Position in AER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$294,467,280
+$42,005,741 QoQ
Shares Held
2,019,943
+9.8% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 686 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $2,924,841,998 across 17 Rental & Leasing Services names. AER ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
1,494,355 | $1,692,939,827 | |
| 2 | CAR |
Avis Budget Group, Inc.
|
2,029,978 | $300,091,642 | |
| 3 | AER |
AerCap Holdings N.V.
This page
|
2,019,943 | $294,467,280 | |
| 4 | R |
Ryder System Inc
|
593,306 | $156,496,318 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,301,351 | $97,354,064 | |
| 6 | GATX |
Gatx Corp
|
339,310 | $60,122,333 | |
| 7 | MGRC |
Mcgrath Rentcorp
|
453,886 | $54,933,818 | |
| 8 | PRG |
PROG Holdings, Inc.
|
1,051,216 | $48,997,174 |
All Filings in AER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,467,280 | 2,019,943 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $252,461,539 | 1,840,367 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $250,987,846 | 1,745,881 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $230,244,608 | 1,902,848 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $254,662,317 | 2,176,601 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $191,610,325 | 1,875,407 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $180,558,141 | 1,886,710 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $201,635,572 | 2,128,754 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $242,995,042 | 2,607,243 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $206,347,539 | 2,374,267 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $211,914,632 | 2,851,381 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $138,976,926 | 2,217,599 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $106,727,506 | 1,680,219 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $82,329,371 | 1,464,154 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $69,820,232 | 1,197,192 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $42,466,510 | 1,003,225 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,460,258 | 866,152 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $23,521,383 | 467,808 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $37,016,726 | 565,832 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,954,512 | 310,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,005,728 | 585,935 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $19,510,429 | 332,149 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,410,793 | 272,286 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,072,985 | 201,389 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,496,106 | 113,510 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,488,733 | 109,203 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||