Adelante Capital Management LLC

Position in AMH — American Homes 4 Rent

CIK 1067926 ALAMEDA, CA

Back to AMH Full portfolio

Position in AMH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$28,364,691

+$3,125,039 QoQ

Shares Held

846,202

-6.4% QoQ

Ownership

0.235%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#55

of 482 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Common Shares in AMH Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

Adelante Capital Management LLC holds $241,804,428 across 8 REIT - Residential names. AMH ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1			814,123	$55,000,697
2	VMRK	Vivmark Residential	723,095	$49,119,843
3	ELS	Equity Lifestyle Properties Inc	615,154	$39,646,675
4	AMH	American Homes 4 Rent This page	846,202	$28,364,691
5	MAA	Mid America Apartment Communities Inc.	157,364	$21,864,154
6	ESS	Essex Property Trust, Inc.	67,992	$19,825,787
7	JAN	Janus Living, Inc.	544,072	$15,636,629
8	MRP	Millrose Properties, Inc.	410,847	$12,345,952

All Filings in AMH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,364,691	846,202	-6.4%	Shares	Sole	2026-08-17
2026-03-31	$25,239,652	903,999	-30.5%	Shares	Sole	2026-05-18
2025-12-31	$41,741,138	1,300,347	+42.6%	Shares	Sole	2026-02-18
2025-09-30	$30,324,033	912,001	+9.8%	Shares	Defined	2025-11-17
2025-06-30	$29,957,649	830,542	-9.1%	Shares	Sole	2025-08-15
2025-03-31	$34,542,384	913,578	+9.0%	Shares	Sole	2025-05-16
2024-12-31	$31,350,588	837,803	+10.0%	Shares	Sole	2025-02-14
2024-09-30	$29,252,412	761,980	-39.5%	Shares	Sole	2025-02-24
2024-06-30	$46,814,390	1,259,806	-0.5%	Shares	Sole	2024-08-14
2024-03-31	$46,564,509	1,266,028	+10.6%	Shares	Sole	2024-05-15
2023-12-31	$41,177,867	1,145,102	-6.7%	Shares	Sole	2024-02-15
2023-09-30	$41,359,932	1,227,662	-3.7%	Shares	Sole	2023-11-15
2023-06-30	$45,193,928	1,274,864	-10.0%	Shares	Sole	2023-08-14
2023-03-31	$44,566,945	1,417,073	+11.2%	Shares	Sole	2023-05-16
2022-12-31	$38,404,146	1,274,192	+7.1%	Shares	Sole	2023-02-15
2022-09-30	$39,027,166	1,189,490	+6.5%	Shares	Sole	2022-11-15
2022-06-30	$39,575,280	1,116,684	-3.1%	Shares	Sole	2022-08-17
2022-03-31	$46,134,695	1,152,503	+12.9%	Shares	Sole	2022-05-16
2021-12-31	$44,519,399	1,020,853	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$39,017,954	1,023,556	+8.5%	Shares	Sole	2021-11-15
2021-06-30	$36,656,295	943,534	+21.3%	Shares	Sole	2021-08-17
2021-03-31	$25,926,217	777,631	+1.5%	Shares	Sole	2021-05-17
2020-12-31	$22,974,840	765,828	-27.6%	Shares	Sole	2021-02-16
2020-09-30	$30,132,637	1,058,028	-15.9%	Shares	Sole	2020-11-16
2020-06-30	$33,827,261	1,257,519	+14.0%	Shares	Sole	2020-08-14
2020-03-31	$25,587,929	1,102,928	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.