AMH
American Homes 4 Rent · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones -0.2% ·
nuevas posiciones netas +20.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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% | $830.59M | 0.1% | Held | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 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 | T. Rowe Price ✦ | 7.45M | -14.6% | $281.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 7.45M | -14.6% | $281.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 7.45M | -14.6% | $281.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 6.93M | +4.0% | $261.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 6.93M | +4.0% | $261.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.59M | -50.2% | $60.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 1.59M | -50.2% | $60.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 1.59M | -50.2% | $60.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.59M | -50.2% | $60.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 1.56M | -16.1% | $59.00M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 14 | Marshall Wace ✦ | 1.30M | Nuevo | $49.25M | 0.1% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 1.30M | Nuevo | $49.25M | 0.1% | New | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 746.49K | Nuevo | $28.22M | 0.0% | New | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 616.79K | +16.7% | $23.32M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 337.17K | Nuevo | $12.75M | 0.0% | New | 1 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 279.33K | -3.5% | $10.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 142.35K | +15.1% | $5.38M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 115.55K | -22.2% | $4.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 115.55K | -22.2% | $4.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 115.55K | -22.2% | $4.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 115.55K | -22.2% | $4.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 113.29K | Nuevo | $4.28M | 0.0% | New | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 113.29K | Nuevo | $4.28M | 0.0% | New | 1 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 46.67K | -51.4% | $1.76M | 0.0% | ▼ Trim | 2 | 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
| Marshall Wace | $49.25M | 0.1% |
| 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% |
| D. E. Shaw & Co. | $4.28M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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