American Homes 4 Rent

AMH • NYSE

American Homes 4 Rent is a reit - residential company in the real estate sector on NYSE, led by Bryan Smith, with a market cap of $11.5B. As of Q3 2025, 82% of shares are held by 467 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.06%.

Chief Executive OfficerBryan Smith

Market Cap$11.5B

REIT - Residential

Real Estate

Employees1.7K

Websiteamh.com

Country

United States of America

Overview

Overview of institutional ownership in AMH as of Q3 2025 with a market cap of $12.3B

All Institutions

Institutions: 467
Value Held: $10.1B
Shares Held: 303.4M
Avg Position: $21.6M
Median Position: $942.0K

Hedge Funds

Hedge Funds: 48
Value Held: $449.9M
Shares Held: 13.5M
Avg Position: $9.4M
Median Position: $4.4M

Ownership Breakdown

Institutional (non-HF)

78.22%

$9.6B

Hedge Funds

3.65%

$449.9M

Retail & Other

18.14%

$2.2B

Based on market cap of $12.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AMH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.5B 0.02% of portfolio	12.06% 44.7M shares	Q3 2013 Held for 12y 2m	$6.69T
B BlackRock, Inc. Institution	-	$1.4B 0.03% of portfolio	11.74% 43.5M shares	Q3 2013 Held for 12y 2m	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$612.6M 0.02% of portfolio	4.97% 18.4M shares	Q3 2013 Held for 12y 2m	$2.88T
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$483.8M 0.24% of portfolio	3.92% 14.6M shares	Q4 2015 Held for 9y 11m	$197.71B
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$476.0M 0.87% of portfolio	3.86% 14.3M shares	Q3 2021 Held for 4y 2m	$54.7B
FMR LLC Institution	-	$306.7M 0.02% of portfolio	2.49% 9.2M shares	Q1 2014 Held for 11y 8m	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$262.0M 0.02% of portfolio	2.12% 7.9M shares	Q3 2013 Held for 12y 2m	$1.56T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$238.6M 0.02% of portfolio	1.94% 7.2M shares	Q3 2013 Held for 12y 2m	$1.57T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$223.5M 0.02% of portfolio	1.81% 6.7M shares	Q3 2014 Held for 11y 2m	$912.31B
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	$175.3M 1.76% of portfolio	1.42% 5.3M shares	Q1 2018 Held for 7y 8m	$10.0B

Net Capital Flow

Institutional buying and selling activity for AMH in Q3 2025

Traded: −$173.3M
Buyers: 235
Sellers: 228
Total Bought: +$699.5M
Total Sold: −$872.9M
Avg Position: $19.4M

Biggest Buyers

Institution	Net Bought	Current Position
COHEN & STEERS INC Institution	+$70.0M +2.1M shares	$476.0M 14.3M shares
Long Pond Capital, LP Hedge Fund•Long/Short	+$52.0M +1.6M shares	$52.0M 1.6M shares
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	+$41.5M +1.2M shares	$96.1M 2.9M shares
CBRE CLARION SECURITIES LLC Real Assets	+$40.0M +1.2M shares	$78.9M 2.4M shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	+$36.0M +1.1M shares	$175.3M 5.3M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$33.8M +1.0M shares	$44.6M 1.4M shares
AEW CAPITAL MANAGEMENT L P Real Assets	+$24.7M +741.4K shares	$68.6M 2.1M shares
B BlackRock, Inc. Institution	+$23.2M +697.3K shares	$1.4B 43.5M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$19.8M +595.5K shares	$21.0M 631.5K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$18.1M +543.5K shares	$18.9M 569.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$211.5M −6.4M shares	$262.0M 7.9M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$65.9M −2.0M shares	$9.4M 281.2K shares
Woodline Partners LP Hedge Fund•Long/Short	−$63.2M −1.8M shares	Sold Off 0 shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$62.2M −1.9M shares	$100.5M 3.0M shares
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	−$42.8M −1.2M shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$33.3M −922.9K shares	Sold Off 0 shares
B BNP Paribas Investment Partners S.A. Institution	−$26.4M −795.4K shares	$20.0M 600.7K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$22.2M −667.7K shares	$223.5M 6.7M shares
Invesco Ltd. ETF Provider	−$22.1M −665.9K shares	$157.5M 4.7M shares
A AXA Institution	−$21.7M −600.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AMH in Q3 2025

