AMH
American Homes 4 Rent · Real Estate · REIT - Residential
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +0.4% ·
净新建仓位 -5.9%
— 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 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 133 | +9 | 247.13M | $8.29B | +16 | −8 |
| 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 | The Vanguard Group ✦ (被动) | 44.47M | — | $1.60B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 42.83M | — | $1.54B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | Norges Bank ✦ (被动) | 22.09M | +0.6% | $796.71M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (被动) | 18.02M | -0.1% | $650.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 9.16M | — | $330.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | T. Rowe Price ✦ | 7.39M | -0.8% | $266.53M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (被动) | 6.96M | +0.5% | $250.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 2.26M | +42.5% | $81.63M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 9 | Millennium Management ✦ | 2.00M | +28.4% | $72.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 810.32K | +8.6% | $29.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 748.73K | 新增 | $27.01M | 0.0% | New | 1 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 656.54K | +6.4% | $23.68M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 13 | Marshall Wace ✦ | 323.44K | -75.2% | $11.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 277.77K | -0.6% | $10.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 183.96K | +59.2% | $6.58M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 16 | GAMCO Investors ✦ | 171.71K | +20.6% | $6.19M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 8.32K | -92.7% | $300,211 | 0.0% | ▼ Trim | 2 | 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
| Renaissance Technologies | $27.01M | 0.0% |
已清仓
| Point72 Asset Management | $12.75M | 曾为 0.0% |
| Adage Capital Partners | $1.76M | 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 · 4.00K 股 @ 21.50 · $86,000
Director · 3.00K 股 @ 21.47 · $64,410
Director · 1.00K 股 @ 21.55 · $21,548
Director · 1.00K 股 @ 21.60 · $21,600
Director · 1.80K 股 @ 22.46 · $40,428
Director · 1.00K 股 @ 22.39 · $22,385
Director · 700 股 @ 22.39 · $15,673
Director · 2.00K 股 @ 22.43 · $44,852
Director · 200 股 @ 22.35 · $4,470
Director · 100 股 @ 22.39 · $2,238
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
6.0% 占股份类别 · 查看 SEC 原始申报文件 ↗