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American Homes 4 Rent

AMH Real Estate
$28.17 +$0.25 (0.90%)
Market Cap: $11.66 B
Gurus Holding
6
Popularity Rank
#1282
% of Shares Held
1.21%
Net Activity (Q4 2025)
+$72.37 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $140.73 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $72.37 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 72.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$101.09 M
Total Buy Value
New Buys 0
Additions 2
-$28.73 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for American Homes 4 Rent (AMH)

Major holders include Cliff Asness ($99.92 M), Joel Greenblatt ($25.02 M), Renaissance Technologies (RenTech) ($15.54 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $72.37 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AMH. The total reported sell value was $28.73 M.

Yes, 0 managers opened new positions in AMH, and 2 increased their existing holdings. The total reported buy value was $101.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 1299.8% 3,112,624 $99.92 M Q4 2025
0.09% Add 49.8% 779,581 $25.02 M Q4 2025
0.02% Reduce -46.7% 484,229 $15.54 M Q4 2025
0.04% Reduce -2.5% 278,610 $8.94 M Q4 2025
0.01% Reduce -72.0% 176,639 $5.67 M Q4 2025
0.05% Reduce -0.3% 163,905 $5.26 M Q4 2025
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