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Makena Capital Management’s American Homes 4 Rent AMH Stock Holding History

Makena Capital 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
2025
Q1 		– Sell
-188,057
Closed -$7.04M – 26
2024
Q4 		$7.04M Sell
188,057
-57,324
-23% -$2.15M 1.14% 35
2024
Q3 		$9.42M Sell
245,381
-6,606
-3% -$252K 2.26% 24
2024
Q2 		$9.36M Buy
251,987
+58,213
+30% +$2.09M 2.17% 24
2024
Q1 		$7.13M Buy
193,774
+1,157
+0.6% +$41.3K 1.66% 33
2023
Q4 		$6.93M Sell
192,617
-106,061
-36% -$3.7M 1.57% 36
2023
Q3 		$10.1M Buy
298,678
+7,330
+3% +$263K 2.15% 23
2023
Q2 		$10.3M Sell
291,348
-30,478
-9% -$1.03M 1.97% 20
2023
Q1 		$10.1M Sell
321,826
-28,427
-8% -$907K 1.92% 21
2022
Q4 		$10.6M Buy
350,253
+16,880
+5% +$535K 1.98% 18
2022
Q3 		$10.9M Buy
333,373
+39,091
+13% +$1.41M 1.82% 21
2022
Q2 		$10.4M Buy
294,282
+6,721
+2% +$254K 1.7% 24
2022
Q1 		$11.5M Buy
287,561
+110,216
+62% +$4.34M 1.4% 31
2021
Q4 		$7.73M Buy
177,345
+457
+0.3% +$18.5K 0.87% 37
2021
Q3 		$6.74M Buy
176,888
+74,607
+73% +$3.05M 1.14% 38
2021
Q2 		$3.97M Buy
102,281
+297
+0.3% +$11K 0.59% 39
2021
Q1 		$3.4M Buy
101,984
+21,700
+27% +$676K 0.54% 38
2020
Q4 		$2.41M Hold
80,284
– – 1.34% 35
2020
Q3 		$2.29M Buy
80,284
+873
+1% +$24.6K 1.34% 38
2020
Q2 		$2.14M Buy
+79,411
New +$1.98M 1.3% 39

Other funds holding AMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Makena Capital Management's AMH Position: Q1 2025 in Review

Makena Capital Management sold out of American Homes 4 Rent (AMH) in Q1 2025, closing a stake of 188,057 shares — an estimated $7.04M sold.

Makena Capital Management first reported a position in AMH in Q2 2020 and held it in 19 quarters. The position peaked at $11.5M in Q1 2022. 447 funds tracked by Wall St. Rank hold AMH as of Q1 2025.

  • Makena Capital Management reported no remaining American Homes 4 Rent position as of Q1 2025 after selling out during the quarter.
  • Makena Capital Management sold 188,057 American Homes 4 Rent shares in Q1 2025, an estimated $7.04M.
  • Makena Capital Management first reported a position in American Homes 4 Rent in Q2 2020 and held it in 19 quarters.
  • Makena Capital Management's American Homes 4 Rent position peaked at $11.5M in Q1 2022.
  • 447 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2025.

Based on Makena Capital Management's 13F filing for Q1 2025, filed 13 May 2025.