Position in AMH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$678,408
-$1,975,578 QoQ
Shares Held
20,239
-78.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#252
of 481 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. AMH ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
This page
|
20,239 | $678,408 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,305 | $459,192 | |
| 3 | INVH |
Invitation Homes Inc.
|
6,681 | $201,830 | |
| 4 | MRP |
Millrose Properties, Inc.
|
5,070 | $152,349 | |
| 5 | 1,827 | $123,400 | |||
| 6 | VMRK |
Vivmark Residential
|
1,500 | $101,892 | |
| 7 | SUI |
Sun Communities Inc
|
756 | $90,647 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,195 | $77,015 |
All Filings in AMH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,408 | 20,239 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,653,986 | 95,057 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,225,245 | 100,475 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,263,107 | 158,289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,230,910 | 172,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,007,930 | 185,346 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,337,461 | 196,084 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,206,338 | 187,714 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,913,096 | 186,036 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,982,597 | 162,659 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,900,880 | 136,287 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,554,213 | 135,180 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,659,689 | 131,444 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,098,847 | 130,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,310,833 | 76,670 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,395 | 73 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||