Every 8-K that AMERICAN ASSETS TRUST, INC. (AAT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AAT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AAT filings page.
American Assets Trust, Inc. reported second quarter 2026 results with net income available to common stockholders of $5.2 million, or $0.09 per diluted share, and $10.3 million, or $0.17 per diluted share, for the six months ended June 30, 2026. Funds From Operations (FFO) were $0.51 and $1.02 per diluted share and unit for the three and six months, respectively, compared with $0.52 and $1.04 in 2025. Six‑month net income attributable to common stockholders decreased $47.7 million versus 2025, mainly due to the 2025 gain on sale of Del Monte Center, higher interest expense after La Jolla Commons III was placed into service, lower occupancy at First & Main and 14Acres, and higher rental expenses.
Same‑store cash NOI rose 0.3% for the quarter and declined 0.1% for the six months year over year. The company reported record average rental rates across office, retail and multifamily segments and signed 34 office and retail leases totaling about 248,700 square feet plus 575 multifamily leases in the quarter. Cash leasing spreads on comparable space were 9.1% for office and 3.0% for retail. As of June 30, 2026, leased levels were 84.4% for office, 97.9% for retail, 88.4% for multifamily and 91.2% for the hotel.
On April 1, 2026, the credit facility was amended and restated, increasing total capacity to $600 million (a $500 million revolving line and a $100 million term loan) and extending the maturity to April 1, 2030. At June 30, 2026, only the $100 million term loan was outstanding. The company reported gross real estate assets of $3.8 billion and liquidity of $609.7 million, including $109.7 million of cash and $500.0 million of revolver availability, with only one of 31 assets encumbered by a mortgage. Dividends of $0.34 per common share were paid for the second quarter and declared for the third quarter of 2026, and full‑year 2026 FFO guidance of $1.96–$2.10 per diluted share (midpoint $2.03) was affirmed.
American Assets Trust, Inc. is providing an update under Regulation FD about investor outreach activity. Members of senior management are meeting with certain investors and analysts on June 3, 2026 in connection with the NAREIT REITweek Conference. The company has made the presentation materials available on the Investors "Presentations & Events" page of its website. The information is furnished, not filed, under securities laws and is not incorporated by reference into other company filings.
American Assets Trust, Inc. reported results of its 2026 annual stockholder meeting, where stockholders elected five directors and approved all proposals. Director nominees received between 35.3 million and 55.6 million votes for, with up to 21.0 million votes withheld, and all were elected.
Stockholders ratified Ernst & Young LLP as independent auditor for the year ending December 31, 2026, with 57.3 million votes for versus 0.25 million against. They also approved, on an advisory basis, the Company’s 2025 executive compensation with 55.5 million votes for and 0.79 million against.
American Assets Trust, Inc. entered into a Voting Support Agreement with the Rady-related stockholders and revised its charter-based ownership limits. The board raised the Rady Trust Group’s excepted holder limit from 19.9% to 21.9% of outstanding common stock and reduced the general Aggregate and Common Stock Ownership Limits to 6.775%.
As a condition to the higher limit, any shares that take the Rady Trust Group above 19.9% (the Subject Shares) are subject to voting restrictions. For uncontested meetings, those Subject Shares must either abstain or be voted in proportion to other stockholders’ instructions. In contested meetings, they must follow board recommendations or abstain where the board has no view.
The Stockholder granted the Company an irrevocable proxy, with power of substitution, to vote the Subject Shares in line with these rules. The Company will also file a Certificate of Notice in Maryland to reflect the reduced general ownership limits.
American Assets Trust, Inc. reported first quarter 2026 results showing largely stable operating performance but sharply lower GAAP earnings due to prior‑year one‑time gains. Net income attributable to common stockholders was $5.1 million, or $0.08 per diluted share, versus $42.5 million, or $0.70 per share, a year earlier, mainly because 2025 included a gain on the sale of Del Monte Center and interest expense increased.
Funds From Operations (FFO), the REIT’s key performance metric, was $38.8 million, or $0.51 per diluted share and unit, slightly below $39.9 million, or $0.52, in 2025. Revenue rose to $110.6 million from $108.6 million, and same‑store cash NOI was essentially flat at $66.4 million.
Leasing metrics were generally healthy. The company leased about 237,000 square feet of office space with average cash rent spreads of 4.8% and straight‑line spreads of 10.6%, and 39,000 square feet of retail space with a modest cash rent decline but positive straight‑line spreads. Portfolio occupancy remained high across office, retail, multifamily and mixed‑use assets.
Balance sheet liquidity remained solid. As of March 31, 2026, the company reported $3.8 billion of gross real estate assets and $518.3 million of liquidity, including $118.3 million of cash and $400.0 million of availability on its line of credit. Only one of 31 assets was encumbered by a mortgage.
The company strengthened financing flexibility on April 1, 2026 by amending and restating its credit facility, increasing total borrowing capacity to $600 million—a $500 million revolver and a $100 million term loan—and extending maturities to 2030. This extends its debt ladder and supports ongoing development and leasing activity.
Common stock dividends were steady. The company paid a $0.340 per share dividend for the first quarter of 2026 and has declared the same amount for the second quarter, payable June 18, 2026 to holders of record on June 4, 2026.
Looking ahead, management affirmed 2026 FFO guidance in a range of $1.96 to $2.10 per diluted share, with a midpoint of $2.03. Guidance assumptions reflect current expectations for leasing, occupancy, interest rates and development timing and exclude potential future acquisitions, dispositions, equity raises or additional debt transactions.
American Assets Trust, Inc. and its operating partnership entered into a Fourth Amended and Restated Credit Agreement providing up to $600 million in unsecured borrowings. The facility includes a $500 million revolving line of credit and a $100 million term loan, both bearing interest at floating rates tied to SOFR or a base rate with leverage- or ratings-based spreads.
The revolving line of credit and the $100 million term loan each initially mature on April 1, 2030, with extension options available to the operating partnership if certain conditions are satisfied. The agreement replaces a prior 2022 facility and includes customary covenants, financial reporting requirements and events of default.
American Assets Trust, Inc. reported that it has released its financial results for the quarter and fiscal year ended December 31, 2025. On February 3, 2026, the company issued a press release and posted supplemental financial and operating information on the Investors section of its website.
The press release and supplemental package are furnished as Exhibits 99.1 and 99.2 to this report, rather than being filed, meaning they are not subject to certain Exchange Act liability provisions and are not automatically incorporated into other SEC filings.
American Assets Trust (AAT) extended the maturity of its $400 million unsecured revolving credit facility by six months, moving the date from January 5, 2026 to July 5, 2026. The Operating Partnership exercised the first of two contractual six‑month extension options under the Third Amended and Restated Credit Agreement dated January 5, 2022.
The company said the extension realigns the timing of its periodic credit agreement “recast” and provides flexibility to evaluate refinancing alternatives, with an anticipated recast in the first half of 2026. No amendments were made in connection with the extension, and the company stated it is not related to operations, financial position, or access to credit.
American Assets Trust, Inc. (AAT) furnished materials related to quarterly results. On October 28, 2025, the company released a press release and posted supplemental information covering the quarter ended September 30, 2025. These materials are available on its Investors webpage and are attached as Exhibits 99.1 and 99.2.
The disclosures were furnished under Items 2.02 and 7.01 and are not deemed filed under the Exchange Act. No financial figures are included in this notice; readers can reference the exhibits for details.