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AER icon

Ninety One’s AerCap AER Stock Holding History

Ninety One’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 		$10.6M Buy
71,979
+12,116
+20% +$1.72M 0.57% 32
2026
Q1 		$8.14M Buy
59,863
+56,077
+1,481% +$8.02M 0.35% 35
2025
Q4 		$544K Hold
3,786
– – 0.02% 71
2025
Q3 		$463K Hold
3,786
– – 0.02% 77
2025
Q2 		$445K Buy
+3,786
New +$409K 0.07% 61

Other funds holding AER

AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Ninety One's AER Position: Q2 2026 in Review

Ninety One increased its AerCap (AER) stake by 20% in Q2 2026, buying an estimated $1.72M and bringing the position to 71,979 shares worth $10.6M. The position accounts for 0.57% of the portfolio, ranked #32.

Ninety One first reported a position in AER in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Ninety One held 71,979 shares of AerCap worth $10.6M as of Q2 2026.
  • Ninety One bought 12,116 AerCap shares in Q2 2026, an estimated $1.72M.
  • AerCap made up 0.57% of Ninety One's portfolio in Q2 2026, its #32 holding.
  • Ninety One first reported a position in AerCap in Q2 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.