AMH
American Homes 4 Rent · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares -21.4% ·
flujo de acciones +3.7% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 135 | +9 | 247.32M | $8.29B | +16 | −6 |
| Q1 2026 | 128 | -7 | 222.57M | $6.22B | +8 | −16 |
| Q4 2025 | 134 | -3 | 270.13M | $8.67B | +1 | −3 |
| Q3 2025 | 20 | +1 | 156.61M | $5.21B | +1 | −1 |
| Q2 2025 | 17 | -1 | 158.38M | $5.71B | +1 | −2 |
| Q1 2025 | 15 | +4 | 61.24M | $2.31B | +4 | — |
| Q4 2024 | 11 | -3 | 61.36M | $2.30B | +1 | −4 |
| Q3 2024 | 13 | 0 | 41.39M | $1.59B | +2 | −2 |
| Q2 2024 | 13 | — | 43.67M | $1.62B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 21.97M | 0.0% | $822.02M | 0.1% | Held | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 17.77M | — | $664.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 8.72M | +8.4% | $326.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 8.72M | +8.4% | $326.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 8.72M | +8.4% | $326.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 8.72M | +8.4% | $326.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 6.67M | -0.3% | $249.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 6.67M | -0.3% | $249.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.19M | +96.2% | $119.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 3.19M | +96.2% | $119.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 3.19M | +96.2% | $119.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 3.19M | +96.2% | $119.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 1.86M | +140.7% | $69.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 528.43K | +39.9% | $19.77M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | PRIMECAP Management ✦ | 289.44K | -5.9% | $10.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 148.56K | +120.6% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 148.56K | +120.6% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 123.72K | -2.2% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 95.93K | Nuevo | $3.59M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Adage Capital Partners | $3.59M | 0.0% |
Posición cerrada
| Citadel Advisors | $31.09M | era 0.0% |
| Arrowstreet Capital | $9.62M | era 0.0% |
| D. E. Shaw & Co. | $8.47M | era 0.0% |
| Renaissance Technologies | $4.99M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 459 tenedores, 297.76M acciones, $8.03B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Director · 500 acc. @ 22.51 · $11,255
Director · 1.50K acc. @ 22.60 · $33,900
Director · 2.00K acc. @ 23.70 · $47,400
Director · 1.00K acc. @ 22.70 · $22,700
Director · 2.00K acc. @ 22.85 · $45,700
Director · 2.00K acc. @ 22.79 · $45,580
Ventas en mercado abierto (S)
Sin ventas en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología