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 ($31.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.38. Options: 4 managers hold calls ($470.3k notional), 2 hold puts ($491.4k).
Trends to Q3 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 197 | 162 |
| Q1 2023 | 170 | 175 |
| Q2 2023 | 194 | 162 |
| Q3 2023 | 216 | 145 |
| Q4 2023 | 235 | 162 |
| Q1 2024 | 220 | 203 |
| Q2 2024 | 220 | 186 |
| Q3 2024 | 216 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $635.7k | $780.2k | 1.23 |
| Q1 2024 | $1.6m | $3.0m | 1.85 |
| Q2 2024 | $775.8k | $687.0k | 0.89 |
| Q3 2024 | $470.3k | $491.4k | 1.04 |
Biggest buyers
| JANUS HENDERSON GROUP PLC | Added | +1.8m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +981.9k |
| FMR LLC | Added | +937.1k |
| Qube Research & Technologies Ltd | Added | +806.3k |
| ExodusPoint Capital Management, LP | Added | +688.1k |
| Ranger Global Real Estate Advisors, LLC | Added | +605.9k |
| COHEN & STEERS, INC. | Added | +478.6k |
| JPMORGAN CHASE & CO | Added | +428.5k |
| Woodline Partners LP | New | +415.8k |
Biggest sellers
| Boston Partners | Sold out | -2.9m |
| DEUTSCHE BANK AG\ | Reduced | -2.9m |
| LORD, ABBETT & CO. LLC | Reduced | -2.4m |
| JANE STREET GROUP, LLC | Reduced | -1.4m |
| Russell Investments Group, Ltd. | Reduced | -1.3m |
| MACQUARIE GROUP LTD | Reduced | -1.1m |
| PRUDENTIAL FINANCIAL INC | Reduced | -1.0m |
| Alyeska Investment Group, L.P. | Reduced | -984.8k |
| Waterfront Capital Partners, LLC | Sold out | -947.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -934.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $245.7k6.4k shares |
| CITADEL ADVISORS LLC | Reduced | $207.3k5.4k shares |
| HighTower Advisors, LLC | New | $17.3k35.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $257.2k6.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $234.2k6.1k 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 in Q3 2024
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 2022 | 1 | $260.2k | 1 | $218.7k | — |
| Q1 2023 | 1 | $190.4k | 2 | $1.2m | — |
| Q2 2023 | 1 | $95.2k | 3 | $3.2m | — |
| Q3 2023 | 1 | $216.0k | 2 | $1.9m | — |
| Q4 2023 | 1 | $48.6k | 2 | $2.1m | — |
| Q1 2024 | 1 | $313.1k | 3 | $2.2m | — |
| Q2 2024 | 2 | $508.0k | 1 | $62.1k | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 44.7m $1.7bn | Reduced -479.0k |
| BlackRock, Inc. 0.03% of their portfolio | 41.8m $1.6bn | First filing |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 26.2m $1.0bn | Added +428.5k |
| NORGES BANK 0.12% of their portfolio | 22.0m $843.3m | Unchanged |
| STATE STREET CORP 0.03% of their portfolio | 17.4m $666.9m | Reduced -344.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.31% of their portfolio | 15.0m $574.8m | Reduced -799.5k |
| COHEN & STEERS, INC. 0.59% of their portfolio | 8.7m $333.8m | Added +478.6k |
| FMR LLC 0.02% of their portfolio | 8.2m $315.8m | Added +937.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 8.0m $308.9m | Reduced -934.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 6.7m $256.3m | Added +6.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 4.9m $188.4m | Reduced -28.8k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 4.5m $171.9m | Added +61.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 4.2m $162.2m | Added +62.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 3.9m $149.7m | Reduced -51.5k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.8m $145.8m | Added +1.3m |
| Burgundy Asset Management Ltd. 1.44% of their portfolio | 3.8m $145.3m | Added +92.2k |
| CI INVESTMENTS INC. 0.53% of their portfolio | 3.6m $139.8m | Added +220.2k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.57% of their portfolio | 3.6m $136.4m | Added +199.2k |
| MORGAN STANLEY 0.01% of their portfolio | 3.0m $116.9m | Reduced -579.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.0m $114.6m | Reduced -70.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.8m $108.5m | Added +110.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.7m $104.0m | Reduced -391.4k |
| Legal & General Group Plc 0.03% of their portfolio | 2.6m $98.0m | Reduced -231.0k |
| 59 North Capital Management, LP 4.21% of their portfolio | 2.4m $93.8m | Unchanged |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.4m $92.3m | Reduced -2.9m |
| Clearbridge Investments, LLC 0.07% of their portfolio | 2.2m $85.7m | Added +331.6k |
| Invesco Ltd. 0.02% of their portfolio | 2.2m $84.4m | Added +14.0k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.9m $74.3m | Added +1.8m |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 1.9m $72.0m | Reduced -1.3m |
| AEW CAPITAL MANAGEMENT L P 2.94% of their portfolio | 1.8m $68.4m | Reduced -172.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.6m $62.4m | Reduced -783.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.62% of their portfolio | 1.6m $60.6m | Added +140.8k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 1.5m $55.7m | Added +806.3k |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 1.4m $53.9m | Reduced -1.0m |
| JUPITER ASSET MANAGEMENT LTD 0.46% of their portfolio | 1.4m $52.9m | Reduced -761.9k |
| Heitman Real Estate Securities LLC 2.66% of their portfolio | 1.3m $48.8m | Reduced -340.7k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 1.2m $47.0m | Added +3.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 1.2m $45.8m | Added +213.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 1.1m $42.5m | Added +981.9k |
