Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Homes 4 Rent (AMH)

456 + 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
↓ -12
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — AMH

Based on 459 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AMH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
459 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

245 buying273 selling
Last quarter: 273 funds reduced or exited vs 245 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AMH position: 70 → 65 → 79 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 20% new
287 out of 459 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.
💎

Buying through price weakness — shares -10%, value -25%

Value
-25%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

61 → 70 → 65 → 79 → 85 new funds/Q
New funds entering each quarter: 70 → 65 → 79 → 85. 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 ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 463 holders: 304 (66%) are 2+ year veterans, 54 entered 1–2 years ago, and 105 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
56 of 458 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 245 hedge funds were net buyers of AMH (85 opened a new position, 160 added to an existing one), while 273 reduced or exited (176 trimmed, 97 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 44% of total institutional value in AMH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 459.

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 Q1 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 March 31, 2026 · 79d ago
AMH
+14.0%
XLRE
+7.7%

AMH outperformed XLRE by +6.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
AMH
+4.0%
XLRE
+1.7%

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.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AMH
456 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 456 471 -3.18%
13F Shares 298M 331M -10.09%
Total Value $8.02B $10.76B -25.43%
New Positions 83 79 +4
Increased Positions 159 165 -6
Closed Positions 98 73 +25
Reduced Positions 175 174 +1
Total Calls 1 2 -50.0%
Total Puts 4 1 300.0%
PUT/CALL Ratio 4.0 0.5 Bearish

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 Q1)

456 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lasalle Investment Management Securities LLC 4.01% 3,633,873 $101.5M
2 Aew Capital Management L P 3.36% 1,660,523 $46.4M
3 Sophron Capital Management L.P. 3.35% 407,586 $11.4M
4 Long Pond Capital, LP 2.96% 1,111,773 $31.0M
5 B&I Capital AG 1.76% 185,880 $5.2M
6 Adelante Capital Management LLC 1.73% 903,999 $25.2M
7 Centersquare Investment Management LLC 1.72% 5,969,032 $166.7M
8 Cbre Investment Management Listed Real Assets LLC 1.35% 3,251,430 $90.8M
9 Duff & Phelps Investment Management Co 1.33% 4,576,997 $127.8M
10 Taproot Management LP 1.28% 243,202 $6.8M
11 Third Avenue Management LLC 1.19% 262,520 $7.3M
12 Investure, LLC 1.09% 798,210 $22.3M
13 Prana Capital Management, LP 0.89% 1,053,597 $29.4M
14 Corbyn Investment Management Inc/Md 0.89% 95,754 $2.7M
15 Stonegate Management LLC 0.73% 33,286 $1.1M
16 Lighthouse Investment Partners, LLC 0.64% 663,230 $18.5M
17 12th Street Asset Management Company, LLC 0.63% 138,630 $3.9M
18 Lecap Asset Management Ltd 0.58% 55,143 $1.5M
19 Ci Investments INC. 0.40% 2,959,426 $82.6M
20 Easterly Investment Partners LLC 0.40% 185,924 $5.2M
21 EntryPoint Capital, LLC 0.39% 47,941 $1.3M
22 MQS Management LLC 0.37% 19,670 $549K
23 Chilton Capital Management LLC 0.34% 354,089 $9.9M
24 Apollo Management Holdings, L.P. 0.34% 924,070 $25.8M
25 Berkeley Capital Partners, LLC 0.33% 50,475 $1.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AMH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMH?

More sellers than buyers — 47% buying: Last quarter: 273 funds reduced or exited vs 245 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AMH holders?

Elite ownership — 44% AUM from top-100 funds: 56 of 458 holders are among the 100 largest funds by AUM, controlling 44% 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?

63% of holders stayed for 2+ years: 287 out of 459 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 Q1 hedge fund 13F filings?

As of today, AMH has moved +4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), AMH has gained +14.0% vs +7.7% 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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