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

Gillson 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
2026 Q2	–	Sell	-224,400	Closed	-$6.26M	–	83
2026 Q1	$6.26M	Buy	+224,400	New	+$6.79M	0.51%	54
2023 Q4	–	Sell	-510,362	Closed	-$17.2M	–	60
2023 Q3	$17.2M	Buy	+510,362	New	+$18.3M	1.27%	28
2020 Q4	–	Sell	-296,075	Closed	-$8.43M	–	101
2020 Q3	$8.43M	Sell	296,075 -33,590	-10%	-$948K	1.23%	31
2020 Q2	$8.87M	Buy	329,665 +74,330	+29%	+$1.85M	1.59%	27
2020 Q1	$5.92M	Sell	255,335 -164,198	-39%	-$4.34M	1%	37
2019 Q4	$11M	Buy	419,533 +209,589	+100%	+$5.47M	0.95%	28
2019 Q3	$5.43M	Sell	209,944 -50,391	-19%	-$1.26M	0.5%	57
2019 Q2	$6.33M	Buy	+260,335	New	+$6.24M	0.62%	47

Other funds holding AMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Gillson Capital's AMH Position: Q2 2026 in Review

Gillson Capital sold out of American Homes 4 Rent (AMH) in Q2 2026, closing a stake of 224,400 shares — an estimated $6.26M sold.

Gillson Capital first reported a position in AMH in Q2 2019 and held it in 8 quarters. The position peaked at $17.2M in Q3 2023. 482 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

Gillson Capital reported no remaining American Homes 4 Rent position as of Q2 2026 after selling out during the quarter.
Gillson Capital sold 224,400 American Homes 4 Rent shares in Q2 2026, an estimated $6.26M.
Gillson Capital first reported a position in American Homes 4 Rent in Q2 2019 and held it in 8 quarters.
Gillson Capital's American Homes 4 Rent position peaked at $17.2M in Q3 2023.
482 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.