AMERICAN HOMES 4 RENT AMH
CL A · REIT · CUSIP 02665T306 · ISIN US02665T3068
American real estate investment firm
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersLas Vegas, NV
- Founded2012
- Websiteamericanhomes4rent.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.53. Options: 5 managers hold calls ($945.3k notional), 4 hold puts ($2.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 382 |
| Q4 2022 | 373 |
| Q1 2023 | 357 |
| Q2 2023 | 378 |
| Q3 2023 | 386 |
| Q4 2023 | 425 |
| Q1 2024 | 423 |
| Q2 2024 | 433 |
| Q3 2024 | 450 |
| Q4 2024 | 448 |
| Q1 2025 | 449 |
| Q2 2025 | 471 |
| Q3 2025 | 483 |
| Q4 2025 | 481 |
| Q1 2026 | 462 |
| Q2 2026 | 483 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 216 | 206 |
| Q4 2024 | 206 | 214 |
| Q1 2025 | 205 | 233 |
| Q2 2025 | 252 | 198 |
| Q3 2025 | 237 | 228 |
| Q4 2025 | 221 | 244 |
| Q1 2026 | 230 | 272 |
| Q2 2026 | 249 | 220 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.1m | $2.3m | 2.05 |
| Q4 2025 | $1.6m | $1.1m | 0.65 |
| Q1 2026 | $594.7k | $3.9m | 6.48 |
| Q2 2026 | $945.3k | $2.5m | 2.67 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +3.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.6m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +1.8m |
| NORTHERN TRUST CORP | Added | +1.5m |
| Nuveen, LLC | Added | +1.3m |
| Heitman Real Estate Securities LLC | New | +1.2m |
| BlackRock, Inc. | Added | +1.2m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +928.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +922.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +725.8k |
Biggest sellers
| UBS Group AG | Reduced | -3.3m |
| Qube Research & Technologies Ltd | Reduced | -2.2m |
| DEUTSCHE BANK AG\ | Reduced | -1.8m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -1.6m |
| Clearbridge Investments, LLC | Sold out | -1.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.4m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| Long Pond Capital, LP | Sold out | -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -985.3k |
| Russell Investments Group, Ltd. | Reduced | -919.5k |
Biggest calls
| CITADEL ADVISORS LLC | New | $465.9k13.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $268.2k8.0k shares |
| Jefferies Financial Group Inc. | New | $150.8k4.5k shares |
| GROUP ONE TRADING LLC | Added | $43.6k1.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.8k500 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m61.1k shares |
| CITADEL ADVISORS LLC | Reduced | $341.9k10.2k shares |
| SIMPLEX TRADING, LLC | Added | $124.0k3.7k shares |
| GROUP ONE TRADING LLC | Reduced | $6.7k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 11.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.9% |
HUGHES B WAYNE ET AL
13D · may seek influence
filed 2026-09-11
Stated purposeItem 4 is hereby amended to add the following: The Estate of B. Wayne Hughes (the "Estate") distributed all Shares previously held by the Estate to the beneficiaries thereof. As a result, Tamara Hughes Gustavson, in her capacity as executor of the Estate, no longer may be deemed to beneficially owns any Shares formerly held by the Estate, and the Reporting Persons no longer constitute a "group" within the meaning of Section 13(d)(3) of the Exchange Act. Tamara Hughes Gustavson is separately making a Schedule 13D filing reporting her beneficial ownership of Shares. Full filing |
6.0% |
GUSTAVSON TAMARA HUGHES
13D · may seek influence
new · filed 2026-09-11
Stated purposeThe purpose of the acquisition of Shares by the Reporting Person is for investment as part of the general investment portfolio of the Reporting Person. This Schedule 13D is being filed because the Reporting Person is no longer a member of a "group" within the meaning of Section 13(d)(3) of the Act, as disclosed in the explanatory note to this Schedule 13D. This filing is not being made as a result of any particular acquisition or disposition of securities by the Reporting Person. The Reporting Person intends to review her investments in the Issuer on a continuing basis and may, at any time, consistent with the Reporting Person's obligations under the federal securities laws, determine to increase or decrease her ownership of Shares through purchases or sales of Shares in the open market o… Full filing |
6.0% |
Fell to 5% or below in the last year: PRINCIPAL GLOBAL INVESTORS (4.5%, 2026-05-12), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $96.7k | 4 | $5.5m | — |
| Q1 2025 | 1 | $163.0k | 2 | $596.2k | — |
| Q2 2025 | 1 | $185.4k | 3 | $2.7m | — |
| Q3 2025 | 1 | $50.0k | 1 | $801.7k | — |
| Q4 2025 | 2 | $146.4k | 0 | — | — |
| Q1 2026 | 3 | $356.8k | 1 | $205.4k | — |
| Q2 2026 | 1 | $117.0k | 0 | — | — |
| Q3 2026 | 2 | $534.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-11 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $86.0k4.0k shares |
| 2026-09-11 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $64.4k3.0k shares |
| 2026-09-11 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $21.6k1.0k shares |
| 2026-09-10 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $21.6k1.0k shares |
| 2026-08-24 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $44.9k2.0k shares |
