Follow-The-Filings

Security

AMH

American Homes 4 Rent · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 new 2 exits max 1.2% (Third Avenue Management LLC)

grid → activity →
owners 14
max % 1.2%
tracked value $2.5B
qoq N 3 A 4 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Third Avenue Management LLC 2026 Q1 1.2% Reduce -0.44 pp 262,520 $7M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 22,139,313 $711M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.01 pp 4,807,501 $134M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 674,678 $19M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 1,113,598 $31M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.0% Reduce 0.00 pp 277,170 $8M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 2,740,570 $77M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 44,716,980 $1.4B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 1,460,120 $41M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce -0.01 pp 93,977 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 506,799 $14M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 90,835 $3M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 30,228 $844 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 402 $11 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 1,698,687 $55M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 484,229 $16M hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $432.14M $468.14M $513.39M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $12.69B $13.38B $13.24B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $6.97B $7.16B $7.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $738.69M $811.54M $864.33M
Cash from investing -$692.58M -$825.88M -$328.17M
Cash from financing -$42.21M $142.7M -$655.69M
Net change in cash $3.9M $128.36M -$119.53M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders