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

Bayesian 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 Q4	–	Sell	-18,900	Closed	-$628K	–	131
2025 Q3	$628K	Buy	+18,900	New	+$659K	0.13%	238
2024 Q1	–	Sell	-11,315	Closed	-$407K	–	764
2023 Q4	$407K	Buy	11,315 +3,315	+41%	+$116K	0.04%	428
2023 Q3	$270K	Buy	+8,000	New	+$287K	0.03%	494
2021 Q4	–	Sell	-10,065	Closed	-$384K	–	372
2021 Q3	$384K	Buy	+10,065	New	+$412K	0.11%	221

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayesian Capital Management's AMH Position: Q4 2025 in Review

Bayesian Capital Management sold out of American Homes 4 Rent (AMH) in Q4 2025, closing a stake of 18,900 shares — an estimated $628K sold.

Bayesian Capital Management first reported a position in AMH in Q3 2021 and held it in 4 quarters. The position peaked at $628K in Q3 2025. 480 funds tracked by Wall St. Rank hold AMH as of Q4 2025.

Bayesian Capital Management reported no remaining American Homes 4 Rent position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 18,900 American Homes 4 Rent shares in Q4 2025, an estimated $628K.
Bayesian Capital Management first reported a position in American Homes 4 Rent in Q3 2021 and held it in 4 quarters.
Bayesian Capital Management's American Homes 4 Rent position peaked at $628K in Q3 2025.
480 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.