Balyasny Asset Management’s American Homes 4 Rent AMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.1M | Buy |
+1,113,598
| New | +$33.7M | 0.04% | 511 |
|
|
2025
Q3 | – | Sell |
-922,892
| Closed | -$33.3M | – | 2878 |
|
|
2025
Q2 | $33.3M | Sell |
922,892
-653,696
| -41% | -$24.2M | 0.05% | 462 |
|
|
2025
Q1 | $59.6M | Buy |
1,576,588
+603,383
| +62% | +$21.6M | 0.1% | 253 |
|
|
2024
Q4 | $36.4M | Buy |
973,205
+129,844
| +15% | +$4.86M | 0.05% | 427 |
|
|
2024
Q3 | $32.4M | Buy |
843,361
+301,979
| +56% | +$11.5M | 0.05% | 457 |
|
|
2024
Q2 | $20.1M | Buy |
541,382
+44,776
| +9% | +$1.61M | 0.04% | 603 |
|
|
2024
Q1 | $18.3M | Sell |
496,606
-2,113,186
| -81% | -$75.4M | 0.03% | 654 |
|
|
2023
Q4 | $93.8M | Buy |
2,609,792
+1,679,846
| +181% | +$58.7M | 0.18% | 120 |
|
|
2023
Q3 | $31.3M | Sell |
929,946
-2,404,665
| -72% | -$86.3M | 0.06% | 410 |
|
|
2023
Q2 | $118M | Sell |
3,334,611
-555,832
| -14% | -$18.8M | 0.26% | 78 |
|
|
2023
Q1 | $122M | Buy |
3,890,443
+2,780,113
| +250% | +$88.7M | 0.31% | 57 |
|
|
2022
Q4 | $33.5M | Buy |
1,110,330
+496,463
| +81% | +$15.7M | 0.09% | 286 |
|
|
2022
Q3 | $20.1M | Buy |
+613,867
| New | +$22.2M | 0.06% | 427 |
|
|
2022
Q2 | – | Sell |
-410,536
| Closed | -$16.4M | – | 2719 |
|
|
2022
Q1 | $16.4M | Sell |
410,536
-15,748
| -4% | -$620K | 0.05% | 504 |
|
|
2021
Q4 | $18.6M | Sell |
426,284
-818,522
| -66% | -$33.2M | 0.06% | 445 |
|
|
2021
Q3 | $47.5M | Buy |
1,244,806
+957,142
| +333% | +$39.1M | 0.2% | 116 |
|
|
2021
Q2 | $11.2M | Sell |
287,664
-188,035
| -40% | -$6.98M | 0.05% | 475 |
|
|
2021
Q1 | $15.9M | Sell |
475,699
-13,004
| -3% | -$405K | 0.08% | 347 |
|
|
2020
Q4 | $14.7M | Buy |
+488,703
| New | +$14.3M | 0.08% | 342 |
|
|
2019
Q3 | – | Sell |
-1,031,160
| Closed | -$25.1M | – | 1137 |
|
|
2019
Q2 | $25.1M | Sell |
1,031,160
-549,181
| -35% | -$13.2M | 0.16% | 183 |
|
|
2019
Q1 | $35.9M | Sell |
1,580,341
-876,759
| -36% | -$19.2M | 0.24% | 112 |
|
|
2018
Q4 | $48.8M | Sell |
2,457,100
-851,399
| -26% | -$17.4M | 0.35% | 61 |
|
|
2018
Q3 | $72.4M | Buy |
3,308,499
+582,359
| +21% | +$13.1M | 0.33% | 65 |
|
|
2018
Q2 | $60.5M | Sell |
2,726,140
-302,733
| -10% | -$6.19M | 0.27% | 86 |
|
|
2018
Q1 | $60.8M | Buy |
3,028,873
+361,191
| +14% | +$7.19M | 0.25% | 86 |
|
|
2017
Q4 | $58.3M | Sell |
2,667,682
-549,692
| -17% | -$11.9M | 0.18% | 143 |
|
|
2017
Q3 | $69.8M | Buy |
3,217,374
+1,333,401
| +71% | +$29.9M | 0.27% | 87 |
|
|
2017
Q2 | $42.5M | Buy |
1,883,973
+11,541
| +0.6% | +$263K | 0.18% | 149 |
|
|
2017
Q1 | $43M | Buy |
1,872,432
+439,547
| +31% | +$9.83M | 0.2% | 127 |
|
|
2016
Q4 | $30.1M | Buy |
1,432,885
+977,785
| +215% | +$20.3M | 0.16% | 168 |
|
|
2016
Q3 | $9.85M | Buy |
+455,100
| New | +$9.85M | 0.06% | 389 |
|
|
2015
Q2 | – | Sell |
-200,000
| Closed | -$3.31M | – | 1128 |
|
|
2015
Q1 | $3.31M | Buy |
+200,000
| New | +$3.34M | 0.03% | 543 |
|
Other funds holding AMH
VPM
VCM
CIM
Balyasny Asset Management's AMH Position: Q1 2026 in Review
Balyasny Asset Management opened a new position in American Homes 4 Rent (AMH) in Q1 2026: 1,113,598 shares worth $31.1M. The stake represents 0.04% of the portfolio and ranks #511 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in AMH as recently as Q2 2025.
Balyasny Asset Management first reported a position in AMH in Q1 2015 and has held it in 32 quarters since. The position peaked at $122M in Q1 2023. 457 funds tracked by Wall St. Rank hold AMH as of Q1 2026.
- Balyasny Asset Management held 1,113,598 shares of American Homes 4 Rent worth $31.1M as of Q1 2026.
- American Homes 4 Rent was a new Balyasny Asset Management position in Q1 2026.
- American Homes 4 Rent made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #511 holding.
- Balyasny Asset Management first reported a position in American Homes 4 Rent in Q1 2015 and has held it in 32 quarters since.
- Balyasny Asset Management's American Homes 4 Rent position peaked at $122M in Q1 2023.
- 457 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.