HGIM
AER icon

High Ground Investment Management’s AerCap AER Stock Holding History

High Ground Investment Management’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 		$232M Buy
1,593,130
+381,557
+31% +$54.2M 20.4% 3
2026
Q1 		$166M Buy
1,211,573
+35,403
+3% +$5.06M 30.86% 2
2025
Q4 		$169M Buy
1,176,170
+427,651
+57% +$56.6M 24.62% 2
2025
Q3 		$90.6M Buy
+748,519
New +$87.4M 15.05% 4

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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

High Ground Investment Management's AER Position: Q2 2026 in Review

High Ground Investment Management increased its AerCap (AER) stake by 31% in Q2 2026, buying an estimated $54.2M and bringing the position to 1,593,130 shares worth $232M. The position accounts for 20.4% of the portfolio, ranked #3.

High Ground Investment Management first reported a position in AER in Q3 2025 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • High Ground Investment Management held 1,593,130 shares of AerCap worth $232M as of Q2 2026.
  • High Ground Investment Management bought 381,557 AerCap shares in Q2 2026, an estimated $54.2M.
  • AerCap made up 20.4% of High Ground Investment Management's portfolio in Q2 2026, its #3 holding.
  • High Ground Investment Management first reported a position in AerCap in Q3 2025 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on High Ground Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.