Position in AMH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$111,980,556
-$35,674,627 QoQ
Shares Held
4,010,765
-12.8% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.33171227932826.ToString("F0")%
Shared 0.ToString("F0")%
None 27.668287720671742.ToString("F0")%
Common Shares in AMH Over Time
Shares Held
Position Value (USD)
Derivatives in AMH
reported options exposure · as of Jun 30, 2020CallValue
$129,120
CallShares
4,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $234,948,627 across 12 REIT - Residential names. AMH ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
This page
|
4,010,765 | $111,980,556 | |
| 2 | AVB |
Avalonbay Communities Inc
|
145,704 | $23,800,745 | |
| 3 | UDR |
UDR, Inc.
|
651,368 | $22,003,208 | |
| 4 | EQR |
Equity Residential
|
349,674 | $20,683,214 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
145,019 | $17,709,717 | |
| 6 | INVH |
Invitation Homes Inc.
|
462,514 | $11,493,469 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
36,211 | $8,763,062 | |
| 8 | CPT |
Camden Property Trust
|
85,265 | $8,326,976 |
All Filings in AMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,980,556 | 4,010,765 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $147,655,183 | 4,599,850 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,217,828 | 126,852 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,639,971 | 128,638 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,486,721 | 145,113 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,425,696 | 278,613 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,349,502 | 295,637 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,422,127 | 307,377 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,601,245 | 288,234 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,087,544 | 308,330 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $7,904,986 | 234,639 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $7,885,815 | 222,449 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $6,545,151 | 208,113 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $6,974,303 | 231,397 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $7,058,183 | 215,123 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $27,722,477 | 782,237 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,992,409 | 524,417 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $16,493,430 | 378,203 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,802,351 | 571,940 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,388,178 | 267,392 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,986,262 | 119,564 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,056,910 | 101,897 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,413,849 | 84,756 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $129,120 | 4,800 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $1,852,360 | 68,861 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,524,379 | 65,706 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||