| GRS Advisors, LLC 3.91% of their portfolio | 1.1m $41.3m | Reduced -516.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $39.1m | Reduced -3.7k |
| Ranger Global Real Estate Advisors, LLC 16.41% of their portfolio | 991.2k $38.1m | Added +605.9k |
| PGGM Investments 0.49% of their portfolio | 990.6k $38.0m | Added +115.2k |
| LORD, ABBETT & CO. LLC 0.12% of their portfolio | 979.0k $37.6m | Reduced -2.4m |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 976.9k $37.5m | Reduced -20.9k |
| Swiss National Bank 0.02% of their portfolio | 973.9k $37.4m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 882.8k $33.9m | Reduced -109.8k |
| UBS Group AG 0.01% of their portfolio | 845.9k $32.5m | Added +265.9k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 843.4k $32.4m | Added +302.0k |
| ExodusPoint Capital Management, LP 0.33% of their portfolio | 840.8k $32.3m | Added +688.1k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 809.9k $31.1m | Reduced -850.4k |
| Retirement Systems of Alabama 0.11% of their portfolio | 797.6k $30.6m | Added +15.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 781.4k $30.0m | Reduced -279.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 772.3k $29.6m | Added +223.3k |
| Adelante Capital Management LLC 1.89% of their portfolio | 762.0k $29.3m | Reduced -497.8k |
| BAMCO INC /NY/ 0.08% of their portfolio | 757.0k $29.1m | Reduced -92.9k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 737.6k $28.3m | Reduced -1.1m |
| Ceredex Value Advisors LLC 0.54% of their portfolio | 716.0k $27.5m | Reduced -273.9k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 697.4k $26.8m | Reduced -984.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 695.3k $26.7m | Added +140.4k |
| Uniplan Investment Counsel, Inc. 2.26% of their portfolio | 675.8k $25.9m | Reduced -62.4k |
| Asset Management One Co., Ltd. 0.09% of their portfolio | 659.2k $25.3m | Reduced -37.1k |
| Focus Partners Wealth 0.08% of their portfolio | 644.4k $24.7m | Added +14.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% of their portfolio | 636.2k $24.4m | Added +217.5k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 623.9k $24.0m | Reduced -29.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 611.4k $23.5m | Reduced -31.2k |
| Aberdeen Group plc 0.04% of their portfolio | 606.9k $23.2m | Reduced -5.7k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 601.5k $23.1m | Reduced -1.4m |
| California Public Employees Retirement System 0.02% of their portfolio | 594.6k $22.8m | Added +20.4k |
| Amundi 0.01% of their portfolio | 590.8k $22.1m | Reduced -174.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.09% of their portfolio | 573.8k $22.0m | Reduced -12.6k |
| Alberta Investment Management Corp 0.18% of their portfolio | 555.0k $21.3m | Unchanged |
| Allianz Asset Management GmbH 0.03% of their portfolio | 544.3k $20.9m | Reduced -206.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 543.7k $20.9m | Reduced -21.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 505.6k $19.4m | Reduced -36.3k |
| Swedbank AB 0.02% of their portfolio | 500.0k $19.2m | Added +100.0k |
| AXA S.A. 0.06% of their portfolio | 486.9k $18.7m | Reduced -602.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 481.7k $18.5m | Reduced -5.6k |
| EASTERLY INVESTMENT PARTNERS LLC 1.46% of their portfolio | 475.2k $18.2m | Added +226.9k |
| Brookfield Corp /ON/ 0.10% of their portfolio | 473.8k $18.2m | Reduced -115.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 457.5k $17.6m | Added +242.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 433.0k $16.6m | Added +1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 424.1k $16.3m | Reduced -18.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 420.0k $16.1m | Added +5.2k |
| Woodline Partners LP 0.13% of their portfolio | 415.8k $16.0m | New |
| State of New Jersey Common Pension Fund D 0.06% of their portfolio | 401.9k $15.4m | Unchanged |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.24% of their portfolio | 398.2k $15.3m | Added +10.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 389.2k $14.9m | Added +325.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 388.8k $14.7m | Reduced -14.8k |
| 12th Street Asset Management Company, LLC 2.49% of their portfolio | 384.1k $14.7m | Added +78.3k |
| Korea Investment CORP 0.03% of their portfolio | 382.9k $14.7m | Added +184.2k |
| KBC Group NV 0.04% of their portfolio | 378.8k $14.5m | Added +320.8k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 377.8k $14.5m | Added +86.2k |
| Corebridge Financial, Inc. 0.08% of their portfolio | 372.2k $14.3m | Reduced -34.9k |
| CHILTON CAPITAL MANAGEMENT LLC 0.58% of their portfolio | 363.1k $13.9m | Added +14.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 361.9k $13.9m | Added +66.8k |
| GATEWAY INVESTMENT ADVISERS LLC 0.15% of their portfolio | 352.8k $13.5m | Unchanged |
| BARCLAYS PLC 0.01% of their portfolio | 346.8k $13.3m | Reduced -85.0k |
| Andra AP-fonden 0.20% of their portfolio | 346.8k $13.3m | Added +72.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 345.2k $13.3m | Reduced -33.0k |