AMH
American Homes 4 Rent · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -0.2% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 135 | +9 | 247.39M | $8.30B | +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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 21.97M | 0.0% | $830.59M | 0.1% | Held | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 18.04M | +1.5% | $681.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 7.45M | -14.6% | $281.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passive) | 6.93M | +4.0% | $261.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 1.59M | -50.2% | $60.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 6 | Millennium Management ✦ | 1.56M | -16.1% | $59.00M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.30M | New | $49.25M | 0.1% | New | 1 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 746.49K | New | $28.22M | 0.0% | New | 1 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 616.79K | +16.7% | $23.32M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 337.17K | New | $12.75M | 0.0% | New | 1 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 279.33K | -3.5% | $10.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | GAMCO Investors ✦ | 142.35K | +15.1% | $5.38M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 115.55K | -22.2% | $4.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 14 | D. E. Shaw & Co. ✦ | 113.29K | New | $4.28M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Adage Capital Partners ✦ | 46.67K | -51.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $49.25M | 0.1% |
| Arrowstreet Capital | $28.22M | 0.0% |
| Point72 Asset Management | $12.75M | 0.0% |
| D. E. Shaw & Co. | $4.28M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 459 holders, 297.76M shares, $8.03B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 4.00K sh @ 21.50 · $86,000
Director · 3.00K sh @ 21.47 · $64,410
Director · 1.00K sh @ 21.55 · $21,548
Director · 1.00K sh @ 21.60 · $21,600
Director · 1.80K sh @ 22.46 · $40,428
Director · 1.00K sh @ 22.39 · $22,385
Director · 700 sh @ 22.39 · $15,673
Director · 2.00K sh @ 22.43 · $44,852
Director · 200 sh @ 22.35 · $4,470
Director · 100 sh @ 22.39 · $2,238
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
6.0% of class · View original SEC filing ↗