🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

American Homes 4 Rent

AMH Real Estate
$31.92 +$0.02 (0.06%)
Market Cap: $13.09 B
Gurus Holding
8
Popularity Rank
#781
% of Shares Held
2.82%
Net Activity (Q2 2026)
+$154.68 M

Guru Ownership Trend

Guru Analysis for American Homes 4 Rent (AMH)

American Homes 4 Rent (AMH), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $369.32 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $154.68 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 4.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$156.9 M
Total Buy Value
New Buys 3
Additions 3
-$2.22 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for American Homes 4 Rent (AMH)

Major holders include Cliff Asness ($260.32 M), Joel Greenblatt ($42.16 M), Paul Tudor Jones ($32.39 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 11.57 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $154.68 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited AMH. The total reported sell value was $2.22 M.

Yes, 3 managers opened new positions in AMH, and 3 increased their existing holdings. The total reported buy value was $156.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 61.5% 7,766,128 $260.32 M Q2 2026
0.10% Add 86.4% 1,257,631 $42.16 M Q2 2026
0.05% Reduce -4.1% 966,194 $32.39 M Q2 2026
0.03% New Buy 553,129 $18.54 M Q2 2026
0.02% New Buy 532,821 $17.86 M Q2 2026
0.05% Add 17.5% 325,590 $10.91 M Q2 2026
0.05% 163,905 $5.49 M Q2 2026
0.00% New Buy 4,859 $162,874 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form