Diversified Trust’s American Homes 4 Rent AMH Stock Holding History

Diversified Trust’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
2023 Q4	–	Sell	-6,726	Closed	-$227K	–	880
2023 Q3	$227K	Buy	6,726 +203	+3%	+$7.29K	0.01%	709
2023 Q2	$231K	Buy	+6,523	New	+$221K	0.01%	724
2022 Q1	–	Sell	-6,898	Closed	-$301K	–	802
2021 Q4	$301K	Buy	+6,898	New	+$280K	0.01%	637
2021 Q3	–	Sell	-6,684	Closed	-$260K	–	793
2021 Q2	$260K	Buy	+6,684	New	+$248K	0.01%	601

Other funds holding AMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Diversified Trust's AMH Position: Q4 2023 in Review

Diversified Trust sold out of American Homes 4 Rent (AMH) in Q4 2023, closing a stake of 6,726 shares — an estimated $227K sold.

Diversified Trust first reported a position in AMH in Q2 2021 and held it in 4 quarters. The position peaked at $301K in Q4 2021. 424 funds tracked by Wall St. Rank hold AMH as of Q4 2023.

Diversified Trust reported no remaining American Homes 4 Rent position as of Q4 2023 after selling out during the quarter.
Diversified Trust sold 6,726 American Homes 4 Rent shares in Q4 2023, an estimated $227K.
Diversified Trust first reported a position in American Homes 4 Rent in Q2 2021 and held it in 4 quarters.
Diversified Trust's American Homes 4 Rent position peaked at $301K in Q4 2021.
424 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2023.

Based on Diversified Trust's 13F filing for Q4 2023, filed 8 Jan 2024.