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 Q2	$530K	Hold	15,804	–	–	0.13%	157
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 $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

Heritage Wealth Management (Ohio)'s AMH Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its American Homes 4 Rent (AMH) position steady in Q2 2026 at 15,804 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #157.

Heritage Wealth Management (Ohio) first reported a position in AMH in Q2 2024 and has held it in 9 quarters since. The position peaked at $850K in Q2 2024. 484 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

Heritage Wealth Management (Ohio) held 15,804 shares of American Homes 4 Rent worth $530K as of Q2 2026.
Heritage Wealth Management (Ohio) left its American Homes 4 Rent share count unchanged in Q2 2026.
American Homes 4 Rent made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #157 holding.
Heritage Wealth Management (Ohio) first reported a position in American Homes 4 Rent in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s American Homes 4 Rent position peaked at $850K in Q2 2024.
484 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.