BHR Capital’s American Homes 4 Rent AMH Stock Holding History

BHR Capital’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
2014 Q1	–	Sell	-2,000,000	Closed	-$32.4M	–	48
2013 Q4	$32.4M	Sell	2,000,000 -1,116,667	-36%	-$17.9M	2.68%	15
2013 Q3	$50.3M	Buy	+3,116,667	New	+$49.9M	4.79%	8

Other funds holding AMH

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

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Blue Ridge Capital New York $215M AUM

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Claren Road Asset Management New York $891K AUM

Boston Partners

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

BHR Capital's AMH Position: Q1 2014 in Review

BHR Capital sold out of American Homes 4 Rent (AMH) in Q1 2014, closing a stake of 2,000,000 shares — an estimated $32.4M sold.

BHR Capital first reported a position in AMH in Q3 2013 and held it in 2 quarters. The position peaked at $50.3M in Q3 2013. 159 funds tracked by Wall St. Rank hold AMH as of Q1 2014.

BHR Capital reported no remaining American Homes 4 Rent position as of Q1 2014 after selling out during the quarter.
BHR Capital sold 2,000,000 American Homes 4 Rent shares in Q1 2014, an estimated $32.4M.
BHR Capital first reported a position in American Homes 4 Rent in Q3 2013 and held it in 2 quarters.
BHR Capital's American Homes 4 Rent position peaked at $50.3M in Q3 2013.
159 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2014.

Based on BHR Capital's 13F filing for Q1 2014, filed 15 May 2014.