National Pension Service’s AerCap AER Stock Holding History

National Pension Service’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	$54.1M	Sell	371,176 -279,860	-43%	-$39.7M	0.03%	348
2026 Q1	$89.3M	Buy	651,036 +41,121	+7%	+$5.88M	0.07%	222
2025 Q4	$87.7M	Sell	609,915 -15,843	-3%	-$2.1M	0.06%	220
2025 Q3	$75.7M	Buy	625,758 +62,479	+11%	+$7.29M	0.06%	234
2025 Q2	$65.9M	Buy	563,279 +2,260	+0.4%	+$244K	0.06%	245
2025 Q1	$57.3M	Buy	561,019 +2,998	+0.5%	+$297K	0.06%	260
2024 Q4	$53.4M	Sell	558,021 -1,825	-0.3%	-$175K	0.05%	272
2024 Q3	$53M	Buy	559,846 +244,766	+78%	+$22.9M	0.05%	299
2024 Q2	$29.4M	Sell	315,080 -13,990	-4%	-$1.25M	0.03%	427
2024 Q1	$28.6M	Buy	+329,070	New	+$25.9M	0.03%	440

Other funds holding AER

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

National Pension Service's AER Position: Q2 2026 in Review

National Pension Service reduced its AerCap (AER) stake by 43% in Q2 2026, selling an estimated $39.7M and leaving 371,176 shares worth $54.1M. The position accounts for 0.03% of the portfolio, ranked #348.

National Pension Service first reported a position in AER in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.3M in Q1 2026. 523 funds tracked by Wall St. Rank hold AER as of Q2 2026.

National Pension Service held 371,176 shares of AerCap worth $54.1M as of Q2 2026.
National Pension Service sold 279,860 AerCap shares in Q2 2026, an estimated $39.7M.
AerCap made up 0.03% of National Pension Service's portfolio in Q2 2026, its #348 holding.
National Pension Service first reported a position in AerCap in Q1 2024 and has held it in 10 quarters since.
National Pension Service's AerCap position peaked at $89.3M in Q1 2026.
523 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.