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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $86.06 M.
Top institutional holders include Renaissance Technologies and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $23.04 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 20.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.04% | Add 21.3% | 908,029 | $30.19 M | Q3 2025 | |
| 0.04% | Add 1653.2% | 631,484 | $21 M | Q3 2025 | |
| 0.08% | Reduce -20.7% | 520,551 | $17.31 M | Q3 2025 | |
| 0.05% | Add 14.1% | 285,600 | $9.5 M | Q3 2025 | |
| 0.00% | Add 20.9% | 222,361 | $7.27 M | Q3 2025 | |
| 0.05% | Reduce -4.3% | 164,405 | $5.47 M | Q3 2025 | |
| 0.00% | New Buy | 8,448 | $280,896 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for American Homes 4 Rent (AMH)
Top Guru holders include Renaissance Technologies ($30.19 M), Paul Tudor Jones ($21 M), Joel Greenblatt ($17.31 M). Collectively, tracked Gurus hold 2.74 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $23.04 M, with 5 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of AMH completely. Total sell value was $4.76 M.
Yes, 1 Gurus opened new positions in AMH, and 4 added to their existing holdings. Total buy value was $27.8 M.