Marshall & Sterling Wealth Advisors’s American Homes 4 Rent AMH Stock Holding History

Marshall & Sterling Wealth Advisors’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 Q4	–	Sell	-158	Closed	-$5.25K	–	356
2025 Q3	$5.25K	Hold	158	–	–	﹤0.01%	493
2025 Q2	$5.7K	Hold	158	–	–	﹤0.01%	462
2025 Q1	$5.97K	Buy	+158	New	+$5.64K	﹤0.01%	431

Other funds holding AMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of American Homes 4 Rent (AMH) in Q4 2025, closing a stake of 158 shares — an estimated $5.25K sold.

Marshall & Sterling Wealth Advisors first reported a position in AMH in Q1 2025 and held it in 3 quarters. The position peaked at $5.97K in Q1 2025. 480 funds tracked by Wall St. Rank hold AMH as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining American Homes 4 Rent position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 158 American Homes 4 Rent shares in Q4 2025, an estimated $5.25K.
Marshall & Sterling Wealth Advisors first reported a position in American Homes 4 Rent in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's American Homes 4 Rent position peaked at $5.97K in Q1 2025.
480 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.