Chris Davis's AMH Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 285,600 shares of American Homes 4 Rent (AMH) worth $9.5 M, representing 0.05% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in AMH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 172,880 shares. Largest reduction occurred in Q4 2017, reducing 440,267 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's American Homes 4 Rent (AMH) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Homes 4 Rent (AMH) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +462,680 | New Buy | 462,680 | $16.89 |
| Q1 2015 | +117,575 | Add 25.41% | 580,255 | $16.55 |
| Q2 2015 | -18,023 | Reduce 3.11% | 562,232 | $16.04 |
| Q3 2015 | -2,763 | Reduce 0.49% | 559,469 | $16.08 |
| Q1 2016 | -452 | Reduce 0.08% | 559,017 | $15.90 |
| Q2 2016 | +489 | Add 0.09% | 559,506 | $20.48 |
| Q3 2016 | +16 | Add 0.00% | 559,522 | $21.64 |
| Q4 2016 | +8,527 | Add 1.52% | 568,049 | $20.98 |
| Q1 2017 | -568,049 | Sold Out | 568,049 | $0.00 |
| Q4 2017 | +127,782 | New Buy | 127,782 | $21.84 |
| Q1 2018 | -26 | Reduce 0.02% | 127,756 | $20.08 |
| Q2 2018 | +6,795 | Add 5.32% | 134,551 | $22.18 |
| Q3 2018 | +136,835 | Add 101.70% | 271,386 | $21.89 |
| Q4 2018 | -114,216 | Reduce 42.09% | 157,170 | $19.85 |
| Q1 2019 | +4,030 | Add 2.56% | 161,200 | $22.72 |
| Q2 2019 | +1,740 | Add 1.08% | 162,940 | $24.31 |
| Q3 2019 | +5,800 | Add 3.56% | 168,740 | $25.89 |
| Q1 2020 | -84,970 | Reduce 50.36% | 83,770 | $23.19 |
| Q2 2020 | +172,880 | Add 206.37% | 256,650 | $26.90 |
| Q3 2020 | +7,440 | Add 2.90% | 264,090 | $28.48 |
| Q4 2020 | +40 | Add 0.02% | 264,130 | $30.00 |
| Q2 2021 | -5,510 | Reduce 2.09% | 258,620 | $38.85 |
| Q4 2021 | -13,110 | Reduce 5.07% | 245,510 | $43.61 |
| Q1 2022 | +3,000 | Add 1.22% | 248,510 | $40.03 |
| Q2 2022 | +8,870 | Add 3.57% | 257,380 | $35.44 |
| Q1 2023 | +1,980 | Add 0.77% | 259,360 | $31.45 |
| Q2 2023 | +5,900 | Add 2.27% | 265,260 | $35.45 |
| Q4 2023 | -11,100 | Reduce 4.18% | 254,160 | $35.96 |
| Q1 2024 | -8,690 | Reduce 3.42% | 245,470 | $36.78 |
| Q2 2024 | -245,470 | Sold Out | 245,470 | $0.00 |
| Q3 2024 | +218,090 | New Buy | 218,090 | $38.39 |
| Q4 2024 | -1,420 | Reduce 0.65% | 216,670 | $37.42 |
| Q1 2025 | +26,450 | Add 12.21% | 243,120 | $37.81 |
| Q2 2025 | +7,240 | Add 2.98% | 250,360 | $36.07 |
| Q3 2025 | +35,240 | Add 14.08% | 285,600 | $33.25 |
Chris Davis's American Homes 4 Rent Investment FAQs
Chris Davis first purchased American Homes 4 Rent (AMH) in Q3 2014, acquiring 462,680 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held American Homes 4 Rent (AMH) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to American Homes 4 Rent (AMH) was in Q3 2014, adding 462,680 shares worth $7.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 285,600 shares of American Homes 4 Rent (AMH), valued at approximately $9.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, American Homes 4 Rent (AMH) represents approximately 0.05% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in American Homes 4 Rent (AMH) was 580,255 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.