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 ($41.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.80. Options: 5 managers hold calls ($1.2m notional), 4 hold puts ($1.6m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 194 | 162 |
| Q3 2023 | 216 | 145 |
| Q4 2023 | 235 | 162 |
| Q1 2024 | 220 | 203 |
| Q2 2024 | 220 | 186 |
| Q3 2024 | 216 | 206 |
| Q4 2024 | 206 | 214 |
| Q1 2025 | 205 | 233 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $775.8k | $687.0k | 0.89 |
| Q3 2024 | $470.3k | $491.4k | 1.04 |
| Q4 2024 | $4.4m | $1.2m | 0.27 |
| Q1 2025 | $1.2m | $1.6m | 1.33 |
Biggest buyers
| COHEN & STEERS, INC. | Added | +2.9m |
| DEUTSCHE BANK AG\ | Added | +2.4m |
| JPMORGAN CHASE & CO | Added | +2.1m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | New | +1.7m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| MARSHALL WACE, LLP | New | +1.3m |
| BAMCO INC /NY/ | Added | +1.2m |
| Alyeska Investment Group, L.P. | Added | +1.0m |
| Russell Investments Group, Ltd. | Added | +950.3k |
| Sumitomo Mitsui Trust Group, Inc. | Added | +949.5k |
Biggest sellers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -2.5m |
| 59 North Capital Management, LP | Sold out | -2.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.6m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -1.5m |
| ExodusPoint Capital Management, LP | Sold out | -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.3m |
| Brookfield Corp /ON/ | Sold out | -904.5k |
| LANDMARK INVESTMENT PARTNERS, L.P. | Sold out | -721.3k |
| Invesco Ltd. | Reduced | -664.8k |
| Focus Partners Wealth | Reduced | -654.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $457.5k12.1k shares |
| GROUP ONE TRADING LLC | Added | $419.7k11.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $283.6k7.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m31.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $359.2k9.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 1 | $96.7k | 4 | $5.5m | — |
| Q1 2025 | 1 | $163.0k | 2 | $596.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-04 | CORRIGAN JACK E Director · By Child · Series G Perpetual Preferred Shares | Bought | $53.5k2.3k shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Minor Child Custodial Account · Series G Perpetual Preferred Shares | Bought | $69.9k3.0k shares |
| 2025-03-03 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $23.4k1.0k shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Grandchild 5 Custodial Account · Series G Perpetual Preferred Shares | Bought | $4.7k200 shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Grandchild 3 Custodial Account · Series G Perpetual Preferred Shares | Bought | $4.6k200 shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Grandchild 4 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Grandchild 2 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2025-03-03 | CORRIGAN JACK E Director · FBO Grandchild 1 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2025-02-27 | CORRIGAN JACK E Director | Sold | $360.7k10.0k shares |
| 2025-02-24 | Reitz Brian Chief Accounting Officer | Sold | $235.5k6.7k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 44.9m $1.7bn | Reduced -31.1k |
| BlackRock, Inc. 0.03% of their portfolio | 43.6m $1.6bn | Reduced -344.1k |
| NORGES BANK 0.12% of their portfolio | 22.0m $830.6m | Unchanged |
| STATE STREET CORP 0.03% of their portfolio | 18.0m $682.0m | Added +266.4k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 15.9m $601.2m | Added +2.1m |
| PRINCIPAL FINANCIAL GROUP INC 0.33% of their portfolio | 15.7m $592.9m | Reduced -307.0k |
| COHEN & STEERS, INC. 0.75% of their portfolio | 10.7m $405.5m | Added +2.9m |
| FMR LLC 0.02% of their portfolio | 9.1m $342.4m | Added +72.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 7.4m $281.7m | Reduced -1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 6.9m $261.7m | Added +265.2k |
| Invesco Ltd. 0.04% of their portfolio | 5.6m $212.8m | Reduced -664.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 4.9m $184.6m | Reduced -53.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 4.4m $165.1m | Added +32.8k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.3m $161.4m | Added +85.1k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.87% of their portfolio | 4.2m $159.8m | Added +60.5k |
| Burgundy Asset Management Ltd. 1.61% of their portfolio | 4.1m $155.4m | Added +266.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.9m $146.8m | Added +695.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 3.7m $141.2m | Reduced -195.8k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 3.1m $116.5m | Added +2.4m |
| Nuveen, LLC 0.03% of their portfolio | 3.0m $113.7m | First filing |
| Alyeska Investment Group, L.P. 0.45% of their portfolio | 3.0m $113.3m | Added +1.0m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 3.0m $111.8m | Reduced -1.7k |
| MORGAN STANLEY 0.01% of their portfolio | 2.9m $110.0m | Added +310.0k |
| CI INVESTMENTS INC. 0.45% of their portfolio | 2.8m $106.1m | Reduced -34.5k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 2.8m $104.3m | Reduced -63.1k |
| Legal & General Group Plc 0.02% of their portfolio | 2.3m $88.3m | Added +39.2k |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 2.1m $80.9m | Added +950.3k |
| BAMCO INC /NY/ 0.21% of their portfolio | 1.9m $71.8m | Added +1.2m |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 1.9m $71.5m | Added +949.5k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.71% of their portfolio | 1.8m $69.0m | Added +1.3m |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.7m $62.8m | Reduced -302.9k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2.74% of their portfolio | 1.7m $62.7m | New |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 1.6m $61.3m | Added +184.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.6m $60.0m | Reduced -1.6m |
