Heritage Wealth Management (Ohio)’s American Homes 4 Rent AMH Stock Holding History

Heritage Wealth Management (Ohio)’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	$441K	Sell	15,804 -1,100	-7%	-$33.3K	0.22%	107
2025 Q4	$543K	Hold	16,904	–	–	0.15%	143
2025 Q3	$562K	Hold	16,904	–	–	0.17%	132
2025 Q2	$610K	Sell	16,904 -1,859	-10%	-$68.8K	0.2%	118
2025 Q1	$709K	Sell	18,763 -1,450	-7%	-$51.8K	0.24%	103
2024 Q4	$756K	Sell	20,213 -700	-3%	-$26.2K	0.25%	103
2024 Q3	$803K	Sell	20,913 -1,775	-8%	-$67.7K	0.26%	99
2024 Q2	$850K	Buy	+22,688	New	+$816K	0.28%	90

Other funds holding AMH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

CIM

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

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

Heritage Wealth Management (Ohio)'s AMH Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its American Homes 4 Rent (AMH) stake by 6.5% in Q1 2026, selling an estimated $33.3K and leaving 15,804 shares worth $441K. The position accounts for 0.22% of the portfolio, ranked #107.

Heritage Wealth Management (Ohio) first reported a position in AMH in Q2 2024 and has held it in 8 quarters since. The position peaked at $850K in Q2 2024. 457 funds tracked by Wall St. Rank hold AMH as of Q1 2026.

Heritage Wealth Management (Ohio) held 15,804 shares of American Homes 4 Rent worth $441K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 1,100 American Homes 4 Rent shares in Q1 2026, an estimated $33.3K.
American Homes 4 Rent made up 0.22% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #107 holding.
Heritage Wealth Management (Ohio) first reported a position in American Homes 4 Rent in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s American Homes 4 Rent position peaked at $850K in Q2 2024.
457 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.