AMH — AMERICAN HOMES 4 RENT
As of Q2 2026, 39 SEC-registered investment managers reported holding AMH (AMERICAN HOMES 4 RENT) in their latest 13F filings, with a combined reported value of $5.55B across 170.97M shares. That is +23.7% by share count (+32.72M shares) versus the previous quarter, while reported value moved +49.6%. Ownership is concentrated: the five largest holders account for 64.0% of reported value and the top ten for 81.7%.
Compared with the prior quarter, 6 opened new positions, 13 added to existing stakes, 18 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AMH is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 45.69M | $1.53B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 44.72M | $1.44B | 0.02% | Hold |
| Norges Bank Investment Management history | Q2 2026 | 22.08M | $740.16M | 0.07% | Hold |
| Principal Global Investors history | Q2 2026 | 20.69M | $693.59M | 0.34% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 9.64M | $323.10M | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 7.77M | $260.32M | 0.09% | Add |
| Geode Capital Management history | Q2 2026 | 7.50M | $251.51M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 6.12M | $205.22M | 0.09% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 5.50M | $187.32M | 0.02% | New |
| Charles Schwab Investment Management history | Q2 2026 | 5.27M | $176.65M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 4.88M | $163.42M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 3.90M | $130.63M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 3.77M | $126.21M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 3.66M | $122.79M | 0.05% | Add |
| BNY Mellon history | Q2 2026 | 2.64M | $88.40M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.96M | $65.68M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.87M | $62.55M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 1.72M | $57.73M | 0.01% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 1.67M | $55.91M | 0.03% | Add |
| Bank of America Corp history | Q2 2026 | 1.60M | $53.55M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.50M sh · $187.32M
- Wellington Management Group 928.33K sh · $31.12M
- Renaissance Technologies 553.13K sh · $18.54M
- Point72 Asset Management 532.82K sh · $17.86M
- Two Sigma Investments 27.50K sh · $921.67K
- Marshall Wace 15.82K sh · $530.45K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 232.04K sh · $6.48M
- Ontario Teachers Pension Plan sold 97.59K sh · $2.72M
- Baron Funds sold 93.98K sh · $2.62M
- Bridgewater Associates sold 30.23K sh · $843.97K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 41.79M | 43.95M | 43.61M | 42.83M | 43.53M | 44.08M | 44.48M | 45.69M |
| Norges Bank Investment Management | — | — | — | — | — | 20.55M | — | — | — | 21.97M | — | 21.97M | — | 21.97M | — | 22.09M | — | 22.14M | — | 22.08M |
| Principal Global Investors | 18.28M | 17.83M | 18.08M | 18.03M | 17.81M | 17.02M | 16.96M | 16.89M | 16.93M | 17.01M | 15.97M | 15.77M | 14.97M | 15.99M | 15.68M | 15.13M | 14.55M | 15.81M | 18.94M | 20.69M |
