Position in AER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,417,124
+$1,622,316 QoQ
Shares Held
304,686
-2.3% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#87
of 686 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Thrivent Financial for Lutherans holds $199,185,049 across 12 Rental & Leasing Services names. AER ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
89,022 | $100,852,132 | |
| 2 | AER |
AerCap Holdings N.V.
This page
|
304,686 | $44,417,124 | |
| 3 | R |
Ryder System Inc
|
91,474 | $24,128,096 | |
| 4 | HRI |
Herc Holdings Inc
|
129,565 | $18,571,846 | |
| 5 | WSC |
WillScot Holdings Corp
|
145,073 | $4,186,806 | |
| 6 | MGRC |
Mcgrath Rentcorp
|
14,258 | $1,725,645 | |
| 7 | GATX |
Gatx Corp
|
9,020 | $1,598,253 | |
| 8 | VSTS |
Vestis Corp
|
86,333 | $1,253,555 |
All Filings in AER
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,417,124 | 304,686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,794,808 | 311,961 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $54,679,546 | 380,353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $46,013,638 | 380,278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,433,482 | 29,346 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $260,124 | 2,546 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $234,082 | 2,446 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $222,402 | 2,348 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $230,949 | 2,478 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $204,933 | 2,358 | Shares | Sole | 2024-05-14 | |
| 2021-06-30 | $4,661,543 | 91,028 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $5,827,947 | 99,216 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||