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Davis Selected Advisers’s American Homes 4 Rent AMH Stock Holding History

Davis Selected Advisers’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
Q1 		$7.74M Sell
277,170
-1,440
-0.5% -$43.5K 0.04% 89
2025
Q4 		$8.94M Sell
278,610
-6,990
-2% -$224K 0.04% 85
2025
Q3 		$9.5M Buy
285,600
+35,240
+14% +$1.23M 0.05% 82
2025
Q2 		$9.03M Buy
250,360
+7,240
+3% +$268K 0.05% 79
2025
Q1 		$9.19M Buy
243,120
+26,450
+12% +$945K 0.05% 76
2024
Q4 		$8.11M Sell
216,670
-1,420
-0.7% -$53.2K 0.05% 80
2024
Q3 		$8.37M Sell
218,090
-4,180
-2% -$159K 0.05% 78
2024
Q2 		$0 Sell
222,270
-23,200
-9% -$835K ﹤0.01% 69
2024
Q1 		$9.03M Sell
245,470
-8,690
-3% -$310K 0.05% 74
2023
Q4 		$9.14M Sell
254,160
-11,100
-4% -$388K 0.05% 76
2023
Q3 		$8.94M Hold
265,260
– – 0.06% 73
2023
Q2 		$9.4M Buy
265,260
+5,900
+2% +$200K 0.06% 73
2023
Q1 		$8.16M Buy
259,360
+1,980
+0.8% +$63.2K 0.05% 76
2022
Q4 		$7.76M Hold
257,380
– – 0.05% 79
2022
Q3 		$8.45M Hold
257,380
– – 0.06% 76
2022
Q2 		$9.12M Buy
257,380
+8,870
+4% +$336K 0.06% 76
2022
Q1 		$9.95M Buy
248,510
+3,000
+1% +$118K 0.05% 86
2021
Q4 		$10.7M Sell
245,510
-13,110
-5% -$532K 0.05% 89
2021
Q3 		$9.86M Hold
258,620
– – 0.05% 89
2021
Q2 		$10M Sell
258,620
-5,510
-2% -$204K 0.04% 92
2021
Q1 		$8.81M Hold
264,130
– – 0.04% 90
2020
Q4 		$7.92M Buy
264,130
+40
+0% +$1.17K 0.04% 88
2020
Q3 		$7.52M Buy
264,090
+7,440
+3% +$210K 0.04% 86
2020
Q2 		$6.9M Buy
256,650
+172,880
+206% +$4.31M 0.04% 89
2020
Q1 		$1.94M Sell
83,770
-84,970
-50% -$2.24M 0.01% 109
2019
Q4 		$4.42M Hold
168,740
– – 0.02% 113
2019
Q3 		$4.37M Buy
168,740
+5,800
+4% +$145K 0.02% 110
2019
Q2 		$3.96M Buy
162,940
+1,740
+1% +$41.7K 0.02% 111
2019
Q1 		$3.66M Buy
161,200
+4,030
+3% +$88.3K 0.02% 113
2018
Q4 		$3.12M Sell
157,170
-114,216
-42% -$2.34M 0.02% 116
2018
Q3 		$5.94M Buy
271,386
+136,835
+102% +$3.09M 0.03% 111
2018
Q2 		$2.98M Buy
134,551
+6,795
+5% +$139K 0.01% 119
2018
Q1 		$2.56M Sell
127,756
-26
-0% -$518 0.01% 128
2017
Q4 		$2.79M Buy
+127,782
New +$2.77M 0.01% 124
2017
Q1 		– Sell
-568,049
Closed -$11.9M – 142
2016
Q4 		$11.9M Buy
568,049
+8,527
+2% +$177K 0.05% 91
2016
Q3 		$12.1M Buy
559,522
+16
+0% +$346 0.05% 92
2016
Q2 		$11.5M Buy
559,506
+489
+0.1% +$8.46K 0.05% 101
2016
Q1 		$8.89M Sell
559,017
-452
-0.1% -$6.76K 0.04% 123
2015
Q4 		$9.32M Hold
559,469
– – 0.04% 126
2015
Q3 		$9M Sell
559,469
-2,763
-0.5% -$44.3K 0.04% 125
2015
Q2 		$9.02M Sell
562,232
-18,023
-3% -$303K 0.03% 128
2015
Q1 		$9.6M Buy
580,255
+117,575
+25% +$1.97M 0.03% 127
2014
Q4 		$7.88M Hold
462,680
– – 0.03% 137
2014
Q3 		$7.82M Buy
+462,680
New +$8.27M 0.02% 137

Other funds holding AMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Davis Selected Advisers's AMH Position: Q1 2026 in Review

Davis Selected Advisers reduced its American Homes 4 Rent (AMH) stake by 0.52% in Q1 2026, selling an estimated $43.5K and leaving 277,170 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #89.

Davis Selected Advisers first reported a position in AMH in Q3 2014 and has held it in 44 quarters since. The position peaked at $12.1M in Q3 2016. 459 funds tracked by Wall St. Rank hold AMH as of Q1 2026.

  • Davis Selected Advisers held 277,170 shares of American Homes 4 Rent worth $7.74M as of Q1 2026.
  • Davis Selected Advisers sold 1,440 American Homes 4 Rent shares in Q1 2026, an estimated $43.5K.
  • American Homes 4 Rent made up 0.04% of Davis Selected Advisers's portfolio in Q1 2026, its #89 holding.
  • Davis Selected Advisers first reported a position in American Homes 4 Rent in Q3 2014 and has held it in 44 quarters since.
  • Davis Selected Advisers's American Homes 4 Rent position peaked at $12.1M in Q3 2016.
  • 459 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.

Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.