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 ($32.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.95. Options: 3 managers hold calls ($594.7k notional), 7 hold puts ($3.9m).
Trends to Q1 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 |
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 2024 | 220 | 186 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.3m | $2.4m | 1.89 |
| Q3 2025 | $1.1m | $2.3m | 2.05 |
| Q4 2025 | $1.6m | $1.1m | 0.65 |
| Q1 2026 | $594.7k | $3.9m | 6.48 |
Biggest buyers
| UBS Group AG | Added | +4.0m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +3.1m |
| Qube Research & Technologies Ltd | New | +2.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.7m |
| PGGM Investments | New | +1.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.6m |
| D. E. Shaw & Co., Inc. | New | +1.5m |
| Balyasny Asset Management L.P. | New | +1.1m |
| Long Pond Capital, LP | New | +1.1m |
| Prana Capital Management, LP | New | +1.1m |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -8.2m |
| STATE STREET CORP | Reduced | -2.2m |
| Invesco Ltd. | Reduced | -2.2m |
| MARSHALL WACE, LLP | Sold out | -1.7m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -1.6m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.5m |
| Freestone Grove Partners LP | Reduced | -1.1m |
| Land & Buildings Investment Management, LLC | Sold out | -1.1m |
| Engineers Gate Manager LP | Reduced | -1.1m |
| ALGEBRIS (UK) LTD | Sold out | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $499.8k17.9k shares |
| SIMPLEX TRADING, LLC | New | $64.2k2.3k shares |
| GROUP ONE TRADING LLC | Reduced | $30.7k1.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m62.1k shares |
| GOLDMAN SACHS GROUP INC | New | $614.2k22.0k shares |
| Dockside LLC | New | $585.1k21.0k shares |
| CITADEL ADVISORS LLC | New | $407.6k14.6k shares |
| IMC-Chicago, LLC | New | $323.9k11.6k shares |
| GROUP ONE TRADING LLC | Added | $184.3k6.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.6k200 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-03 | Goldberg David Director · IRA | Bought | $58.6k2.0k shares |
| 2026-03-02 | BENHAM DOUGLAS N Director · IRA · Series H Perpetual Preferred Shares | Bought | $29.0k1.2k shares |
| 2026-02-25 | BENHAM DOUGLAS N Director · IRA · Series H Perpetual Preferred Shares | Bought | $37.7k1.6k shares |
| 2026-02-24 | Reitz Brian Chief Accounting Officer | Sold | $205.4k7.0k shares |
| 2026-02-24 | Goldberg David Director · IRA | Bought | $58.3k2.0k shares |
| 2026-02-23 | BENHAM DOUGLAS N Director | Bought | $58.3k2.0k shares |
| 2026-02-23 | CORRIGAN JACK E Director · IRA · Series G Perpetual Preferred Shares | Bought | $52.8k2.3k shares |
| 2026-02-23 | CORRIGAN JACK E Director · By Child 2 · Series G Perpetual Preferred Shares | Bought | $22.9k1.0k shares |
| 2026-02-23 | CORRIGAN JACK E Director · By Child 1 · Series G Perpetual Preferred Shares | Bought | $22.9k1.0k shares |
| 2026-02-23 | CORRIGAN JACK E Director · By Spouse IRA · Series G Perpetual Preferred Shares | Bought | $6.9k300 shares |
| 2026-02-23 | CORRIGAN JACK E Director · FBO Grandchild 4 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2026-02-23 | CORRIGAN JACK E Director · FBO Grandchild 5 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2026-02-23 | CORRIGAN JACK E Director · FBO Grandchild 6 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 shares |
| 2026-02-23 | CORRIGAN JACK E Director · FBO Grandchild 3 Custodial Account · Series G Perpetual Preferred Shares | Bought | $2.3k100 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 44.5m $1.2bn | Added +398.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 28.7m $800.9m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.28% of their portfolio | 18.9m $528.7m | Added +3.1m |
| STATE STREET CORP 0.02% of their portfolio | 16.2m $452.8m | Reduced -2.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 14.6m $408.4m | First filing |
| FMR LLC 0.01% of their portfolio | 9.3m $259.4m | Added +163.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.6m $210.9m | Added +196.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 6.6m $185.4m | Reduced -71.8k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.72% of their portfolio | 6.0m $166.7m | Reduced -166.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.7m $158.4m | Reduced -79.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 5.1m $142.1m | Added +305.5k |
| UBS Group AG 0.02% of their portfolio | 5.0m $140.5m | Added +4.0m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 4.9m $137.1m | Reduced -19.6k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 4.8m $134.2m | Added +1.7m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.33% of their portfolio | 4.6m $127.8m | Added +20.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 4.1m $115.2m | Added +834.4k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 4.0m $112.0m | Reduced -589.1k |
| Invesco Ltd. 0.01% of their portfolio | 3.9m $110.1m | Reduced -2.2m |
| Nuveen, LLC 0.03% of their portfolio | 3.8m $105.4m | Added +383.5k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 4.01% of their portfolio | 3.6m $101.5m | Added +577.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 3.5m $99.0m | Added +1.6m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.4m $94.7m | Reduced -389.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.35% of their portfolio | 3.3m $90.8m | Reduced -1.6m |
| CI INVESTMENTS INC. 0.40% of their portfolio | 3.0m $82.6m | Added +496.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.8m $77.8m | Reduced -197.4k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 2.7m $76.5m | Added +595.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 2.6m $78.4m | Reduced -194.9k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 2.4m $67.4m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.2m $62.2m | Reduced -306.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.2m $60.1m | Reduced -852.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.0m $56.6m | First filing |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 2.0m $54.5m | Reduced -569.6k |
