Heartwood Wealth Advisors’s American Homes 4 Rent AMH Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-16	Closed	-$532	–	227
2025 Q3	$532	Buy	+16	New	+$558	﹤0.01%	597

Other funds holding AMH

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartwood Wealth Advisors's AMH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of American Homes 4 Rent (AMH) in Q4 2025, closing a stake of 16 shares — an estimated $532 sold.

Heartwood Wealth Advisors first reported a position in AMH in Q3 2025 and held it in 1 quarter. The position peaked at $532 in Q3 2025. 480 funds tracked by Wall St. Rank hold AMH as of Q4 2025.

Heartwood Wealth Advisors reported no remaining American Homes 4 Rent position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 16 American Homes 4 Rent shares in Q4 2025, an estimated $532.
Heartwood Wealth Advisors first reported a position in American Homes 4 Rent in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's American Homes 4 Rent position peaked at $532 in Q3 2025.
480 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.