| 2026-08-24 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $40.4k1.8k shares |
| 2026-08-24 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $22.4k1.0k shares |
| 2026-08-24 | CORRIGAN JACK E Director · By Spouse IRA · Series G Perpetual Preferred Shares | Bought | $15.7k700 shares |
| 2026-08-24 | CORRIGAN JACK E Director · FBO Grandchild 2 Custodial Account · Series G Perpetual Preferred Shares | Bought | $4.5k200 shares |
| 2026-08-24 | CORRIGAN JACK E Director · FBO Grandchild 1 Custodial Account · Series G Perpetual Preferred Shares | Bought | $4.5k200 shares |
| 2026-08-24 | CORRIGAN JACK E Director · FBO Grandchild 5 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.2k100 shares |
| 2026-08-12 | BENHAM DOUGLAS N Director · IRA · Series G Perpetual Preferred Shares | Bought | $11.3k500 shares |
| 2026-08-11 | BENHAM DOUGLAS N Director · IRA · Series G Perpetual Preferred Shares; Series H Perpetual Preferred Shares | Bought | $81.3k3.5k shares |
| 2026-08-10 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $45.7k2.0k shares |
| 2026-08-10 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $45.6k2.0k shares |
| 2026-08-10 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $22.7k1.0k shares |
| 2026-05-18 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $45.9k2.0k shares |
| 2026-05-18 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $2.1k89 shares |
| 2026-05-15 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $30.7k1.3k shares |
| 2026-05-15 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $1.1k48 shares |
| 2026-05-13 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $23.2k1.0k shares |
| 2026-05-13 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $9.3k400 shares |
| 2026-05-13 | CORRIGAN JACK E Director · FBO Grandchild 8 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2026-05-13 | CORRIGAN JACK E Director · FBO Grandchild 7 Custodian Account · Series G Perpetual Preferred Shares | Bought | $2.2k94 shares |
| 2026-05-12 | CORRIGAN JACK E Director · FBO Grandchild 7 Custodian Account · Series G Perpetual Preferred Shares | Bought | $1386 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 45.7m $1.5bn | Added +1.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 28.1m $941.4m | Reduced -599.9k |
| NORGES BANK 0.07% of their portfolio | 22.1m $740.2m | Not comparable |
| PRINCIPAL FINANCIAL GROUP INC 0.34% of their portfolio | 20.7m $693.6m | Added +1.8m |
| STATE STREET CORP 0.02% of their portfolio | 15.6m $523.7m | Reduced -593.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 14.5m $487.3m | Reduced -88.1k |
| FMR LLC 0.01% of their portfolio | 9.6m $323.1m | Added +348.4k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 7.8m $260.3m | Added +3.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.5m $251.5m | Reduced -50.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 6.1m $205.2m | Added +2.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.7m $190.3m | Added +6.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.5m $187.3m | Reduced -1.1m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.67% of their portfolio | 5.3m $177.0m | Added +704.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 5.3m $176.7m | Added +179.1k |
| Nuveen, LLC 0.04% of their portfolio | 5.1m $171.3m | Added +1.3m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.9m $163.4m | Added +1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 4.8m $162.5m | Reduced -64.6k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.26% of their portfolio | 4.4m $147.2m | Reduced -1.6m |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 4.0m $132.8m | Reduced -48.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.9m $130.6m | Reduced -229.9k |
| Invesco Ltd. 0.01% of their portfolio | 3.8m $126.2m | Reduced -177.2k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 3.7m $122.8m | Added +922.7k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 4.30% of their portfolio | 3.6m $120.8m | Reduced -29.8k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.65% of their portfolio | 3.5m $118.5m | Added +282.3k |
| CI INVESTMENTS INC. 0.32% of their portfolio | 2.9m $98.7m | Reduced -16.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.6m $88.4m | Reduced -148.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.1m $71.4m | Reduced -23.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.1m $69.3m | Reduced -160.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.0m $67.4m | Reduced -17.6k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $65.7m | Added +216.3k |
| Quantinno Capital Management LP 0.08% of their portfolio | 1.9m $65.2m | Added +586.9k |
| Legal & General Group Plc 0.01% of their portfolio | 1.9m $62.5m | Reduced -87.2k |
| UBS Group AG 0.01% of their portfolio | 1.7m $57.7m | Reduced -3.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 1.7m $56.1m | Added +93.2k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.7m $55.9m | Added +207.7k |
| Holocene Advisors, LP 0.13% of their portfolio | 1.7m $55.9m | Added +309.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $53.5m | Reduced -11.8k |
