59 North Capital Management’s American Homes 4 Rent AMH Stock Holding History

59 North Capital Management’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,427,193	Closed	-$90.8M	–	15
2024 Q4	$90.8M	Sell	2,427,193 -17,169	-0.7%	-$643K	4.24%	11
2024 Q3	$93.8M	Hold	2,444,362	–	–	4.21%	12
2024 Q2	$90.8M	Sell	2,444,362 -39,080	-2%	-$1.41M	4.48%	11
2024 Q1	$91.3M	Buy	2,483,442 +232,186	+10%	+$8.29M	5.5%	10
2023 Q4	$81M	Sell	2,251,256 -49,000	-2%	-$1.71M	6.53%	8
2023 Q3	$77.5M	Buy	2,300,256 +804,235	+54%	+$28.9M	8.97%	6
2023 Q2	$53M	Buy	1,496,021 +128,947	+9%	+$4.37M	6.05%	10
2023 Q1	$43M	Buy	1,367,074 +391,098	+40%	+$12.5M	6.29%	8
2022 Q4	$29.4M	Buy	975,976 +67,955	+7%	+$2.15M	5.27%	10
2022 Q3	$29.8M	Buy	908,021 +19,659	+2%	+$710K	7.97%	7
2022 Q2	$31.5M	Sell	888,362 -96,606	-10%	-$3.66M	9.02%	6
2022 Q1	$39.4M	Sell	984,968 -89,064	-8%	-$3.51M	9.99%	5
2021 Q4	$46.8M	Buy	1,074,032 +317,075	+42%	+$12.9M	13.84%	3
2021 Q3	$28.9M	Sell	756,957 -67,635	-8%	-$2.77M	9.79%	4
2021 Q2	$32M	Buy	824,592 +159,377	+24%	+$5.91M	11.95%	3
2021 Q1	$22.2M	Buy	665,215 +52,728	+9%	+$1.64M	9.3%	4
2020 Q4	$18.4M	Buy	+612,487	New	+$18M	6.86%	9

Other funds holding AMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

59 North Capital Management's AMH Position: Q1 2025 in Review

59 North Capital Management sold out of American Homes 4 Rent (AMH) in Q1 2025, closing a stake of 2,427,193 shares — an estimated $90.8M sold.

59 North Capital Management first reported a position in AMH in Q4 2020 and held it in 17 quarters. The position peaked at $93.8M in Q3 2024. 446 funds tracked by Wall St. Rank hold AMH as of Q1 2025.

59 North Capital Management reported no remaining American Homes 4 Rent position as of Q1 2025 after selling out during the quarter.
59 North Capital Management sold 2,427,193 American Homes 4 Rent shares in Q1 2025, an estimated $90.8M.
59 North Capital Management first reported a position in American Homes 4 Rent in Q4 2020 and held it in 17 quarters.
59 North Capital Management's American Homes 4 Rent position peaked at $93.8M in Q3 2024.
446 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2025.

Based on 59 North Capital Management's 13F filing for Q1 2025, filed 15 May 2025.