COOKSON PEIRCE & CO INC AMH — AMERICAN HOMES 4 RENT

Ownership history in COOKSON PEIRCE & CO INC  ·  9 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported AMERICAN HOMES 4 RENT (AMH) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows AMH at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKSON PEIRCE & CO INC'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
2025 Q3

AMH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 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 COOKSON PEIRCE & CO INC fund profile COOKSON PEIRCE & CO INC full holdings
How COOKSON PEIRCE & CO INC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 17,625 +223 +1.3% 0.02% $586K 2025-11-06 $30.92
2025 Q2 ADDED — — — 17,402 +3,043 +21.2% 0.03% $628K 2025-07-30 $34.20
2025 Q1 ADDED — — — 14,359 +1,927 +15.5% 0.03% $543K 2025-05-13 $36.26
2024 Q4 ADDED — — — 12,432 +1,419 +12.9% 0.02% $465K 2025-02-06 $33.71
2024 Q3 REDUCED 6.3% -2.9% ✅ 11,013 -743 -6.3% 0.02% $423K 2024-11-12 $35.37
2024 Q2 ADDED — — — 11,756 +153 +1.3% 0.02% $437K 2024-08-14 $36.06
2024 Q1 ADDED — — — 11,603 +455 +4.1% 0.02% $427K 2024-04-23 $33.27
2023 Q4 REDUCED 26.4% +1.8% ❌ 11,148 -3,992 -26.4% 0.02% $401K 2024-01-30 $32.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMH

As of 2026 Q1 — sorted by position size

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 4.01% AEW CAPITAL MANAGEMENT L P 3Y 7Y 3.36% Sophron Capital Management L.P. 3.35% Long Pond Capital, LP 3Y 7Y 2.96% B&I Capital AG 3Y 1.76% Adelante Capital Management LLC 3Y 7Y 1.73% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.72% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.35% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.33% Taproot Management LP 1.28%

FAQ About COOKSON PEIRCE & CO INC and AMH

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

How long has COOKSON PEIRCE & CO INC reported owning AMH?

COOKSON PEIRCE & CO INC reported AMH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMH position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for AMH was 0.03% in 2025 Q2.

What is the latest reported AMH position on this page?

The most recent filing on this page is 2025 Q3, when COOKSON PEIRCE & CO INC reported 17,625 shares, equal to 0.02% of portfolio, with an estimated market value of $586K.

What does the chart on this AMH ownership page compare?

The chart compares COOKSON PEIRCE & CO INC'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 COOKSON PEIRCE & CO INC time their AMH position?

Based on 13F filing dates vs. subsequent AMH price moves, COOKSON PEIRCE & CO INC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AMH relative to SPY over the holding period was -21.6%.

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