE
852234103XYZBLOCK INC$335,6500.03%5,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.