Position in AER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$699,452
+$66,092 QoQ
Shares Held
4,798
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#418
of 691 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,492,544 across 7 Rental & Leasing Services names. AER ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
7,509 | $8,506,871 | |
| 2 | AER |
AerCap Holdings N.V.
This page
|
4,798 | $699,452 | |
| 3 | HRI |
Herc Holdings Inc
|
968 | $138,753 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
|
1,368 | $89,521 | |
| 5 | WSC |
WillScot Holdings Corp
|
1,853 | $53,477 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
27 | $3,991 | |
| 7 | VSTS |
Vestis Corp
|
33 | $479 |
All Filings in AER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,452 | 4,798 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $633,360 | 4,617 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $256,755 | 1,786 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $271,645 | 2,245 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $262,665 | 2,245 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $243,164 | 2,380 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $227,766 | 2,380 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $225,433 | 2,380 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,816 | 2,380 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $206,845 | 2,380 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||