Back to Brandywine Global Investment Management, LLC Brandywine Global Investment Management, LLC

AERAER
28 quarters

Position history for Brandywine Global Investment Management, LLCBrandywine Global Investment Management, LLC's holdings in AERCAP HOLDINGS N.V.

As of its last 13F, for Q4 2025, Brandywine Global Investment Management held 873,309 shares of AER (Aercap Holdings), worth $125.5M. It reduced the position by 288,780 shares (-24.9%) from Q3 2025. Brandywine Global Investment Management held AER from Q1 2019 to Q4 2025, across 28 quarterly 13F filings. AER was 0.8% of Brandywine Global Investment Management's reported 13F portfolio.

Current Value

$125.5M

Current Shares

873,309

Total Value Change

+$41.9M

Total Shares Change

-924,225

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Decreased
873,309
-24.9%
$125.5M0.8%$144.14
0
2025-Q3
Decreased
1.2M
-1.2%
$140.6M1.0%$121.47
0
2025-Q2
Decreased
1.2M
-1.2%
$137.7M1.0%$115.77
0
2025-Q1
Decreased
1.2M
-6.2%
$121.6M0.9%$100.86
0
2024-Q4
Increased
1.3M
+1.9%
$121.5M0.9%$94.21
43
2024-Q3
Decreased
1.2M
-14.1%
$121.4M0.8%$93.00
0
2024-Q2
Decreased
1.5M
-16.4%
$135.2M1.0%$91.26
0
2024-Q1
Increased
1.7M
+31.0%
$150.8M1.1%$84.87
61
2023-Q4
Increased
1.3M
+10.7%
$98.5M0.8%$72.57
47
2023-Q3
Increased
1.2M
+5.7%
$75M0.7%$61.20
44
2023-Q2
Decreased
1.1M
-4.1%
$71.9M0.6%$62.03
0
2023-Q1
Decreased
1.2M
-2.6%
$66.4M0.5%$54.91
0
2022-Q4
Increased
1.2M
+3.4%
$70.7M0.6%$56.95
43
2022-Q3
Decreased
1.2M
-0.8%
$49.7M0.5%$41.34
0
2022-Q2
Decreased
1.2M
-0.5%
$48.4M0.4%$39.98
0
2022-Q1
Increased
1.2M
+53.3%
$59.8M0.4%$49.10
49
2021-Q4
Increased
775,602
+4.3%
$50.7M0.4%$63.88
37
2021-Q3
Increased
743,777
+22.4%
$43M0.3%$56.45
42
2021-Q2
Decreased
607,519
-3.3%
$31.1M0.2%$50.01
0
2021-Q1
Increased
628,171
+20.6%
$36.9M0.3%$57.36
41
2020-Q4
Increased
521,070
+932.9%
$23.8M0.2%$44.51
55
2020-Q3
Decreased
50,449
-22.9%
$1.3M0.0%$24.60
0
2020-Q2
Increased
65,449
+1.9%
$2M0.0%$30.08
26
2020-Q1
Decreased
64,249
-94.9%
$1.5M0.0%$22.25
0
2019-Q4
Decreased
1.3M
-3.8%
$78.2M0.6%$60.03
0
2019-Q3
Decreased
1.3M
-4.3%
$72.2M0.5%$53.46
0
2019-Q2
Decreased
1.4M
-23.4%
$71.6M0.5%$50.79
0
2019-Q1
First report
1.8M
-
$83.7M0.6%$45.45
0

Other major holders of AER: BlackRock, Inc., WELLINGTON MANAGEMENT GROUP LLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used