AMH in the 13F filings

American Homes 4 Rent · CUSIP 02665T306

Sector · Real estate Theme · Real estate investment trusts

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed: 42,634,818; combined, among listed positions
Reported value: $1.2bn; combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,371,383.

Managers listing AMH in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

28 of 28 holders

				Action		Filing
Fidelity (FMR LLC)	9,290,625	$259m	under 0.1%	Added	+163,617	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	5,671,512	$158m	under 0.1%	Trimmed	-79,636	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	4,807,501	$134m	0.06%	Added	+1,694,877	15 May 2026 (the filing on sec.gov)
Invesco Ltd	3,942,563	$110m	under 0.1%	Trimmed	-2,219,083	12 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	3,544,892	$99m	0.05%	Added	+1,608,934	14 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.	2,610,155	$78m	under 0.1%	Trimmed	-194,870	14 May 2026 (the filing on sec.gov)
Millennium Management LLC	2,740,570	$77m	under 0.1%	Added	+595,648	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	1,460,120	$41m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	1,357,801	$38m	0.09%	Added	+781,651	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	1,113,598	$31m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	1,007,393	$28m	0.05%	Added	+830,754	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	1,000,958	$28m	0.11%	New	new	15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	985,303	$28m	0.11%	Added	+166,274	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	559,827	$18m	under 0.1%	Added	+49,811	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	506,799	$14m	under 0.1%	Trimmed	-119,049	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	415,286	$12m	under 0.1%	Added	+221,298	27 Oct 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	293,883	$8.2m	0.06%	Added	+147,483	15 May 2026 (the filing on sec.gov)
Winton Group Ltd	276,765	$7.7m	0.27%	New	new	12 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	232,037	$6.5m	under 0.1%	Trimmed	-1,517,387	18 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	205,396	$5.7m	under 0.1%	Added	+187,911	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	181,827	$5.1m	under 0.1%	Added	+141,041	15 May 2026 (the filing on sec.gov)
GAMCO Investors Inc	163,905	$4.6m	under 0.1%	Held	0	14 May 2026 (the filing on sec.gov)
Quantbot Technologies LP	87,058	$2.4m	0.10%	New	new	13 May 2026 (the filing on sec.gov)
Man Group PLC	73,055	$2.0m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	36,195	$1.0m	under 0.1%	Trimmed	-1,114,126	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

AQR Capital Management LLCexisting position · 4,807,501 shares now+1,694,877
Arrowstreet Capital LPexisting position · 3,544,892 shares now+1,608,934
D. E. Shaw & Co.new position · 1,460,120 shares now+1,460,120
Balyasny Asset Management LLCnew position · 1,113,598 shares now+1,113,598
Woodline Partners LPnew position · 1,000,958 shares now+1,000,958

Reductions

Invesco Ltdexisting position · 3,942,563 shares now-2,219,083
Janus Henderson Group Ltdexisting position · 232,037 shares now-1,517,387
Freestone Grove Partners LPexisting position · 36,195 shares now-1,114,126
MFS Investment Managementexisting position · 2,610,155 shares now-194,870
Citadel Advisors LLCexisting position · 506,799 shares now-119,049

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (9)

D. E. Shaw & Co.$41m
Balyasny Asset Management LLC$31m
Woodline Partners LP$28m
Winton Group Ltd$7.7m
Quantbot Technologies LP$2.4m
Man Group PLC$2.0m
Bridgewater Associates LP$844k
Caxton Associates LLP$752k
Brevan Howard Capital Management LP$353k

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

9 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

AMH by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q3 2013	1	$20m	n.a.	n.a.
Q1 2014	1	$15m	n.a.	n.a.
Q2 2014	2	$30m	n.a.	n.a.
Q3 2014	3	$25m	n.a.	n.a.
Q4 2014	1	$6.1m	n.a.	n.a.
Q1 2015	2	$17m	n.a.	n.a.
Q3 2015	1	$352k	n.a.	n.a.
Q4 2015	2	$745k	n.a.	n.a.
Q2 2016	5	$199m	n.a.	n.a.
Q3 2016	10	$388m	n.a.	n.a.
Q4 2016	7	$309m	n.a.	n.a.
Q1 2017	7	$367m	n.a.	n.a.
Q2 2017	10	$854m	n.a.	n.a.
Q3 2017	10	$925m	n.a.	n.a.
Q4 2017	10	$858m	n.a.	n.a.
Q1 2018	6	$327m	n.a.	n.a.
Q2 2018	4	$249m	n.a.	n.a.
Q3 2018	4	$207m	n.a.	n.a.
Q4 2018	3	$112m	n.a.	n.a.
Q1 2019	4	$112m	n.a.	n.a.
Q2 2019	7	$331m	n.a.	n.a.
Q3 2019	9	$695m	n.a.	n.a.
Q4 2019	9	$882m	n.a.	n.a.
Q1 2020	7	$729m	n.a.	n.a.
Q2 2020	8	$697m	n.a.	n.a.
Q3 2020	8	$583m	n.a.	n.a.
Q4 2020	6	$137m	n.a.	n.a.
Q1 2021	6	$222m	n.a.	n.a.
Q2 2021	6	$304m	n.a.	n.a.
Q3 2021	9	$448m	n.a.	n.a.
Q4 2021	15	$670m	n.a.	n.a.
Q1 2022	9	$459m	n.a.	n.a.
Q2 2022	6	$470m	n.a.	n.a.
Q3 2022	8	$404m	n.a.	n.a.
Q4 2022	7	$331m	n.a.	n.a.
Q1 2023	7	$472m	n.a.	n.a.
Q2 2023	10	$599m	n.a.	n.a.
Q3 2023	11	$720m	n.a.	n.a.
Q4 2023	17	$907m	13	3
Q1 2024	9	$549m	4	8
Q2 2024	7	$515m	5	2
Q3 2024	9	$631m	5	4
Q4 2024	8	$768m	7	2
Q1 2025	7	$613m	4	4
Q2 2025	9	$588m	5	4
Q3 2025	10	$512m	7	4
Q4 2025	10	$634m	12	15
Q1 2026	13	$458m	21	9
Q2 2026	8	$744m	17	17

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AMH and WELL →AMH and EQIX →AMH and PLD →Choose a stock to compare with AMH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AMH, latest filings →Back to the 13F Explorer →

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