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American Homes 4 Rent

AMH Real Estate
$32.27 +$0.16 (0.50%)
Market Cap: $13.25 B
Gurus Holding
6
Popularity Rank
#1311
% of Shares Held
1.69%
Net Activity (Q1 2026)
+$52.85 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $224.63 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.85 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 470.3%. Conversely, Joel Greenblatt reduced exposure by 13.5%.

Key Holders

Top 5 by Value

$134.23 M
$28.13 M
$18.84 M
$7.74 M
$4.58 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$71.36 M
Total Buy Value
New Buys 1
Additions 2
-$18.51 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for American Homes 4 Rent (AMH)

Major holders include Cliff Asness ($134.23 M), Paul Tudor Jones ($28.13 M), Joel Greenblatt ($18.84 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.96 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.85 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AMH. The total reported sell value was $18.51 M.

Yes, 1 managers opened new positions in AMH, and 2 increased their existing holdings. The total reported buy value was $71.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 54.5% 4,807,501 $134.23 M Q1 2026
0.05% Add 470.3% 1,007,393 $28.13 M Q1 2026
0.06% Reduce -13.5% 674,678 $18.84 M Q1 2026
0.04% Reduce -0.5% 277,170 $7.74 M Q1 2026
0.05% 163,905 $4.58 M Q1 2026
0.00% New Buy 30,228 $843,966 Q1 2026
Date
Insider Name
Transaction
Value
Shares
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SEC Form