AMH — AMERICAN HOMES 4 RENT

Ownership history in Masterton Capital Management, LP  ·  13 quarters on record

AI Ownership Summary

Masterton Capital Management, LP reported AMERICAN HOMES 4 RENT (AMH) in 13 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 12.52% in 2025 Q2. The latest visible filing shows AMH at 7.85% 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 Masterton Capital Management, LP'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 Q4

AMH was reported at 7.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.52% 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
2024 Q2 to 2025 Q4

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 Masterton Capital Management, LP fund profile Masterton Capital Management, LP full holdings
How Masterton Capital Management, LP held AMH — position size vs. price
% of Fund (quarterly)    AMH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 350,715 -17,700 -4.8% 7.85% $11.3M 2026-02-14 (Est.) $31.26
2025 Q3 ADDED 368,415 +61,591 +20.1% 6.72% $12.2M 2025-11-14 $31.32
2025 Q2 ADDED 306,824 +102,070 +49.9% 12.52% $20.7M 2025-08-14 $33.56
2025 Q1 REDUCED 204,754 -117,228 -36.4% 5.28% $7.7M 2025-05-15 $36.85
2024 Q4 ADDED 321,982 +243,548 +310.5% 6.83% $12.0M 2025-02-14 $33.62
2024 Q3 REDUCED 78,434 -267,460 -77.3% 2.01% $3.0M 2024-11-14 $35.54
2024 Q2 ADDED 345,894 +72,476 +26.5% 9.18% $12.9M 2024-08-14 $36.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMH

As of 2025 Q4 — sorted by position size

Land & Buildings Investment Management, LLC 3Y 7Y 5.76% AEW CAPITAL MANAGEMENT L P 3Y 7Y 4.35% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.93% Adelante Capital Management LLC 3Y 7Y 2.81% ALGEBRIS (UK) LTD 3Y 7Y 2.68% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.29% B&I Capital AG 3Y 2.27% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.94% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.66% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.62%

FAQ About Masterton Capital Management, LP and AMH

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

How long has Masterton Capital Management, LP reported owning AMH?

Masterton Capital Management, LP reported AMH across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AMH position in Masterton Capital Management, LP's portfolio?

The largest reported portfolio weight for AMH was 12.52% in 2025 Q2.

What is the latest reported AMH position on this page?

The most recent filing on this page is 2025 Q4, when Masterton Capital Management, LP reported 350,715 shares, equal to 7.85% of portfolio, with an estimated market value of $11.3M.

What does the chart on this AMH ownership page compare?

The chart compares Masterton Capital Management, LP'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.

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