Aaron Wealth Advisors LLC AMH — AMERICAN HOMES 4 RENT

Ownership history in Aaron Wealth Advisors LLC  ·  4 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported AMERICAN HOMES 4 RENT (AMH) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows AMH at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in AMERICAN HOMES 4 RENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AMH was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMH stock page Aaron Wealth Advisors LLC fund profile Aaron Wealth Advisors LLC full holdings
How Aaron Wealth Advisors LLC held AMH — position size vs. price
% of Fund (quarterly)    AMH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 24,698 +12,227 +98.0% 0.04% $751K 2026-10-13 $30.63
2026 Q2 REDUCED 11.5% -7.9% ✅ 12,471 -1,614 -11.5% 0.02% $418K 2026-07-16 $33.98
2025 Q4 ADDED — — — 14,085 +4,878 +53.0% 0.02% $452K 2026-01-21 $30.91
2025 Q3 INITIATED — — — 9,207 — — 0.02% $306K 2025-10-03 $31.31

🏢 Other funds also holding AMH

As of 2026 Q3 — sorted by position size

Pensionfund PDN 3Y 7Y 1.18% Pensionfund Sabic 3Y 7Y 1.17% LDR Capital Management LLC 3Y 7Y 0.31% Gilman Hill Asset Management, LLC 3Y 7Y 0.07% Versant Capital Management, Inc 3Y 7Y 0.03% Essential Partners LLC 0.03% OSLO PENSJONSFORSIKRING AS 0.02% ELEVATION WEALTH PARTNERS, LLC 3Y 0.02% NorthCrest Asset Manangement, LLC 3Y 0.01% True Wealth Design, LLC 3Y 0.01%

FAQ About Aaron Wealth Advisors LLC and AMH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning AMH?

Aaron Wealth Advisors LLC reported AMH across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported AMH position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for AMH was 0.04% in 2026 Q3.

What is the latest reported AMH position on this page?

The most recent filing on this page is 2026 Q3, when Aaron Wealth Advisors LLC reported 24,698 shares, equal to 0.04% of portfolio, with an estimated market value of $751K.

What does the chart on this AMH ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly AMH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aaron Wealth Advisors LLC time their AMH position?

Based on 13F filing dates vs. subsequent AMH price moves, Aaron Wealth Advisors LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AMH relative to SPY over the holding period was -16.4%.

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