AMH
American Homes 4 Rent · Real Estate · REIT - Residential
动量输入(同类管理人):
持有人广度 -21.4% ·
股份流向 +3.7% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (被动) | 21.97M | 0.0% | $822.02M | 0.1% | Held | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 6.67M | -0.3% | $249.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (被动) | 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 | 新增 | $3.59M | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Adage Capital Partners | $3.59M | 0.0% |
已清仓
| Citadel Advisors | $31.09M | 曾为 0.0% |
| Arrowstreet Capital | $9.62M | 曾为 0.0% |
| D. E. Shaw & Co. | $8.47M | 曾为 0.0% |
| Renaissance Technologies | $4.99M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 459 持有人, 297.76M 股份, $8.03B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
Director · 500 股 @ 22.51 · $11,255
Director · 1.50K 股 @ 22.60 · $33,900
Director · 2.00K 股 @ 23.70 · $47,400
Director · 1.00K 股 @ 22.70 · $22,700
Director · 2.00K 股 @ 22.85 · $45,700
Director · 2.00K 股 @ 22.79 · $45,580
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论