The chairman's sustained open-market buying at current levels (~$22.50) is a strong contrarian signal against bearish analyst consensus. Monitor for any upcoming catalyst (earnings, asset sales, or strategic moves) that may have prompted the accumulation. The cluster's size and seniority suggest a multi-week to multi-month bullish view.
Price Chart
Executive Summary
American Assets Trust Executive Chairman Ernest S. Rady purchased 199,700 shares for $4.52M over Aug 24-31, 2026, with an additional 146,636 shares for ~$3.3M on Sep 1-2 (per cross-filing context), totaling ~$7.8M in open-market buys. This aggressive accumulation by the top insider signals strong conviction in the stock's value despite bearish analyst consensus (0% bullish, 5 Sell ratings).
Key Financial Metrics
Key Facts
- Executive Chairman Ernest S. Rady bought 199,700 shares at avg ~$22.65 in the Aug 24-31 window, totaling $4.52M.
- Cross-filing context shows additional purchases of 146,636 shares on Sep 1-2 for ~$3.3M, extending the cluster to ~$7.8M.
- Total insider buying represents ~0.56% of AAT's $1.4B market cap, a significant proportional vote of confidence.
- Analyst consensus is heavily bearish: 0 Strong Buy, 0 Buy, 4 Hold, 5 Sell, 1 Strong Sell.
Financial Impact
Executive Chairman invested ~$7.8M over 8 trading days, representing 0.56% of market cap. No direct financial impact on company operations.
Risk Factors
- REIT sector headwinds from elevated interest rates and commercial real estate valuation uncertainty.
- Bearish analyst consensus (5 Sell ratings) may reflect fundamental concerns not addressed by insider buying.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001221359-26-000055 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 26d ago | Press Release | $21.39 $21.61 | ▲ +1.03% | ▼ −0.27% | $21.41 (+0.09%) |
Sep 16, 2026 5w ago | Insider Buy | $22.13 $21.49 | ▼ −2.89% | ▼ −3.49% | $21.41 (−3.25%) |
Sep 2, 2026 7w ago | Insider Buy | $22.16 $21.50 | ▼ −2.98% | ▼ −1.83% | $21.41 (−3.38%) |
Aug 28, 2026 8w ago | Insider Buy | $22.46 $21.83 | ▼ −2.81% | ▼ −2.66% | $21.41 (−4.67%) |
Aug 26, 2026 8w ago | Insider Buy | $22.50 $22.16 | ▼ −1.51% | ▼ −1.78% | $21.41 (−4.84%) |
Aug 21, 2026 9w ago | Insider Buy | $23.00 $22.46 | ▼ −2.35% | ▼ −2.82% | $21.41 (−6.91%) |
Aug 19, 2026 9w ago | Insider Buy | $22.83 $22.50 | ▼ −1.45% | ▼ −2.56% | $21.41 (−6.22%) |
Aug 14, 2026 10w ago | Insider Buy | $22.65 $23.00 | ▲ +1.55% | ▲ +2.74% | $21.41 (−5.47%) |
Aug 12, 2026 10w ago | Insider Buy | $22.96 $22.83 | ▼ −0.57% | ▲ +1.40% | $21.41 (−6.75%) |
Aug 12, 2026 10w ago | Institutional Cluster | $22.56 $22.80 | ▲ +1.06% | ▲ +1.51% | $21.41 (−5.10%) |
US Market Status
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