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

Masterton 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
2026 Q2	$3.87M	Buy	+115,500	New	+$3.65M	3.28%	15
2026 Q1	–	Sell	-350,715	Closed	-$11.3M	–	20
2025 Q4	$11.3M	Sell	350,715 -17,700	-5%	-$567K	7.85%	4
2025 Q3	$12.2M	Buy	368,415 +61,591	+20%	+$2.15M	6.72%	5
2025 Q2	$20.7M	Buy	306,824 +102,070	+50%	+$3.78M	12.52%	1
2025 Q1	$7.74M	Sell	204,754 -117,228	-36%	-$4.19M	5.28%	10
2024 Q4	$12M	Buy	321,982 +243,548	+311%	+$9.12M	6.83%	5
2024 Q3	$3.01M	Sell	78,434 -267,460	-77%	-$10.2M	2.01%	16
2024 Q2	$12.9M	Buy	+345,894	New	+$12.4M	9.18%	4
2023 Q2	–	Sell	-273,418	Closed	-$8.6M	–	12
2023 Q1	$8.6M	Buy	273,418 +108,036	+65%	+$3.45M	8.21%	4
2022 Q4	$4.98M	Buy	165,382 +20,600	+14%	+$653K	5.98%	8
2022 Q3	$4.75M	Sell	144,782 -30,000	-17%	-$1.08M	4.31%	13
2022 Q2	$6.19M	Buy	174,782 +32,575	+23%	+$1.23M	7.44%	6
2022 Q1	$5.69M	Buy	142,207 +38,307	+37%	+$1.51M	5.36%	10
2021 Q4	$4.53M	Buy	+103,900	New	+$4.21M	3.31%	16

Other funds holding AMH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Masterton Capital Management's AMH Position: Q2 2026 in Review

Masterton Capital Management opened a new position in American Homes 4 Rent (AMH) in Q2 2026: 115,500 shares worth $3.87M. The stake represents 3.28% of the portfolio and ranks #15 among its holdings. This is a return to the name: Masterton Capital Management previously reported a position in AMH as recently as Q4 2025.

Masterton Capital Management first reported a position in AMH in Q4 2021 and has held it in 14 quarters since. The position peaked at $20.7M in Q2 2025. 448 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

Masterton Capital Management held 115,500 shares of American Homes 4 Rent worth $3.87M as of Q2 2026.
American Homes 4 Rent was a new Masterton Capital Management position in Q2 2026.
American Homes 4 Rent made up 3.28% of Masterton Capital Management's portfolio in Q2 2026, its #15 holding.
Masterton Capital Management first reported a position in American Homes 4 Rent in Q4 2021 and has held it in 14 quarters since.
Masterton Capital Management's American Homes 4 Rent position peaked at $20.7M in Q2 2025.
448 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Masterton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.