Long Pond Capital, LP

Position in AMH — American Homes 4 Rent

CIK 1499066 New York, NY

Position in AMH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$31,040,702

-$20,954,983 QoQ

Shares Held

1,111,773

-28.9% QoQ

Ownership

0.308%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Long Pond Capital, LP holds $260,216,147 across 7 REIT - Residential names. AMH ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRT	Independence Realty Trust, Inc.	5,727,238	$85,278,573
2	JAN	Janus Living, Inc.	3,290,000	$77,545,300
3	CPT	Camden Property Trust	401,134	$39,174,746
4	AMH	American Homes 4 Rent This page	1,111,773	$31,040,702
5	NXRT	NexPoint Residential Trust, Inc.	452,604	$11,315,100
6	CSR	Centerspace	190,000	$10,915,500
7	MAA	Mid America Apartment Communities Inc.	40,503	$4,946,226

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,040,702	1,111,773	-28.9%	Shares	Sole	2026-05-14
2025-09-30	$51,995,685	1,563,780	-45.4%	Shares	Sole	2025-11-14
2023-03-31	$90,049,778	2,863,268	+146.7%	Shares	Sole	2023-05-15
2022-12-31	$34,979,308	1,160,561	-30.3%	Shares	Sole	2023-02-14
2022-06-30	$59,024,575	1,665,479	-60.2%	Shares	Sole	2022-08-12
2022-03-31	$167,329,563	4,180,104	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$179,890,159	4,124,975	+7.4%	Shares	Sole	2022-02-14
2021-09-30	$146,464,054	3,842,184	+44.6%	Shares	Sole	2021-11-15
2021-06-30	$103,239,834	2,657,396	-56.0%	Shares	Sole	2021-08-16
2021-03-31	$201,216,035	6,035,274	+79.0%	Shares	Sole	2021-05-17
2020-12-31	$101,151,840	3,371,728	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.