Cliff Asness's AMH Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 3.11 M shares of American Homes 4 Rent (AMH) worth $99.92 M, representing 0.05% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AMH, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 2.89 M shares. Largest reduction occurred in Q2 2022, reducing 67,013 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness'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 Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.89 M | Add 1299.81% | 3.11 M | $32.10 |
| Q3 2025 | +38,402 | Add 20.88% | 222,361 | $32.68 |
| Q2 2025 | +68,409 | Add 59.20% | 183,959 | $35.78 |
| Q1 2025 | -33,013 | Reduce 22.22% | 115,550 | $37.80 |
| Q4 2024 | +81,218 | Add 120.60% | 148,563 | $37.20 |
| Q3 2024 | +13,823 | Add 25.83% | 67,345 | $38.26 |
| Q2 2024 | -4,947 | Reduce 8.46% | 53,522 | $36.73 |
| Q1 2024 | +32,635 | Add 126.33% | 58,469 | $36.78 |
| Q4 2023 | -6,241 | Reduce 19.46% | 25,834 | $35.96 |
| Q3 2023 | -5,867 | Reduce 15.46% | 32,075 | $33.69 |
| Q2 2023 | +3,216 | Add 9.26% | 37,942 | $35.45 |
| Q1 2023 | -10,756 | Reduce 23.65% | 34,726 | $31.12 |
| Q4 2022 | -1,587 | Reduce 3.37% | 45,482 | $30.14 |
| Q3 2022 | +1,882 | Add 4.16% | 47,069 | $32.80 |
| Q2 2022 | -67,013 | Reduce 59.73% | 45,187 | $35.05 |
| Q1 2022 | -10,154 | Reduce 8.30% | 112,200 | $40.03 |
| Q4 2021 | +97,431 | Add 390.93% | 122,354 | $43.61 |
| Q3 2021 | +4,555 | Add 22.36% | 24,923 | $38.12 |
| Q2 2021 | -30,543 | Reduce 59.99% | 20,368 | $38.84 |
| Q1 2021 | +34,709 | Add 214.23% | 50,911 | $33.33 |
| Q4 2020 | -24,051 | Reduce 59.75% | 16,202 | $29.75 |
| Q3 2020 | +1,147 | Add 2.93% | 40,253 | $28.47 |
| Q2 2020 | +1,282 | Add 3.39% | 39,106 | $26.72 |
| Q1 2020 | -24,283 | Reduce 39.10% | 37,824 | $23.21 |
| Q4 2019 | -3,150 | Reduce 4.83% | 62,107 | $26.21 |
| Q3 2019 | -2,164 | Reduce 3.21% | 65,257 | $25.90 |
| Q2 2019 | -19,367 | Reduce 22.32% | 67,421 | $24.31 |
| Q1 2019 | -5,968 | Reduce 6.43% | 86,788 | $22.72 |
| Q4 2018 | +2,997 | Add 3.34% | 92,756 | $19.85 |
| Q3 2018 | +3,632 | Add 4.22% | 89,759 | $21.89 |
| Q2 2018 | +3,125 | Add 3.76% | 86,127 | $22.18 |
| Q1 2018 | +10,095 | Add 13.85% | 83,002 | $20.08 |
| Q4 2017 | +14,085 | Add 23.95% | 72,907 | $21.84 |
| Q3 2017 | +2,193 | Add 3.87% | 58,822 | $21.71 |
| Q2 2017 | -1,687 | Reduce 2.89% | 56,629 | $22.57 |
| Q1 2017 | -21,947 | Reduce 27.34% | 58,316 | $22.96 |
| Q4 2016 | -15,729 | Reduce 16.39% | 80,263 | $20.98 |
| Q3 2016 | +70,830 | Add 281.50% | 95,992 | $21.64 |
| Q2 2016 | +25,162 | New Buy | 25,162 | $20.47 |
| Q4 2015 | -11,100 | Sold Out | 0 | $0.00 |
| Q3 2015 | +11,100 | New Buy | 11,100 | $16.04 |
Cliff Asness's American Homes 4 Rent Investment FAQs
Cliff Asness first purchased American Homes 4 Rent (AMH) in Q3 2015, acquiring 11,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held American Homes 4 Rent (AMH) for 41 quarters since Q3 2015.
Cliff Asness's largest addition to American Homes 4 Rent (AMH) was in Q4 2025, adding 3,112,624 shares worth $99.92 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 3,112,624 shares of American Homes 4 Rent (AMH), valued at approximately $99.92 M.
As of the Q4 2025 filing, American Homes 4 Rent (AMH) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in American Homes 4 Rent (AMH) was 3,112,624 shares, as reported at the end of Q4 2025.