Gillson Capital LP

Position in AMH — American Homes 4 Rent

CIK 1698055 CHICAGO, IL

Position in AMH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,265,248

-$10,928,847 QoQ

Shares Held

224,400

-56.0% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

5 quarters on record

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

Real Estate · as of Mar 31, 2026

Gillson Capital LP holds $40,953,689 across 5 REIT - Residential names. AMH ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	758,600	$18,851,210
2	EQR	Equity Residential	187,081	$11,065,841
3	AMH	American Homes 4 Rent This page	224,400	$6,265,248
4	ELS	Equity Lifestyle Properties Inc	67,000	$4,182,140
5	JAN	Janus Living, Inc.	25,000	$589,250

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,265,248	224,400	-56.0%	Shares	Sole	2026-05-15
2023-09-30	$17,194,095	510,362	+72.4%	Shares	Sole	2023-11-14
2020-09-30	$8,432,216	296,075	-10.2%	Shares	Sole	2020-11-16
2020-06-30	$8,867,988	329,665	+29.1%	Shares	Sole	2020-08-14
2020-03-31	$5,923,772	255,335	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.