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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% -$254K 2.26% 24
2024
Q2
$9.36M Buy
251,987
+58,213
+30% +$2.16M 2.17% 24
2024
Q1
$7.13M Buy
193,774
+1,157
+0.6% +$42.6K 1.66% 33
2023
Q4
$6.93M Sell
192,617
-106,061
-36% -$3.81M 1.57% 36
2023
Q3
$10.1M Buy
298,678
+7,330
+3% +$247K 2.15% 23
2023
Q2
$10.3M Sell
291,348
-30,478
-9% -$1.08M 1.97% 20
2023
Q1
$10.1M Sell
321,826
-28,427
-8% -$894K 1.92% 21
2022
Q4
$10.6M Buy
350,253
+16,880
+5% +$509K 1.98% 18
2022
Q3
$10.9M Buy
333,373
+39,091
+13% +$1.28M 1.82% 21
2022
Q2
$10.4M Buy
294,282
+6,721
+2% +$238K 1.7% 24
2022
Q1
$11.5M Buy
287,561
+110,216
+62% +$4.41M 1.4% 31
2021
Q4
$7.73M Buy
177,345
+457
+0.3% +$19.9K 0.87% 37
2021
Q3
$6.74M Buy
176,888
+74,607
+73% +$2.84M 1.14% 38
2021
Q2
$3.97M Buy
102,281
+297
+0.3% +$11.5K 0.59% 39
2021
Q1
$3.4M Buy
101,984
+21,700
+27% +$723K 0.54% 38
2020
Q4
$2.41M Hold
80,284
1.34% 35
2020
Q3
$2.29M Buy
80,284
+873
+1% +$24.9K 1.34% 38
2020
Q2
$2.14M Buy
+79,411
New +$2.14M 1.3% 39