Which hedge funds own AMH? AMERICAN HOMES 4 RENT, Q2 2026 13F holders
49 tracked hedge funds disclosed a position in AMH (AMERICAN HOMES 4 RENT) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Masterton Capital Management, LP at 3.3% of its book. 11 opened a new position this quarter: Masterton Capital Management, LP, LDR Capital Management LLC, Fox Run Management, L.L.C., West Family Investments, Inc.. 12 exited: Long Pond Capital, LP, Gillson Capital LP, MQS Management LLC.
- 49
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $46.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $86.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 4.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Long Pond Capital, LP | 3.2% | $31.0m |
| Gillson Capital LP | 0.5% | $6.3m |
| MQS Management LLC | 0.4% | $549k |
| Landscape Capital Management, L.L.C. | 0.2% | $3.3m |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $6.9m |
| Voloridge Investment Management, LLC | 0.1% | $27.5m |
| Quantbot Technologies LP | 0.10% | $2.4m |
| Oak Thistle LLC | 0.06% | $603k |
| Candriam S.C.A. | 0.03% | $5.6m |
| Dark Forest Capital Management LP | 0.02% | $256k |
| Boothbay Fund Management, LLC | 0.02% | $828k |
| Bridgewater Associates, LP | 0.0% | $844k |
Ownership over time
Who discovered AMH first? Beta
| GRS Advisors, LLC high conviction | Q3 2016 | +3.5 pts |
| Long Pond Capital, LP high conviction | Q4 2013 | +1.4 pts |
| Land & Buildings Investment Management, LLC high conviction | Q4 2019 | +1.0 pts |
| Kingstown Capital Management L.P. high conviction | Q3 2013 | +0.5 pts |
| MYDA Advisors LLC | Q1 2018 | +0.1 pts |
| Crestline Management, L.P. | Q4 2018 | +0.1 pts |
| Taconic Capital Advisors LP | Q1 2014 | 0.0 pts |
| Zimmer Partners, LP | Q1 2022 | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.