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

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