Institute for Wealth Management’s AerCap AER Stock Holding History

Institute for Wealth 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	$699K	Buy	4,798 +181	+4%	+$25.7K	0.06%	260
2026 Q1	$633K	Buy	4,617 +2,831	+159%	+$405K	0.07%	267
2025 Q4	$257K	Sell	1,786 -459	-20%	-$60.8K	0.03%	472
2025 Q3	$272K	Hold	2,245	–	–	0.03%	476
2025 Q2	$263K	Sell	2,245 -135	-6%	-$14.6K	0.03%	470
2025 Q1	$243K	Hold	2,380	–	–	0.03%	465
2024 Q4	$228K	Hold	2,380	–	–	0.03%	462
2024 Q3	$225K	Hold	2,380	–	–	0.03%	488
2024 Q2	$222K	Hold	2,380	–	–	0.03%	450
2024 Q1	$207K	Buy	+2,380	New	+$187K	0.03%	478

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

Institute for Wealth Management's AER Position: Q2 2026 in Review

Institute for Wealth Management increased its AerCap (AER) stake by 3.9% in Q2 2026, buying an estimated $25.7K and bringing the position to 4,798 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #260.

Institute for Wealth Management first reported a position in AER in Q1 2024 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Institute for Wealth Management held 4,798 shares of AerCap worth $699K as of Q2 2026.
Institute for Wealth Management bought 181 AerCap shares in Q2 2026, an estimated $25.7K.
AerCap made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #260 holding.
Institute for Wealth Management first reported a position in AerCap in Q1 2024 and has held it in 10 quarters since.
690 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.