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Leeward Investments’s AerCap AER Stock Holding History

Leeward Investments’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 		$8.17M Sell
56,012
-3,272
-6% -$465K 0.37% 114
2026
Q1 		$8.13M Sell
59,284
-2,052
-3% -$293K 0.4% 111
2025
Q4 		$8.82M Sell
61,336
-3,260
-5% -$432K 0.45% 104
2025
Q3 		$7.82M Sell
64,596
-60,532
-48% -$7.07M 0.4% 117
2025
Q2 		$14.6M Sell
125,128
-3,118
-2% -$337K 0.78% 47
2025
Q1 		$13.1M Sell
128,246
-4,484
-3% -$444K 0.7% 63
2024
Q4 		$12.7M Sell
132,730
-6,508
-5% -$624K 0.63% 64
2024
Q3 		$13.2M Sell
139,238
-33,242
-19% -$3.12M 0.61% 64
2024
Q2 		$16.1M Sell
172,480
-60,169
-26% -$5.36M 0.74% 49
2024
Q1 		$20.2M Buy
232,649
+8,935
+4% +$702K 0.9% 31
2023
Q4 		$16.6M Sell
223,714
-6,038
-3% -$399K 0.78% 46
2023
Q3 		$14.4M Sell
229,752
-2,554
-1% -$161K 0.74% 51
2023
Q2 		$14.8M Sell
232,306
-16,912
-7% -$976K 0.69% 55
2023
Q1 		$14M Buy
249,218
+38,977
+19% +$2.33M 0.64% 74
2022
Q4 		$12.3M Sell
210,241
-2,606
-1% -$144K 0.54% 91
2022
Q3 		$9.01M Sell
212,847
-1,773
-0.8% -$78.4K 0.43% 108
2022
Q2 		$8.79M Sell
214,620
-1,836
-0.8% -$85.1K 0.4% 113
2022
Q1 		$10.9M Buy
+216,456
New +$13M 0.43% 108

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

Leeward Investments's AER Position: Q2 2026 in Review

Leeward Investments reduced its AerCap (AER) stake by 5.5% in Q2 2026, selling an estimated $465K and leaving 56,012 shares worth $8.17M. The position accounts for 0.37% of the portfolio, ranked #114.

Leeward Investments first reported a position in AER in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.2M in Q1 2024. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Leeward Investments held 56,012 shares of AerCap worth $8.17M as of Q2 2026.
  • Leeward Investments sold 3,272 AerCap shares in Q2 2026, an estimated $465K.
  • AerCap made up 0.37% of Leeward Investments's portfolio in Q2 2026, its #114 holding.
  • Leeward Investments first reported a position in AerCap in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's AerCap position peaked at $20.2M in Q1 2024.
  • 688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.