| AEW CAPITAL MANAGEMENT L P 3.03% of their portfolio | 1.5m $50.7m | Reduced -147.6k |
| PGGM Investments 1.19% of their portfolio | 1.4m $48.2m | Reduced -241.9k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 1.3m $42.2m | Added +583.0k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.3m $41.9m | Added +725.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.15% of their portfolio | 1.2m $41.6m | Added +687.0k |
| Woodline Partners LP 0.13% of their portfolio | 1.2m $41.6m | Added +239.8k |
| Heitman Real Estate Securities LLC 2.63% of their portfolio | 1.2m $40.9m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 1.2m $40.8m | Added +268.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.2m $39.6m | Reduced -131.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.2m $42.4m | Reduced -1.4m |
| TUDOR INVESTMENT CORP ET AL 0.13% of their portfolio | 966.2k $32.4m | Reduced -41.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 936.8k $31.4m | Reduced -10.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 928.3k $31.1m | New |
| Apollo Management Holdings, L.P. 0.44% of their portfolio | 924.1k $31.0m | Unchanged |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.23% of their portfolio | 910.0k $30.5m | Added +236.0k |
| Lighthouse Investment Partners, LLC 0.93% of their portfolio | 891.9k $29.9m | Added +228.7k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 863.9k $29.0m | Reduced -919.5k |
| Adelante Capital Management LLC 1.86% of their portfolio | 846.2k $28.4m | Reduced -57.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 830.1k $27.9m | Added +80.3k |
| APG Asset Management US Inc. 0.19% of their portfolio | 820.4k $27.7m | Unchanged |
| Investure, LLC 1.67% of their portfolio | 798.2k $26.8m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 710.7k $23.8m | Reduced -14.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 709.2k $23.8m | Reduced -97.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 699.4k $23.4m | Reduced -107.0k |
| Retirement Systems of Alabama 0.07% of their portfolio | 688.4k $23.1m | Reduced -227.7k |
| Swiss National Bank 0.01% of their portfolio | 637.7k $21.4m | Reduced -22.3k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 619.5k $20.8m | New |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 596.2k $20.0m | Added +94.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 586.1k $19.6m | Added +7.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 584.1k $19.6m | New |
| CITIGROUP INC 0.01% of their portfolio | 580.1k $19.4m | Reduced -97.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 578.7k $19.4m | Reduced -202.3k |
| Prana Capital Management, LP 0.59% of their portfolio | 574.9k $19.3m | Reduced -478.7k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 574.1k $19.2m | Reduced -89.7k |
| Alberta Investment Management Corp 0.11% of their portfolio | 555.0k $18.6m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 553.1k $18.5m | New |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 532.8k $17.9m | New |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 530.0k $17.8m | Added +8.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio | 514.7k $17.3m | Added +1.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 498.1k $16.7m | Reduced -14.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 493.5k $16.5m | Added +75.4k |
| Creative Planning 0.01% of their portfolio | 490.1k $16.4m | Added +326.3k |
| Corient Private Wealth LP 0.02% of their portfolio | 481.9k $16.2m | Added +80.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 478.9k $16.1m | Reduced -27.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 478.5k $16.0m | Reduced -19.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 478.0k $13.3m | Reduced -81.8k |
| Swedbank AB 0.01% of their portfolio | 442.0k $14.8m | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 434.2k $14.6m | Added +426.1k |
| STRS OHIO 0.05% of their portfolio | 384.0k $12.9m | Added +139.3k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 381.1k $12.8m | Reduced -34.1k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 380.1k $12.7m | Reduced -10.0k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 373.3k $12.5m | Reduced -740.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 370.4k $12.4m | Reduced -20.8k |
| Capital Investment Advisors, LLC 0.16% of their portfolio | 352.0k $11.8m | Added +32.9k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 352.0k $11.8m | Added +83.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 351.5k $11.8m | Reduced -220.1k |
| Mariner, LLC 0.01% of their portfolio | 339.6k $11.4m | Added +133.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.05% of their portfolio | 326.2k $10.9m | Added +89.2k |
| Davis Selected Advisers 0.05% of their portfolio | 325.6k $10.9m | Added +48.4k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 313.5k $10.5m | Added +1.3k |
| Squarepoint Ops LLC 0.02% of their portfolio | 308.0k $10.3m | Added +126.2k |
| Vanguard Investments Australia, Ltd. 0.03% of their portfolio | 307.0k $10.3m | Reduced -4.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 302.7k $10.1m | Added +1.9k |