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Atwood & Palmer’s AerCap AER Stock Holding History

Atwood & Palmer’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61K Buy
+425
New +$62.8K ﹤0.01% 246
2016
Q1 		– Sell
-373
Closed -$16K – 316
2015
Q4 		$16K Hold
373
– – ﹤0.01% 288
2015
Q3 		$14K Hold
373
– – ﹤0.01% 301
2015
Q2 		$17K Buy
+373
New +$17.7K ﹤0.01% 259

Other funds holding AER

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Atwood & Palmer's AER Position: Q3 2026 in Review

Atwood & Palmer opened a new position in AerCap (AER) in Q3 2026: 425 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in AER as recently as Q4 2015.

Atwood & Palmer first reported a position in AER in Q2 2015 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold AER as of Q3 2026.

  • Atwood & Palmer held 425 shares of AerCap worth $61K as of Q3 2026.
  • AerCap was a new Atwood & Palmer position in Q3 2026.
  • AerCap made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #246 holding.
  • Atwood & Palmer first reported a position in AerCap in Q2 2015 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.