Long Pond Capital’s American Homes 4 Rent AMH Stock Holding History

Long Pond 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 Q1	$31M	Buy	+1,111,773	New	+$33.6M	2.96%	16
2025 Q4	–	Sell	-1,563,780	Closed	-$52M	–	31
2025 Q3	$52M	Buy	+1,563,780	New	+$54.5M	3.77%	9
2023 Q2	–	Sell	-2,863,268	Closed	-$90M	–	30
2023 Q1	$90M	Buy	2,863,268 +1,702,707	+147%	+$54.3M	4.83%	9
2022 Q4	$35M	Buy	+1,160,561	New	+$36.8M	2.14%	18
2022 Q3	–	Sell	-1,665,479	Closed	-$59M	–	34
2022 Q2	$59M	Sell	1,665,479 -2,514,625	-60%	-$95.2M	2.92%	15
2022 Q1	$167M	Buy	4,180,104 +55,129	+1%	+$2.17M	6.82%	4
2021 Q4	$180M	Buy	4,124,975 +282,791	+7%	+$11.5M	6.42%	2
2021 Q3	$146M	Buy	3,842,184 +1,184,788	+45%	+$48.5M	5.36%	8
2021 Q2	$103M	Sell	2,657,396 -3,377,878	-56%	-$125M	3.58%	11
2021 Q1	$201M	Buy	6,035,274 +2,663,546	+79%	+$83M	6.87%	1
2020 Q4	$101M	Buy	+3,371,728	New	+$98.9M	3.38%	10
2019 Q2	–	Sell	-3,281,847	Closed	-$74.6M	–	40
2019 Q1	$74.6M	Sell	3,281,847 -485,000	-13%	-$10.6M	2.6%	13
2018 Q4	$74.8M	Sell	3,766,847 -2,058,578	-35%	-$42.1M	2.94%	10
2018 Q3	$128M	Sell	5,825,425 -4,784,779	-45%	-$108M	3.32%	10
2018 Q2	$235M	Sell	10,610,204 -263,533	-2%	-$5.38M	5.19%	8
2018 Q1	$218M	Buy	+10,873,737	New	+$216M	5.56%	6
2016 Q2	–	Sell	-5,063,795	Closed	-$80.5M	–	31
2016 Q1	$80.5M	Buy	5,063,795 +1,320,512	+35%	+$19.8M	4.1%	11
2015 Q4	$62.4M	Buy	3,743,283 +2,600,000	+227%	+$42.9M	2.88%	13
2015 Q3	$18.4M	Sell	1,143,283 -13,569,957	-92%	-$218M	0.8%	26
2015 Q2	$236M	Hold	14,713,240	–	–	8.64%	2
2015 Q1	$244M	Buy	14,713,240 +3,548,436	+32%	+$59.3M	11.26%	1
2014 Q4	$190M	Buy	11,164,804 +206,832	+2%	+$3.54M	11.36%	1
2014 Q3	$185M	Buy	10,957,972 +1,372,133	+14%	+$24.5M	12.74%	1
2014 Q2	$170M	Buy	9,585,839 +1,650,453	+21%	+$28.1M	11.67%	1
2014 Q1	$133M	Buy	7,935,386 +3,102,800	+64%	+$51.8M	13.19%	1
2013 Q4	$78.3M	Buy	+4,832,586	New	+$77.6M	7.53%	3

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

Long Pond Capital's AMH Position: Q1 2026 in Review

Long Pond Capital opened a new position in American Homes 4 Rent (AMH) in Q1 2026: 1,111,773 shares worth $31M. The stake represents 2.96% of the portfolio and ranks #16 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in AMH as recently as Q3 2025.

Long Pond Capital first reported a position in AMH in Q4 2013 and has held it in 26 quarters since. The position peaked at $244M in Q1 2015. 457 funds tracked by Wall St. Rank hold AMH as of Q1 2026.

Long Pond Capital held 1,111,773 shares of American Homes 4 Rent worth $31M as of Q1 2026.
American Homes 4 Rent was a new Long Pond Capital position in Q1 2026.
American Homes 4 Rent made up 2.96% of Long Pond Capital's portfolio in Q1 2026, its #16 holding.
Long Pond Capital first reported a position in American Homes 4 Rent in Q4 2013 and has held it in 26 quarters since.
Long Pond Capital's American Homes 4 Rent position peaked at $244M in Q1 2015.
457 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.