| Balyasny Asset Management L.P. 0.15% of their portfolio | 1.6m $59.6m | Added +603.4k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 1.6m $59.0m | Reduced -298.7k |
| California Public Employees Retirement System 0.04% of their portfolio | 1.5m $55.1m | Added +11.7k |
| AEW CAPITAL MANAGEMENT L P 2.61% of their portfolio | 1.4m $53.3m | Reduced -270.7k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.53% of their portfolio | 1.4m $51.1m | Reduced -157.8k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 1.3m $50.8m | Added +129.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $49.6m | Added +134.0k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.3m $49.3m | New |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.71% of their portfolio | 1.2m $46.1m | Added +821.9k |
| UBS Group AG 0.01% of their portfolio | 1.2m $45.2m | Reduced -314.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 1.2m $44.8m | Added +40.3k |
| PGGM Investments 0.54% of their portfolio | 1.1m $40.2m | Unchanged |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 984.7k $37.2m | Reduced -1.8k |
| Ceredex Value Advisors LLC 0.81% of their portfolio | 979.8k $37.0m | Added +61.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.26% of their portfolio | 975.7k $36.9m | Added +43.2k |
| Swiss National Bank 0.03% of their portfolio | 936.3k $35.4m | Added +6.2k |
| Adelante Capital Management LLC 2.61% of their portfolio | 913.6k $34.5m | Added +75.8k |
| Land & Buildings Investment Management, LLC 7.05% of their portfolio | 880.6k $33.3m | Added +142.7k |
| Waterfront Capital Partners, LLC 5.45% of their portfolio | 842.0k $31.8m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 829.0k $31.3m | New |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 812.3k $30.7m | Added +68.8k |
| Retirement Systems of Alabama 0.12% of their portfolio | 801.5k $30.3m | Added +382 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 794.2k $30.0m | Added +176.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 746.5k $28.2m | New |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 724.6k $27.4m | Reduced -154.6k |
| Focus Partners Wealth 0.07% of their portfolio | 689.5k $26.1m | Reduced -654.3k |
| Asset Management One Co., Ltd. 0.09% of their portfolio | 688.0k $26.0m | Added +22.4k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 676.0k $25.6m | Added +31.0k |
| BARCLAYS PLC 0.01% of their portfolio | 638.9k $24.2m | Reduced -37.5k |
| Uniplan Investment Counsel, Inc. 2.27% of their portfolio | 617.0k $23.3m | Reduced -44.6k |
| Gotham Asset Management, LLC 0.19% of their portfolio | 616.8k $23.3m | Added +88.4k |
| Amundi 0.01% of their portfolio | 581.5k $21.6m | Added +33.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 576.1k $21.8m | Added +3.2k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 570.0k $21.6m | Added +43.2k |
| Alberta Investment Management Corp 0.14% of their portfolio | 555.0k $21.0m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.08% of their portfolio | 552.3k $20.9m | Reduced -15.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 533.6k $20.2m | Reduced -28.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 532.0k $20.1m | Added +28.0k |
| AXA S.A. 0.07% of their portfolio | 528.3k $20.0m | Reduced -9.8k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 508.6k $19.2m | Reduced -17.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 508.6k $19.2m | Added +52.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 498.3k $18.8m | Added +9.5k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 477.8k $18.1m | Reduced -387.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.27% of their portfolio | 431.4k $16.3m | Added +377.6k |
| State of New Jersey Common Pension Fund D 0.07% of their portfolio | 398.6k $15.1m | Reduced -3.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 374.4k $14.2m | Reduced -7.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 372.9k $14.1m | Reduced -148.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 372.9k $14.1m | Reduced -94.9k |
| CHILTON CAPITAL MANAGEMENT LLC 0.60% of their portfolio | 369.1k $14.0m | Reduced -3.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% of their portfolio | 355.1k $13.4m | Reduced -265.0k |
| EASTERLY INVESTMENT PARTNERS LLC 1.11% of their portfolio | 353.2k $13.4m | Reduced -139.7k |
| Corebridge Financial, Inc. 0.08% of their portfolio | 350.5k $13.3m | Reduced -8.6k |
| Eisler Capital Management Ltd. 0.40% of their portfolio | 349.8k $13.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 341.9k $12.9m | Reduced -40.3k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 337.2k $12.7m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 322.6k $12.2m | Added +1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 317.3k $12.0m | Reduced -2.5m |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 314.0k $11.8m | Reduced -48.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 291.5k $11.0m | Added +1.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.07% of their portfolio | 282.5k $10.7m | Added +213.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 279.3k $10.6m | Reduced -10.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 262.4k $9.9m | Reduced -186 |
| Korea Investment CORP 0.02% of their portfolio | 261.8k $9.9m | Reduced -86.6k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 259.7k $9.5m | Reduced -4.4k |
| New Age Alpha Advisors, LLC 0.44% of their portfolio | 259.0k $9.8m | Reduced -86.4k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 258.1k $9.8m | Added +33.5k |