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

Adelante 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
2026
Q1 		$25.2M Sell
903,999
-396,348
-30% -$12M 1.73% 18
2025
Q4 		$41.7M Buy
1,300,347
+388,346
+43% +$12.4M 2.81% 13
2025
Q3 		$30.3M Buy
912,001
+81,459
+10% +$2.84M 2.03% 18
2025
Q2 		$30M Sell
830,542
-83,036
-9% -$3.07M 2.21% 18
2025
Q1 		$34.5M Buy
913,578
+75,775
+9% +$2.71M 2.61% 12
2024
Q4 		$31.4M Buy
837,803
+75,823
+10% +$2.84M 2.07% 16
2024
Q3 		$29.3M Sell
761,980
-497,826
-40% -$19M 1.89% 19
2024
Q2 		$46.8M Sell
1,259,806
-6,222
-0.5% -$224K 3.7% 10
2024
Q1 		$46.6M Buy
1,266,028
+120,926
+11% +$4.32M 3.07% 12
2023
Q4 		$41.2M Sell
1,145,102
-82,560
-7% -$2.88M 2.85% 12
2023
Q3 		$41.4M Sell
1,227,662
-47,202
-4% -$1.69M 3.35% 10
2023
Q2 		$45.2M Sell
1,274,864
-142,209
-10% -$4.82M 3.98% 9
2023
Q1 		$44.6M Buy
1,417,073
+142,881
+11% +$4.56M 3.89% 11
2022
Q4 		$38.4M Buy
1,274,192
+84,702
+7% +$2.69M 3.23% 13
2022
Q3 		$39M Buy
1,189,490
+72,806
+7% +$2.63M 2.93% 14
2022
Q2 		$39.6M Sell
1,116,684
-35,819
-3% -$1.36M 2.38% 18
2022
Q1 		$46.1M Buy
1,152,503
+131,650
+13% +$5.19M 2.29% 16
2021
Q4 		$44.5M Sell
1,020,853
-2,703
-0.3% -$110K 1.98% 19
2021
Q3 		$39M Buy
1,023,556
+80,022
+8% +$3.27M 1.98% 19
2021
Q2 		$36.7M Buy
943,534
+165,903
+21% +$6.16M 1.96% 19
2021
Q1 		$25.9M Buy
777,631
+11,803
+2% +$368K 1.63% 22
2020
Q4 		$23M Sell
765,828
-292,200
-28% -$8.57M 1.57% 20
2020
Q3 		$30.1M Sell
1,058,028
-199,491
-16% -$5.63M 1.77% 23
2020
Q2 		$32.6M Buy
1,257,519
+154,591
+14% +$3.85M 1.92% 19
2020
Q1 		$25.6M Buy
1,102,928
+194,514
+21% +$5.14M 1.63% 23
2019
Q4 		$23.8M Buy
+908,414
New +$23.7M 1.18% 30

Other funds holding AMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adelante Capital Management's AMH Position: Q1 2026 in Review

Adelante Capital Management reduced its American Homes 4 Rent (AMH) stake by 30% in Q1 2026, selling an estimated $12M and leaving 903,999 shares worth $25.2M. The position accounts for 1.73% of the portfolio, ranked #18.

Adelante Capital Management first reported a position in AMH in Q4 2019 and has held it in 26 quarters since. The position peaked at $46.8M in Q2 2024. 459 funds tracked by Wall St. Rank hold AMH as of Q1 2026.

  • Adelante Capital Management held 903,999 shares of American Homes 4 Rent worth $25.2M as of Q1 2026.
  • Adelante Capital Management sold 396,348 American Homes 4 Rent shares in Q1 2026, an estimated $12M.
  • American Homes 4 Rent made up 1.73% of Adelante Capital Management's portfolio in Q1 2026, its #18 holding.
  • Adelante Capital Management first reported a position in American Homes 4 Rent in Q4 2019 and has held it in 26 quarters since.
  • Adelante Capital Management's American Homes 4 Rent position peaked at $46.8M in Q2 2024.
  • 459 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.