TW
AER icon

Transform Wealth’s AerCap AER Stock Holding History

Transform Wealth’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
2025
Q1 		$15M Buy
146,854
+19,646
+15% +$1.94M 0.91% 30
2024
Q4 		$12.2M Buy
127,208
+14,619
+13% +$1.4M 0.68% 40
2024
Q3 		$10.7M Buy
112,589
+43,849
+64% +$4.11M 0.71% 35
2024
Q2 		$6.41M Buy
+68,740
New +$6.12M 0.48% 55

Other funds holding AER

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Transform Wealth's AER Position: Q1 2025 in Review

Transform Wealth increased its AerCap (AER) stake by 15% in Q1 2025, buying an estimated $1.94M and bringing the position to 146,854 shares worth $15M. The position accounts for 0.91% of the portfolio, ranked #30.

Transform Wealth first reported a position in AER in Q2 2024 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold AER as of Q1 2025.

  • Transform Wealth held 146,854 shares of AerCap worth $15M as of Q1 2025.
  • Transform Wealth bought 19,646 AerCap shares in Q1 2025, an estimated $1.94M.
  • AerCap made up 0.91% of Transform Wealth's portfolio in Q1 2025, its #30 holding.
  • Transform Wealth first reported a position in AerCap in Q2 2024 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held AerCap as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.