Sandler Capital Management’s AerCap AER Stock Holding History

Sandler Capital 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	$447K	Sell	3,063 -1,992	-39%	-$283K	0.22%	114
2026 Q1	$693K	Sell	5,055 -2,215	-30%	-$317K	0.36%	94
2025 Q4	$1.05M	Sell	7,270 -7,505	-51%	-$994K	0.34%	106
2025 Q3	$1.79M	Sell	14,775 -17,190	-54%	-$2.01M	0.53%	74
2025 Q2	$3.74M	Sell	31,965 -3,779	-11%	-$409K	1.01%	30
2025 Q1	$3.65M	Sell	35,744 -11,483	-24%	-$1.14M	0.91%	43
2024 Q4	$4.52M	Sell	47,227 -30,576	-39%	-$2.93M	0.47%	89
2024 Q3	$7.37M	Buy	77,803 +4,753	+7%	+$445K	0.97%	29
2024 Q2	$6.81M	Buy	73,050 +15,550	+27%	+$1.38M	0.73%	53
2024 Q1	$5M	Buy	+57,500	New	+$4.52M	0.36%	97

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

Sandler Capital Management's AER Position: Q2 2026 in Review

Sandler Capital Management reduced its AerCap (AER) stake by 39% in Q2 2026, selling an estimated $283K and leaving 3,063 shares worth $447K. The position accounts for 0.22% of the portfolio, ranked #114.

Sandler Capital Management first reported a position in AER in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.37M in Q3 2024. 691 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Sandler Capital Management held 3,063 shares of AerCap worth $447K as of Q2 2026.
Sandler Capital Management sold 1,992 AerCap shares in Q2 2026, an estimated $283K.
AerCap made up 0.22% of Sandler Capital Management's portfolio in Q2 2026, its #114 holding.
Sandler Capital Management first reported a position in AerCap in Q1 2024 and has held it in 10 quarters since.
Sandler Capital Management's AerCap position peaked at $7.37M in Q3 2024.
691 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.