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AMH

Real Estate, filed as AMERICAN HOMES 4 RENT (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 1.4%
  • $20M
  • 1 add 1 exit 1 small

In 2026 Q2 Christopher Davis added to AMH, while Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Third Avenue Management). Not free-float ownership.

  1. Third Avenue Management Reduce 1.4%
  2. Christopher Davis Add 0.05%

Who owns AMH

Sorted by value, long equity only, as of 2026 Q2.

History
Christopher Davis, Davis Selected Advisers 0.05%, was 0.04% Add +17.5% 325,590 $11M History
Third Avenue Management 1.4% Small trim −0.2% 262,058 $8.8M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 93,977 $2.6M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AMH's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AMH insider trades
  • $207K bought by 2 insiders
  • $205K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. David Goldberg Director
    Buy
    $59K 2,000 shares at $29.30 +5.8% to stake
    Traded Mar 3 Filed Mar 9
  2. Brian Reitz Chief Accounting Officer
    Sale
    $205K 7,000 shares at $29.34 22% of stake
    Traded Feb 24 Filed Feb 26
  3. David Goldberg Director
    Buy
    $58K 2,000 shares at $29.17 +6.1% to stake
    Traded Feb 24 Filed Feb 26
  4. Douglas N Benham Director
    Buy
    $58K 2,000 shares at $29.15 +6.2% to stake
    Traded Feb 23 Filed Feb 25
  5. Douglas N Benham Director
    Buy
    $32K 1,000 shares at $31.65 +14% to stake
    Traded Nov 19, 2025 Filed Nov 21, 2025

Also filed in the last 12 months, not counted as buying or selling: 39 trades in other securities, 17 stock grants, 8 share withholdings for taxes, 4 sales back to the company, 3 option exercises, and 1 gift.

Congress

2 members of Congress traded AMH in the last three years: 3 buys and 3 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 25, 2025 filed Oct 22, 2025
  5. Ritchie Torres D-NY-15 Sell $1K–$15K Jul 11, 2025 filed Aug 20, 2025
  6. Ritchie Torres D-NY-15 Buy $1K–$15K Sep 26, 2024 filed Aug 20, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13D/A —
SCHEDULE 13D —
8-K 7.01,9.01
10-Q
8-K 2.02,9.01
424B5
8-K 8.01,9.01
424B7
8-K 7.01,9.01
8-K 5.07
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
SCHEDULE 13G —
DEF 14A
DEFA14A
SCHEDULE 13G/A —
8-K 7.01,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $432.14M $468.14M $513.39M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $12.69B $13.38B $13.24B
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

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.