13FPulse
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AM

AMH AMERICAN HOMES 4 RENT- A

2026Q2 · CUSIP 02665T306 · Sector: REITs

Normal

Fund flows are within the usual range

Funds that own it
472
Institutions that reported holding it to the SEC
Net increase in holders
+13
Last quarter 459 → now 472
How unusual is that
Above average
Stronger buying than 75% of US stocks
What the filings say, in one paragraph

472 funds held AMH at the end of 2026Q2, up 13 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 26.4x, return on equity is 8.0%. AMH has had 16 buying rushes in its history, and the price moved +3.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q4: holders=131 2014Q1: holders=157 2014Q2: holders=164 2014Q3: holders=184 2014Q4: holders=178 2015Q1: holders=179 2015Q2: holders=166 2015Q3: holders=178 2015Q4: holders=171 2016Q1: holders=188 2016Q2: holders=200 2016Q3: holders=223 2016Q4: holders=239 2017Q1: holders=247 2017Q2: holders=235 2017Q3: holders=231 2017Q4: holders=255 2018Q1: holders=249 2018Q2: holders=252 2018Q3: holders=261 2018Q4: holders=249 2019Q1: holders=262 2019Q2: holders=271 2019Q3: holders=275 2019Q4: holders=299 2020Q1: holders=286 2020Q2: holders=296 2020Q3: holders=309 2020Q4: holders=320 2021Q1: holders=317 2021Q2: holders=352 2021Q3: holders=376 2021Q4: holders=400 2022Q1: holders=386 2022Q2: holders=393 2022Q3: holders=379 2022Q4: holders=379 2023Q1: holders=354 2023Q2: holders=375 2023Q3: holders=384 2023Q4: holders=423 2024Q1: holders=418 2024Q2: holders=435 2024Q3: holders=446 2024Q4: holders=448 2025Q1: holders=443 2025Q2: holders=470 2025Q3: holders=479 2025Q4: holders=478 2026Q1: holders=459 2026Q2: holders=472 -39 -19.5 +0 +19.5 +39 117310503 13Q415Q216Q418Q219Q421Q222Q424Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 20% -6.2% -7.2%
2024Q2 Top 20% -1.3% -6.5%
2023Q4 Top 20% +7.6% +13.6%
2023Q2 Top 20% +4.2% -0.8%
2022Q2 Top 20% -17.1% -12.4%
2021Q3 Top 10% -5.3% -8.3%
2021Q2 Top 10% -2.0% -5.1%
2020Q3 Top 20% +9.1% +31.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
225
Change in large funds
+15
Total value they hold
$10.9B
Funds buying for the first time
87
Funds that sold out entirely
74
Price change that quarter
+5.5%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.4
EPS (TTM)
$1.26
EPS YoY
+13.5%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
8.0%
Debt ratio
43.0%
FCF (TTM)
—
Dividend (TTM)
$1.26
Quarterly Revenue & EPS
2021-09-30: EPS 0.11 2021-12-31: EPS 0.15 2022-03-31: EPS 0.16 2022-06-30: EPS 0.16 2022-09-30: EPS 0.14 2022-12-31: EPS 0.25 2023-03-31: EPS 0.32 2023-06-30: EPS 0.27 2023-09-30: EPS 0.20 2023-12-31: EPS 0.22 2024-03-31: EPS 0.30 2024-06-30: EPS 0.25 2024-09-30: EPS 0.20 2024-12-31: EPS 0.33 2025-03-31: EPS 0.30 2025-06-30: EPS 0.28 2025-09-30: EPS 0.27 2025-12-31: EPS 0.33 2026-03-31: EPS 0.35 2026-06-30: EPS 0.31 0.00 0.19 0.39 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 33 22 42 62 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.