Diversify Advisory Services’s AerCap AER Stock Holding History

Diversify Advisory Services’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	$2.16M	Buy	14,817 +1,412	+11%	+$209K	0.03%	417
2026 Q2	$2.03M	Buy	+13,405	New	+$1.9M	0.03%	406
2026 Q1	–	Sell	-4,740	Closed	-$677K	–	222
2025 Q4	$677K	Sell	4,740 -808	-15%	-$107K	0.02%	502
2025 Q3	$727K	Sell	5,548 -3,270	-37%	-$382K	0.02%	451
2025 Q2	$1M	Buy	+8,818	New	+$953K	0.04%	328

Other funds holding AER

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Diversify Advisory Services's AER Position: Q3 2026 in Review

Diversify Advisory Services increased its AerCap (AER) stake by 11% in Q3 2026, buying an estimated $209K and bringing the position to 14,817 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #417.

Diversify Advisory Services first reported a position in AER in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold AER as of Q3 2026.

Diversify Advisory Services held 14,817 shares of AerCap worth $2.16M as of Q3 2026.
Diversify Advisory Services bought 1,412 AerCap shares in Q3 2026, an estimated $209K.
AerCap made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #417 holding.
Diversify Advisory Services first reported a position in AerCap in Q2 2025 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.