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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
Q2 		$28.4M Sell
846,202
-57,797
-6% -$1.83M 1.86% 15
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Adelante Capital Management's AMH Position: Q2 2026 in Review

Adelante Capital Management reduced its American Homes 4 Rent (AMH) stake by 6.4% in Q2 2026, selling an estimated $1.83M and leaving 846,202 shares worth $28.4M. The position accounts for 1.86% of the portfolio, ranked #15.

Adelante Capital Management first reported a position in AMH in Q4 2019 and has held it in 27 quarters since. The position peaked at $46.8M in Q2 2024. 484 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

  • Adelante Capital Management held 846,202 shares of American Homes 4 Rent worth $28.4M as of Q2 2026.
  • Adelante Capital Management sold 57,797 American Homes 4 Rent shares in Q2 2026, an estimated $1.83M.
  • American Homes 4 Rent made up 1.86% of Adelante Capital Management's portfolio in Q2 2026, its #15 holding.
  • Adelante Capital Management first reported a position in American Homes 4 Rent in Q4 2019 and has held it in 27 quarters since.
  • Adelante Capital Management's American Homes 4 Rent position peaked at $46.8M in Q2 2024.
  • 484 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Adelante Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.