Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN HOMES 4 RENT (AMH)

448 + Investors. Track Smart Money conviction in AMH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — AMH

Based on 446 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AMH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
446 hedge funds hold AMH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

235 buying234 selling
Last quarter: 235 funds bought or added vs 234 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new AMH position: 57 → 69 → 64 → 75. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
277 out of 446 hedge funds have held AMH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

54 → 57 → 69 → 64 → 75 new funds/Q
New funds entering each quarter: 57 → 69 → 64 → 75. A growing number of institutions are discovering AMH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 22% new
Of 448 current holders: 298 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
44 of 446 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AMH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AMH

How many hedge funds hold AMH — quarterly history vs. share price
Quarterly hedge fund ownership of AMH vs. share price

Market Analysis: AMH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

70 top-rated funds 0 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AMH
2026 Q1 Stats Unlock in 11 days 448 + Investors

Track Smart Money conviction in AMH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 448 444 0.9%
13F Shares 322M 297M 8.43%
Total Value $10.14B $9.64B 5.11%
New Positions 75 64 +11
Increased Positions 164 165 -1
Closed Positions 69 61 +8
Reduced Positions 168 167 +1
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: AMH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

448 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMH. Verified SEC 13F-HR filings.

Top 25 institutional holders of AMH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AEW CAPITAL MANAGEMENT L P 3.36% 1,660,523 $46.4M
2 B&I Capital AG 1.76% 185,880 $5.2M
3 CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.72% 5,969,032 $166.7M
4 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.33% 4,576,997 $127.8M
5 Pensionfund PDN 1.18% 73,000 $2K
6 Pensionfund Sabic 1.14% 34,000 —
7 Investure, LLC 1.09% 798,210 $22.3M
8 CORBYN INVESTMENT MANAGEMENT INC/MD 0.89% 95,754 $2.7M
9 Stonegate Management LLC 0.73% 33,286 $1.1M
10 LECAP ASSET MANAGEMENT LTD 0.58% 55,143 $1.5M
11 MQS Management LLC 0.37% 19,670 $549K
12 Berkeley Capital Partners, LLC 0.33% 50,475 $1.4M
13 Diligent Investors, LLC 0.32% 46,274 $1.3M
14 PRINCIPAL FINANCIAL GROUP INC 0.28% 18,937,398 $528.7M
15 GSA CAPITAL PARTNERS LLP 0.23% 131,874 $4K
16 Heritage Wealth Management, Inc. 0.22% 15,804 $441K
17 Gallacher Capital Management LLC 0.16% 14,995 $419K
18 Capital Investment Advisors, LLC 0.14% 319,089 $8.9M
19 TECTONIC ADVISORS LLC 0.13% 90,808 $2.5M
20 Y-Intercept (Hong Kong) Ltd 0.13% 247,060 $6.9M
21 Foresight Group Ltd Liability Partnership 0.13% 26,157 $731K
22 Vanderbilt University 0.12% 23,385 $653K
23 First Affirmative Financial Network 0.11% 7,023 $234K
24 INTACT INVESTMENT MANAGEMENT INC. 0.10% 125,910 $3.5M
25 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.10% 17,300 $483K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMERICAN HOMES 4 RENT (AMH)

What does the Smart Money Trend signal show for AMH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AMH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMH?

Slight buying edge — 50% buying: Last quarter: 235 funds bought or added vs 234 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMH holders?

Elite ownership — 59% AUM from top-100 funds: 44 of 446 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AMH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMH?

62% of holders stayed for 2+ years: 277 out of 446 hedge funds have held AMH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.