AMH
American Homes 4 Rent · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +0.4% ·
nuevas posiciones netas -5.9%
— 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 Q2 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 | The Vanguard Group ✦ (pasivo) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Norges Bank ✦ (pasivo) | 22.09M | +0.6% | $796.71M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (pasivo) | 18.02M | -0.1% | $650.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 9.16M | — | $330.46M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 9.16M | — | $330.46M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 9.16M | — | $330.46M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 9.16M | — | $330.46M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 7.39M | -0.8% | $266.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 7.39M | -0.8% | $266.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 7.39M | -0.8% | $266.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 7.39M | -0.8% | $266.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Geode Capital Management ✦ (pasivo) | 6.96M | +0.5% | $250.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Geode Capital Management ✦ (pasivo) | 6.96M | +0.5% | $250.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Wellington Management ✦ | 2.26M | +42.5% | $81.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Wellington Management ✦ | 2.26M | +42.5% | $81.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 2.26M | +42.5% | $81.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 2.26M | +42.5% | $81.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Millennium Management ✦ | 2.00M | +28.4% | $72.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 43 | Arrowstreet Capital ✦ | 810.32K | +8.6% | $29.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Renaissance Technologies ✦ | 748.73K | Nuevo | $27.01M | 0.0% | New | 1 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 656.54K | +6.4% | $23.68M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 46 | Marshall Wace ✦ | 323.44K | -75.2% | $11.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | PRIMECAP Management ✦ | 277.77K | -0.6% | $10.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 183.96K | +59.2% | $6.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 183.96K | +59.2% | $6.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 183.96K | +59.2% | $6.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 183.96K | +59.2% | $6.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | GAMCO Investors ✦ | 171.71K | +20.6% | $6.19M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 8.32K | -92.7% | $300,211 | 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
| Renaissance Technologies | $27.01M | 0.0% |
Posición cerrada
| Point72 Asset Management | $12.75M | era 0.0% |
| Adage Capital Partners | $1.76M | 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