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AMH position history

The shares of American Homes 4 Rent (AMH) that DAVIS SELECTED ADVISERS reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 258,620 shares, $9.9M, 0.05% of portfolio
  2. 2021 Q4: 245,510 shares, $11M, 0.05% of portfolio, Reduce −5.1%
  3. 2022 Q1: 248,510 shares, $9.9M, 0.05% of portfolio, Add +1.2%
  4. 2022 Q2: 257,380 shares, $9.1M, 0.06% of portfolio, Add +3.6%
  5. 2022 Q3: 257,380 shares, $8.4M, 0.06% of portfolio
  6. 2022 Q4: 257,380 shares, $7.8M, 0.05% of portfolio
  7. 2023 Q1: 259,360 shares, $8.2M, 0.05% of portfolio, Add +0.8%
  8. 2023 Q2: 265,260 shares, $9.4M, 0.06% of portfolio, Add +2.3%
  9. 2023 Q3: 265,260 shares, $8.9M, 0.06% of portfolio
  10. 2023 Q4: 254,160 shares, $9.1M, 0.05% of portfolio, Reduce −4.2%
  11. 2024 Q1: 490,940 shares, $18M, 0.10% of portfolio, Add +93.2%
  12. 2024 Q2: 222,270 shares, <0.01% of portfolio, Reduce −54.7%
  13. 2024 Q3: 218,090 shares, $8.4M, 0.05% of portfolio, Reduce −1.9%
  14. 2024 Q4: 216,670 shares, $8.1M, 0.05% of portfolio, Reduce −0.7%
  15. 2025 Q1: 243,120 shares, $9.2M, 0.05% of portfolio, Add +12.2%
  16. 2025 Q2: 250,360 shares, $9M, 0.05% of portfolio, Add +3.0%
  17. 2025 Q3: 571,200 shares, $19M, 0.10% of portfolio, Add +128.2%
  18. 2025 Q4: 278,610 shares, $8.9M, 0.04% of portfolio, Reduce −51.2%
  19. 2026 Q1: 277,170 shares, $7.7M, 0.04% of portfolio, Reduce −0.5%
  20. 2026 Q2: 325,590 shares, $11M, 0.05% of portfolio, Add +17.5%
Holdings date Value % of holdings Shares Filing date All 13F holders