Chris Davis's AMH Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 278,610 shares of American Homes 4 Rent (AMH) worth $8.94 M, representing 0.04% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 44 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 Q3 2024, adding 218,090 shares. Largest reduction occurred in Q1 2017, reducing 568,049 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -6,990 | Reduce 2.45% | 278,610 | $32.10 |
| Q3 2025 | +35,240 | Add 14.08% | 285,600 | $33.25 |
| Q2 2025 | +7,240 | Add 2.98% | 250,360 | $36.07 |
| Q1 2025 | +26,450 | Add 12.21% | 243,120 | $37.81 |
| Q4 2024 | -1,420 | Reduce 0.65% | 216,670 | $37.42 |
| Q3 2024 | +218,090 | New Buy | 218,090 | $38.39 |
| Q2 2024 | -245,470 | Sold Out | 0 | $0.00 |
| Q1 2024 | -8,690 | Reduce 3.42% | 245,470 | $36.78 |
| Q4 2023 | -11,100 | Reduce 4.18% | 254,160 | $35.96 |
| Q2 2023 | +5,900 | Add 2.27% | 265,260 | $35.45 |
| Q1 2023 | +1,980 | Add 0.77% | 259,360 | $31.45 |
| Q2 2022 | +8,870 | Add 3.57% | 257,380 | $35.44 |
| Q1 2022 | +3,000 | Add 1.22% | 248,510 | $40.03 |
| Q4 2021 | -13,110 | Reduce 5.07% | 245,510 | $43.61 |
| Q2 2021 | -5,510 | Reduce 2.09% | 258,620 | $38.85 |
| Q4 2020 | +40 | Add 0.02% | 264,130 | $30.00 |
| Q3 2020 | +7,440 | Add 2.90% | 264,090 | $28.48 |
| Q2 2020 | +172,880 | Add 206.37% | 256,650 | $26.90 |
| Q1 2020 | -84,970 | Reduce 50.36% | 83,770 | $23.19 |
| Q3 2019 | +5,800 | Add 3.56% | 168,740 | $25.89 |
| Q2 2019 | +1,740 | Add 1.08% | 162,940 | $24.31 |
| Q1 2019 | +4,030 | Add 2.56% | 161,200 | $22.72 |
| Q4 2018 | -114,216 | Reduce 42.09% | 157,170 | $19.85 |
| Q3 2018 | +136,835 | Add 101.70% | 271,386 | $21.89 |
| Q2 2018 | +6,795 | Add 5.32% | 134,551 | $22.18 |
| Q1 2018 | -26 | Reduce 0.02% | 127,756 | $20.08 |
| Q4 2017 | +127,782 | New Buy | 127,782 | $21.84 |
| Q1 2017 | -568,049 | Sold Out | 0 | $0.00 |
| Q4 2016 | +8,527 | Add 1.52% | 568,049 | $20.98 |
| Q3 2016 | +16 | Add 0.00% | 559,522 | $21.64 |
| Q2 2016 | +489 | Add 0.09% | 559,506 | $20.48 |
| Q1 2016 | -452 | Reduce 0.08% | 559,017 | $15.90 |
| Q3 2015 | -2,763 | Reduce 0.49% | 559,469 | $16.08 |
| Q2 2015 | -18,023 | Reduce 3.11% | 562,232 | $16.04 |
| Q1 2015 | +117,575 | Add 25.41% | 580,255 | $16.55 |
| Q3 2014 | +462,680 | New Buy | 462,680 | $16.89 |
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 44 quarters since Q3 2014.
Chris Davis's largest addition to American Homes 4 Rent (AMH) was in Q3 2014, adding 462,680 shares worth $7.82 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 278,610 shares of American Homes 4 Rent (AMH), valued at approximately $8.94 M.
As of the Q4 2025 filing, American Homes 4 Rent (AMH) represents approximately 0.04% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in American Homes 4 Rent (AMH) was 580,255 shares, as reported at the end of Q1 2015.