D.A. Davidson & Co’s American Homes 4 Rent AMH Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-5,667	Closed	-$204K	–	1536
2025 Q2	$204K	Buy	5,667 +92	+2%	+$3.4K	﹤0.01%	1358
2025 Q1	$211K	Sell	5,575 -256	-4%	-$9.14K	﹤0.01%	1307
2024 Q4	$218K	Hold	5,831	–	–	﹤0.01%	1314
2024 Q3	$224K	Buy	+5,831	New	+$222K	﹤0.01%	1273
2017 Q1	–	Sell	-1,691	Closed	-$35K	–	2322
2016 Q4	$35K	Hold	1,691	–	–	﹤0.01%	1733
2016 Q3	$36K	Sell	1,691 -475	-22%	-$10.3K	﹤0.01%	1654
2016 Q2	$44K	Buy	2,166 +171	+9%	+$2.96K	﹤0.01%	1459
2016 Q1	$31K	Buy	+1,995	New	+$29.9K	﹤0.01%	1567
2015 Q1	–	Sell	-976	Closed	-$15K	–	2072
2014 Q4	$15K	Sell	976 -910	-48%	-$15.6K	﹤0.01%	1740
2014 Q3	$30K	Buy	1,886 +29	+2%	+$518	﹤0.01%	1569
2014 Q2	$32K	Buy	1,857 +77	+4%	+$1.31K	﹤0.01%	1539
2014 Q1	$28K	Buy	1,780 +907	+104%	+$15.1K	﹤0.01%	1555
2013 Q4	$13K	Buy	+873	New	+$14K	﹤0.01%	1656

Other funds holding AMH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return