Position in AMH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,240
+$1,101 QoQ
Shares Held
37
+640.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 478 holders
Holding Since
Sep 2024
4 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, 2026Bogart Wealth, LLC holds $50,543 across 10 REIT - Residential names. AMH ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
540 | $21,556 | |
| 2 | AVB |
Avalonbay Communities Inc
|
70 | $13,208 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
29 | $4,029 | |
| 4 | VMRK |
Vivmark Residential
|
53 | $3,600 | |
| 5 | INVH |
Invitation Homes Inc.
|
94 | $2,839 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 7 | AMH |
American Homes 4 Rent
This page
|
37 | $1,240 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
16 | $1,031 |
All Filings in AMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240 | 37 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $139 | 5 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $513 | 16 | Shares | Sole | 2026-01-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||