| Fidelity Management & Research (FMR) | 6.65M | 6.86M | 7.86M | 9.81M | 9.38M | 8.93M | 8.95M | 7.82M | 8.11M | 7.35M | 6.99M | 7.29M | 8.23M | 8.98M | 9.06M | 9.16M | 9.22M | 9.13M | 9.29M | 9.64M |
| AQR Capital Management | 24.92K | 122.35K | 112.20K | 45.19K | 47.07K | 45.48K | 34.73K | 37.94K | 32.08K | 25.83K | 58.47K | 53.52K | 67.34K | 148.56K | 115.55K | 183.96K | 222.36K | 3.11M | 4.81M | 7.77M |
| Geode Capital Management | 4.94M | 5.34M | 4.56M | 4.64M | 4.59M | 4.85M | 5.02M | 5.26M | 5.79M | 5.98M | 6.44M | 6.68M | 6.69M | 6.67M | 6.93M | 6.96M | 7.19M | 7.36M | 7.55M | 7.50M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | 40.80K | — | — | 250.55K | — | 746.49K | 810.32K | 1.32M | 1.94M | 3.54M | 6.12M |
| JPMorgan Chase & Co | 16.77M | 15.74M | 15.43M | 15.80M | 15.98M | 16.04M | 16.22M | 21.54M | 19.18M | 10.42M | 12.11M | 12.90M | 13.12M | 13.81M | 15.90M | 14.24M | 7.88M | 6.71M | — | 5.50M |
| Charles Schwab Investment Management | 3.09M | 3.17M | 3.29M | 3.26M | 3.30M | 3.48M | 3.58M | 3.67M | 3.78M | 3.96M | 4.12M | 4.16M | 4.22M | 4.33M | 4.37M | 4.42M | 4.54M | 4.79M | 5.09M | 5.27M |
| Northern Trust Corp | 1.99M | 1.96M | 1.79M | 2.06M | 2.04M | 2.08M | 2.04M | 2.05M | 2.38M | 2.43M | 2.83M | 3.06M | 2.99M | 4.18M | 4.27M | 4.15M | 4.07M | 3.78M | 3.39M | 4.88M |
| Goldman Sachs Group | 5.33M | 8.26M | 5.35M | 1.52M | 1.83M | 2.90M | 2.58M | 2.22M | 1.96M | 3.54M | 2.80M | 2.47M | 3.80M | 3.19M | 3.88M | 3.10M | 2.65M | 3.29M | 4.15M | 3.90M |
| Invesco Ltd | 4.42M | 5.93M | 5.45M | 6.34M | 4.27M | 3.50M | 2.85M | 1.57M | 1.65M | 1.89M | 1.82M | 2.18M | 2.20M | 6.29M | 5.63M | 5.40M | 4.74M | 6.16M | 3.94M | 3.77M |
| Millennium Management | 2.39M | 937.92K | 1.50M | 680.23K | 18.28K | 13.09K | 17.43K | 397.65K | 102.08K | 1.04M | 1.16M | 548.98K | 772.28K | 1.86M | 1.56M | 2.00M | 1.82M | 2.14M | 2.74M | 3.66M |
| BNY Mellon | 1.32M | 1.31M | 1.32M | 1.46M | 1.72M | 1.81M | 1.76M | 1.77M | 1.76M | 1.76M | 3.02M | 3.10M | 2.71M | 2.96M | 2.96M | 3.04M | 3.01M | 2.98M | 2.79M | 2.64M |
| Morgan Stanley | 1.31M | 1.08M | 2.09M | 2.74M | 4.92M | 5.17M | 5.17M | 5.13M | 4.73M | 4.11M | 3.56M | 3.63M | 3.05M | 2.60M | 2.91M | 2.44M | 2.39M | 2.43M | 1.74M | 1.96M |
| Legal & General Investment Management America | 2.02M | 1.90M | 1.91M | 2.64M | 2.82M | 2.90M | 2.92M | 2.93M | 2.91M | 3.41M | 3.48M | 3.24M | 3.00M | 2.29M | 2.33M | 2.37M | 2.20M | 2.47M | 1.95M | 1.87M |
| UBS Group AG | 290.81K | 54.79K | 95.84K | 26.36K | 288.03K | 61.79K | 19.47K | 169.71K | 17.32K | 292.31K | 421.89K | 580.01K | 845.92K | 1.51M | 1.20M | 1.05M | 1.20M | 1.01M | 5.03M | 1.72M |
| D. E. Shaw & Co | 2.09M | 1.35M | 367.07K | 395.97K | — | — | — | 5.66K | 414.62K | 541.31K | 152.27K | 27.81K | 220.54K | — | 113.29K | 8.32K | 116.45K | — | 1.46M | 1.67M |
| Bank of America Corp | 619.18K | 668.89K | 729.15K | 1.78M | 1.69M | 1.73M | 1.96M | 1.02M | 634.42K | 907.59K | 1.04M | 1.02M | 1.02M | 1.18M | 1.31M | 1.03M | 967.58K | 952.32K | 1.61M | 1.60M |
| MFS Investment Management | 3.28M | 3.52M | — | 4.44M | 2.75M | 2.76M | 2.83M | 2.87M | 2.95M | 3.48M | 3.91M | 3.95M | 3.90M | 3.93M | 3.73M | 3.56M | 3.55M | 2.81M | 2.61M | 1.17M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details