Islet Management’s American Homes 4 Rent AMH Stock Holding History

Islet Management’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
2021 Q4	–	Sell	-100,000	Closed	-$3.81M	–	184
2021 Q3	$3.81M	Buy	+100,000	New	+$4.09M	0.08%	168
2021 Q1	–	Sell	-675,000	Closed	-$20.3M	–	171
2020 Q4	$20.3M	Buy	675,000 +175,000	+35%	+$5.13M	0.93%	18
2020 Q3	$14.2M	Buy	+500,000	New	+$14.1M	0.98%	19

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Islet Management's AMH Position: Q4 2021 in Review

Islet Management sold out of American Homes 4 Rent (AMH) in Q4 2021, closing a stake of 100,000 shares — an estimated $3.81M sold.

Islet Management first reported a position in AMH in Q3 2020 and held it in 3 quarters. The position peaked at $20.3M in Q4 2020. 402 funds tracked by Wall St. Rank hold AMH as of Q4 2021.

Islet Management reported no remaining American Homes 4 Rent position as of Q4 2021 after selling out during the quarter.
Islet Management sold 100,000 American Homes 4 Rent shares in Q4 2021, an estimated $3.81M.
Islet Management first reported a position in American Homes 4 Rent in Q3 2020 and held it in 3 quarters.
Islet Management's American Homes 4 Rent position peaked at $20.3M in Q4 2020.
402 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2021.

Based on Islet Management's 13F filing for Q4 2021, filed 14 Feb 2022.