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AMH · American Homes 4 Rent · Holdings

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$31.16 +0.27 (+0.87%) At close · Oct 20
Market Cap
$11.20B
Shares
359.82M
Volume · Oct 20 2.59M Avg daily vol (3M) 2.56M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 490
Total Value: $10,917,094,419
Total Shares: 326,074,456
Showing 1–100 of 495 holdings by value · page 1 of 5

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 485 13F filers
Top Holder
14.0%
Sep 2023 → Jun 2026 · range 13.4% – 14.7%
of institutional value
Top 5
40.6%
Sep 2023 → Jun 2026 · range 39.3% – 44.8%
of institutional value
Top 10
54.6%
Sep 2023 → Jun 2026 · range 51.9% – 59.5%
of institutional value
HHI
460
Sep 2023 → Jun 2026 · range 433 – 560
Broadly held

Who Holds AMH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 485 filers, like-for-like change -0.1%; actively managed books -1.4%; index-like books +2.0%.

Holder type Share Filers Change
Registered adviser 41.0% 253 +2.1%
Exempt adviser 0.1% 6 -90.3%
Adviser 2.0% 13 +14.2%
Bank 12.2% 24 -9.5%
Insurer 6.5% 3 +9.5%
Broker-dealer 0.0% 2 -14.8%
Benefit plan 0.6% 7 +5.9%
Non-US 9.1% 12 -19.5%
Holding company 19.3% 11 +3.9%
Unknown 9.1% 154 +1.4%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 5 holders with no observed 2026-03-31 13F and 6 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

485 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
4
0.825% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
2
median weight 0.010%
Mar 31, 2026: 0
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
Top 10 holders
54.5%
of 13F shares, Herfindahl 0.046
Active holders
-1.4%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (3 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 16.9 quarters
Under 1 year 19.4% 1 to 3 years 22.9% 3 years or more 57.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$32.47
estimated per share
Mar 31, 2026: $32.57
Quarter-end price
$33.49
implied by 13F values
Estimated gain or loss
+3.2%
price against the estimated cost
Estimated at a loss
28.2%
of costed 13F value

Estimated cost covers 14.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies AMH's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 BRX Brixmor Property Group Inc. 15
2 ESS Essex Property Trust, Inc. 19
3 ELS Equity Lifestyle Properties Inc 16
4 CUZ Cousins Properties Inc 12
5 EPRT Essential Properties Realty Trust, Inc. 12
6 INVH Invitation Homes Inc. 17
7 COLD Americold Realty Trust 14
8 MAC Macerich Co 11
9 VMRK Vivmark Residential 18
10 AVB Avalonbay Communities Inc 19

Shareholder Targets

13F filers that own its peers but not AMH, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BRX, ESS, ELS, CUZ, EPRT, INVH, COLD, MAC, VMRK, AVB, REXR, BXP, KRC, EXR, CUBE, LXP, FR, ARE, UDR, CPT. 1,277 filers in all.

# Filer In peers
1 Capital Research Global Investors Adviser, Diversified active $1,936,066,356 2 held
2 First Eagle Investment Management, LLC Registered adviser, Diversified active $1,838,413,115 3 held
3 CANADA PENSION PLAN INVESTMENT BOARD Non-US, Diversified active $1,379,926,048 15 held
4 Resolution Capital Ltd Registered adviser, Concentrated $1,324,484,822 8 held
5 VIKING GLOBAL INVESTORS LP Registered adviser, Diversified active $769,531,596 2 held
6 Alyeska Investment Group, L.P. Registered adviser, Systematic-like $768,415,275 12 held
7 Capital World Investors Adviser, Diversified active $728,984,171 4 held
8 Boston Partners Registered adviser, Diversified active $712,742,732 9 held
9 RUSH ISLAND MANAGEMENT, LP Registered adviser, Concentrated $621,309,434 7 held
10 Aristotle Capital Management, LLC Registered adviser, Diversified active $527,421,870 1 held

Fund Ownership of AMH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 24.30% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.09% 14,700,456
Index ETFs 20.21% 72,719,376
Active ETFs 0.62% 2,235,219
Active funds 9.91% 35,671,802
Unclassified 0.79% 2,846,537
All registered funds 35.62% 128,173,390
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Showing 100 of 495
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Holder Value (USD) % of 13F Shares Open

Showing the top 100 of 495 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1562401 CUSIP 02665T306 13F (30d) 70 filings 61 filers Visit website Investor relations