Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Homes 4 Rent (AMH)

475 + 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
↑ +17
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — AMH

Based on 478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
478 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AMH is almost the same as a year ago (+14 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

259 buying229 selling
Last quarter: 259 funds bought or added vs 229 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.
➡️

Steady new buyers — ~89 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 65 → 79 → 85 → 89. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
291 out of 478 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.
💰

Value +23% but shares only +6% — price-driven

Value
+23%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

72 → 65 → 79 → 85 → 89 new funds/Q
New funds entering each quarter: 65 → 79 → 85 → 89. A growing number of institutions are discovering AMH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 483 holders: 317 (66%) are 2+ year veterans, 53 entered 1–2 years ago, and 113 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
63 of 478 holders are among the 100 largest funds by AUM, controlling 65% 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.

Institutional Sentiment Summary — AMH

In 2026 Q2, 259 hedge funds were net buyers of AMH (89 opened a new position, 170 added to an existing one), while 229 reduced or exited (157 trimmed, 72 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 65% of total institutional value in AMH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 478.

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.

Is It Too Late to Buy American Homes 4 Rent (AMH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMH has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
AMH
-6.8%
XLRE
-2.5%

AMH outperformed XLRE by -4.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
AMH
-7.4%
XLRE
-5.1%

Since the filing became public, AMH outperformed XLRE by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: AMH
475 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 475 461 3.04%
13F Shares 325M 319M 1.74%
Total Value $10.56B $8.85B 19.29%
New Positions 88 85 +3
Increased Positions 165 159 +6
Closed Positions 74 96 -22
Reduced Positions 157 177 -20
Total Calls 3 1 200.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 4.0 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) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

475 + investors

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

QUARTER:
Top 25 AMH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayhunt Capital LLC 8.40% 201,838 $6.5M
2 EMG Holdings, L.P. 7.23% 270,000 $9.1M
3 Lasalle Investment Management Securities LLC 4.30% 3,604,114 $120.8M
4 Masterton Capital Management, LP 3.28% 115,500 $3.9M
5 Aew Capital Management L P 3.03% 1,512,889 $50.7M
6 Sophron Capital Management L.P. 2.94% 283,360 $9.5M
7 Heitman Real Estate Securities LLC 2.63% 1,221,487 $40.9M
8 B&I Capital AG 2.22% 30,030 $1.0M
9 Adelante Capital Management LLC 1.86% 846,202 $28.4M
10 Investure, LLC 1.67% 798,210 $26.8M
11 Duff & Phelps Investment Management Co 1.67% 5,281,145 $177.0M
12 Cbre Investment Management Listed Real Assets LLC 1.65% 3,533,744 $118.5M
13 Third Avenue Management LLC 1.40% 262,058 $8.8M
14 Centersquare Investment Management LLC 1.26% 4,390,840 $147.2M
15 Corbyn Investment Management Inc/Md 0.92% 95,134 $3.2M
16 Lighthouse Investment Partners, LLC 0.82% 891,924 $29.9M
17 Prana Capital Management, LP 0.58% 574,859 $19.3M
18 Berkeley Capital Partners, LLC 0.36% 52,359 $1.8M
19 Apollo Management Holdings, L.P. 0.35% 924,070 $31.0M
20 Diligent Investors, LLC 0.34% 46,062 $1.5M
21 Principal Financial Group Inc 0.34% 20,691,697 $693.6M
22 LDR Capital Management LLC 0.32% 8,293 $278K
23 Ci Investments INC. 0.32% 2,943,084 $98.7M
24 Westpac Banking Corp 0.29% 142,898 $4.8M
25 SummitTX Capital, L.P. 0.24% 282,244 $9.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 53% buying: Last quarter: 259 funds bought or added vs 229 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 — 65% AUM from top-100 funds: 63 of 478 holders are among the 100 largest funds by AUM, controlling 65% 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?

61% of holders stayed for 2+ years: 291 out of 478 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.

Is it too late to buy American Homes 4 Rent (AMH) following the 2026 Q2 hedge fund 13F filings?

As of today, AMH has moved -7.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.1% for the XLRE sector ETF — an outperformance of -2.3%. Since the quarter end (June 30, 2026), AMH has gained -6.8% vs -2.5% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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