New Positions: 20
New Value: $24.7M
Exited Positions: 53
Exited Value: $223.5M

New Positions

Institution	Position Value
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$11.3M 341.3K shares
Capital Investment Advisors, LLC RIA/Wealth	$9.2M 277.2K shares
S Stonegate Management LLC Institution	$1.1M 33.3K shares
1 111 Capital Institution	$699.0K 21.0K shares
Scientech Research LLC Hedge Fund•Market Neutral	$644.9K 19.4K shares
MSH Capital Advisors LLC RIA/Wealth	$501.3K 15.1K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$373.7K 11.2K shares
Aaron Wealth Advisors LLC RIA/Wealth	$306.1K 9.2K shares
Requisite Capital Management, LLC RIA/Wealth	$218.9K 6.6K shares
M M&G Plc Institution	$206.0K 6.2K shares

Exited Positions

Institution	Previous Position
Woodline Partners LP Hedge Fund•Long/Short	$63.2M 1.8M shares
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	$42.8M 1.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$33.3M 922.9K shares
A AXA Institution	$21.7M 600.4K shares
LORD, ABBETT & CO. LLC Long Only Manager	$14.2M 395.0K shares
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	$11.1M 307.6K shares
E Eisler Capital Management Ltd. Institution	$7.8M 216.6K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$7.4M 205.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$5.8M 159.7K shares
Advisors Preferred, LLC Institution	$2.5M 69.3K shares

Options Activity

Institutions with the largest Call and Put options positions in AMH as of Q3 2025

Call Positions: 3
Call Value: $761.4K
Put Positions: 2
Put Value: $1.7M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$552.0K 166.0 contracts
J JANE STREET GROUP, LLC Institution	$209.5K 63.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 349.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$571.9K 172.0 contracts

Most Committed Institutions

Institutions with AMH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Masterton Capital Management, LP Hedge Fund•Long/Short	Stephen Michael Mykijewycz CEO	6.72% $12.2M	0.10% 368.4K shares	Q2 2024 Held for 1y 5m	$182.4M
Land & Buildings Investment Management, LLC Hedge Fund•Activist	Jonathan I Litt Managing Partner	5.99% $32.6M	0.26% 981.0K shares	Q4 2024 Held for 11 months	$544.9M
AEW CAPITAL MANAGEMENT L P Real Assets	Jonathan E Martin CEO	3.82% $68.6M	0.56% 2.1M shares	Q4 2019 Held for 5y 11m	$1.8B
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	Ian Scott Mcwilliams Managing Partner	3.77% $96.1M	0.78% 2.9M shares	Q1 2025 Held for 8 months	$2.5B
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	3.42% $52.0M	0.42% 1.6M shares	Q3 2025 Held for 2 months	$1.5B
S Sophron Capital Management L.P. Hedge Fund•Long/Short	George Michael Maslovsky CEO	2.75% $8.9M	0.07% 268.9K shares	Q4 2024 Held for 11 months	$324.6M
B B&I Capital AG Institution	-	2.38% $6.9M	0.06% 207.0K shares	Q4 2020 Held for 4y 11m	$288.9M
A Adelante Capital Management LLC Real Assets	Michael Anthony Torres CEO	2.03% $30.3M	0.25% 912.0K shares	Q4 2019 Held for 5y 11m	$1.5B
L Lightrock Netherlands B.V. Institution	-	1.77% $6.8M	0.06% 239.5K shares	Q4 2024 Held for 11 months	$382.4M
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	1.76% $175.3M	1.42% 5.3M shares	Q1 2018 Held for 7y 8m	$10.0B

Hedge Fund Spotlight

Discover hedge funds investing in AMH

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in American Homes 4 Rent

Market Value: $30.2M
Shares Held: 908.0K
Portfolio Weight: 0.04%
Owned Since: 2025-Q2

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