Position in AMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,143,972
+$1,217,782 QoQ
Shares Held
63,961
+92.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 479 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,464 across 13 REIT - Residential names. AMH ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
This page
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
7,843 | $1,479,895 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in AMH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,972 | 63,961 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $926,190 | 33,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,144,557 | 35,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $401,992 | 12,090 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $534,737 | 14,825 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $617,626 | 16,335 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $754,911 | 20,174 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $490,317 | 12,772 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,127 | 13,082 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $527,866 | 14,352 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $316,807 | 8,810 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,841 | 8,900 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $282,111 | 7,958 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $254,147 | 8,081 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,800 | 8,288 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $264,612 | 8,065 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||