| Legal & General Group Plc 0.01% of their portfolio | 2.0m $54.5m | Reduced -520.3k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 1.8m $49.8m | Reduced -179.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $48.7m | Reduced -689.5k |
| PGGM Investments 0.82% of their portfolio | 1.7m $46.9m | New |
| AEW CAPITAL MANAGEMENT L P 3.36% of their portfolio | 1.7m $46.4m | Reduced -212.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $44.9m | Added +656.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 1.6m $44.1m | Added +534.3k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 1.6m $44.0m | Reduced -909.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.5m $40.8m | New |
| Quantinno Capital Management LP 0.06% of their portfolio | 1.4m $37.9m | Added +587.2k |
| Holocene Advisors, LP 0.09% of their portfolio | 1.4m $37.9m | Added +781.7k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.3m $36.7m | Added +131.4k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 1.1m $31.1m | New |
| Long Pond Capital, LP 3.17% of their portfolio | 1.1m $31.0m | New |
| Prana Capital Management, LP 0.90% of their portfolio | 1.1m $29.4m | New |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 1.0m $28.1m | Added +830.8k |
| Woodline Partners LP 0.11% of their portfolio | 1.0m $27.9m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 985.3k $27.5m | Added +166.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 947.4k $26.5m | Reduced -29.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 930.4k $26.0m | Reduced -430.4k |
| Apollo Management Holdings, L.P. 0.43% of their portfolio | 924.1k $25.8m | Added +377.2k |
| Retirement Systems of Alabama 0.09% of their portfolio | 916.1k $25.6m | Added +8.4k |
| Adelante Capital Management LLC 1.73% of their portfolio | 904.0k $25.2m | Reduced -396.3k |
| APG Asset Management US Inc. 0.18% of their portfolio | 820.4k $23.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 806.4k $22.5m | Added +534.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 806.1k $22.5m | Reduced -94.5k |
| Investure, LLC 1.09% of their portfolio | 798.2k $22.3m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 781.0k $21.8m | Reduced -95.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 749.8k $20.9m | Reduced -681.1k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 725.3k $20.3m | Reduced -38.0k |
| CITIGROUP INC 0.01% of their portfolio | 677.6k $18.9m | Added +171.5k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 674.7k $18.8m | Reduced -104.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.17% of their portfolio | 674.0k $18.8m | Reduced -116.1k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 663.8k $18.5m | Reduced -689.0k |
| Lighthouse Investment Partners, LLC 0.69% of their portfolio | 663.2k $18.5m | New |
| Swiss National Bank 0.01% of their portfolio | 660.0k $18.4m | Reduced -210.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 578.6k $16.2m | Reduced -9.9k |
| Focus Partners Wealth 0.02% of their portfolio | 573.6k $16.0m | Reduced -11.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 571.5k $16.0m | Reduced -101.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 559.8k $18.0m | Added +49.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.07% of their portfolio | 555.1k $15.5m | Reduced -133.1k |
| Alberta Investment Management Corp 0.10% of their portfolio | 555.0k $15.5m | Unchanged |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% of their portfolio | 528.9k $14.8m | Reduced -80.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 524.9k $14.7m | Reduced -208.8k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 521.8k $14.6m | Reduced -169.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio | 513.6k $14.3m | Reduced -99.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 512.5k $14.3m | Reduced -64.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 506.8k $14.1m | Reduced -119.0k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 501.7k $14.0m | Reduced -117.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 497.8k $13.9m | Reduced -18.2k |
| Swedbank AB 0.01% of their portfolio | 442.0k $12.3m | Reduced -58.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 418.1k $11.7m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 415.3k $11.6m | Added +221.3k |
| Sophron Capital Management L.P. 3.35% of their portfolio | 407.6k $11.4m | Added +301.6k |
| Corient Private Wealth LP 0.02% of their portfolio | 401.4k $11.2m | Added +327.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 391.1k $10.9m | Reduced -313.2k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 390.1k $10.9m | Unchanged |
| NATIXIS 0.04% of their portfolio | 382.1k $10.7m | Added +301.2k |
| CHILTON CAPITAL MANAGEMENT LLC 0.34% of their portfolio | 354.1k $9.9m | Added +20.1k |
| SummitTX Capital, L.P. 0.31% of their portfolio | 349.7k $9.8m | Reduced -255.6k |
| Amundi 0.00% of their portfolio | 331.2k $9.2m | Reduced -526.7k |
| Capital Investment Advisors, LLC 0.13% of their portfolio | 319.1k $8.9m | Added +22.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 315.0k $8.8m | Added +49.6k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 312.3k $8.7m | Reduced -14.8k |
| Vanguard Investments Australia, Ltd. 0.03% of their portfolio | 311.9k $8.7m | First filing |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 300.8k $8.4m | First filing |
| 1832 Asset Management L.P. 0.01% of their portfolio | 294.9k $8.2m | Reduced -31.0k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 293.9k $8.2m | Added +147.5k |