Retirement Systems of Alabama AMH — AMERICAN HOMES 4 RENT

Ownership history in Retirement Systems of Alabama  ·  10 quarters on record

AI Ownership Summary

Retirement Systems of Alabama reported AMERICAN HOMES 4 RENT (AMH) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows AMH at 0.07% 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 Retirement Systems of Alabama'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 Q2

AMH was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Retirement Systems of Alabama fund profile Retirement Systems of Alabama full holdings
How Retirement Systems of Alabama 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 688,426 -227,650 -24.9% 0.07% $23.1M 2026-07-28 $33.43
2026 Q1 ADDED — — — 916,076 +8,406 +0.9% 0.09% $25.6M 2026-04-24 $29.93
2025 Q4 REDUCED — — — 907,670 -2,693 -0.3% 0.09% $29.1M 2026-01-15 $30.72
2025 Q3 ADDED — — — 910,363 +106,550 +13.3% 0.10% $30.3M 2025-10-31 $30.31
2025 Q2 ADDED — — — 803,813 +2,306 +0.3% 0.10% $29.0M 2025-08-04 $33.73
2025 Q1 ADDED — — — 801,507 +382 +0.0% 0.12% $30.3M 2025-04-21 $34.36
2024 Q4 ADDED — — — 801,125 +3,510 +0.4% 0.11% $30.0M 2025-01-27 $32.54
2024 Q3 ADDED — — — 797,615 +15,931 +2.0% 0.11% $30.6M 2024-12-06 $34.59
2024 Q2 ADDED — — — 781,684 +382,294 +95.7% 0.11% $29.0M 2024-07-24 $32.94
2024 Q1 INITIATED — — — 399,390 — — 0.06% $14.7M 2024-04-30 $32.78

🏢 Other funds also holding AMH

As of 2026 Q2 — sorted by position size

Bayhunt Capital LLC 8.4% EMG Holdings, L.P. 3Y 7.23% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 4.3% Masterton Capital Management, LP 3Y 3.28% AEW CAPITAL MANAGEMENT L P 3Y 7Y 3.03% Sophron Capital Management L.P. 2.94% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 2.63% B&I Capital AG 3Y 2.22% Adelante Capital Management LLC 3Y 7Y 1.86% Investure, LLC 3Y 7Y 1.67%

FAQ About Retirement Systems of Alabama and AMH

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

How long has Retirement Systems of Alabama reported owning AMH?

Retirement Systems of Alabama reported AMH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMH position in Retirement Systems of Alabama's portfolio?

The largest reported portfolio weight for AMH was 0.12% in 2025 Q1.

What is the latest reported AMH position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Systems of Alabama reported 688,426 shares, equal to 0.07% of portfolio, with an estimated market value of $23.1M.

What does the chart on this AMH ownership page compare?

The chart compares Retirement Systems of Alabama'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 Retirement Systems of Alabama time their AMH position?

Based on 13F filing dates vs. subsequent AMH price moves, Retirement Systems of Alabama correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AMH relative to SPY over the holding period was -16.1%.

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