First Manhattan’s AerCap AER Stock Holding History

First Manhattan’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 Q2	$10.4M	Sell	71,397 -3,125	-4%	-$444K	0.03%	166
2026 Q1	$10.2M	Hold	74,522	–	–	0.03%	165
2025 Q4	$10.7M	Buy	74,522 +22	+0%	+$2.91K	0.03%	162
2025 Q3	$9.01M	Sell	74,500 -100	-0.1%	-$11.7K	0.02%	178
2025 Q2	$8.73M	Sell	74,600 -79	-0.1%	-$8.54K	0.02%	176
2025 Q1	$7.65M	Buy	74,679 +15	+0%	+$1.49K	0.02%	171
2024 Q4	$7.15M	Buy	74,664 +2,450	+3%	+$235K	0.02%	174
2024 Q3	$6.84M	Buy	+72,214	New	+$6.77M	0.02%	178
2020 Q3	–	Sell	-96	Closed	-$2K	–	1316
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	1307
2020 Q1	$2K	Buy	+96	New	+$4.74K	﹤0.01%	1285
2019 Q3	–	Sell	-66	Closed	-$3K	–	1313
2019 Q2	$3K	Hold	66	–	–	﹤0.01%	1274
2019 Q1	$3K	Buy	+66	New	+$2.98K	﹤0.01%	1296

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

First Manhattan's AER Position: Q2 2026 in Review

First Manhattan reduced its AerCap (AER) stake by 4.2% in Q2 2026, selling an estimated $444K and leaving 71,397 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #166.

First Manhattan first reported a position in AER in Q1 2019 and has held it in 12 quarters since. The position peaked at $10.7M in Q4 2025. 694 funds tracked by Wall St. Rank hold AER as of Q2 2026.

First Manhattan held 71,397 shares of AerCap worth $10.4M as of Q2 2026.
First Manhattan sold 3,125 AerCap shares in Q2 2026, an estimated $444K.
AerCap made up 0.03% of First Manhattan's portfolio in Q2 2026, its #166 holding.
First Manhattan first reported a position in AerCap in Q1 2019 and has held it in 12 quarters since.
First Manhattan's AerCap position peaked at $10.7M in Q4 2025.
694 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.