Modern Wealth Management’s American Homes 4 Rent AMH Stock Holding History

Modern Wealth 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	-5,792	Closed	-$217K	–	679
2024 Q4	$217K	Sell	5,792 -314	-5%	-$11.8K	0.01%	540
2024 Q3	$234K	Buy	6,106 +422	+7%	+$16.1K	0.01%	387
2024 Q2	$211K	Sell	5,684 -443	-7%	-$15.9K	0.02%	377
2024 Q1	$225K	Sell	6,127 -16	-0.3%	-$571	0.02%	273
2023 Q4	$221K	Buy	+6,143	New	+$215K	0.03%	176

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

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

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

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

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

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

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

Modern Wealth Management's AMH Position: Q1 2025 in Review

Modern Wealth Management sold out of American Homes 4 Rent (AMH) in Q1 2025, closing a stake of 5,792 shares — an estimated $217K sold.

Modern Wealth Management first reported a position in AMH in Q4 2023 and held it in 5 quarters. The position peaked at $234K in Q3 2024. 447 funds tracked by Wall St. Rank hold AMH as of Q1 2025.

Modern Wealth Management reported no remaining American Homes 4 Rent position as of Q1 2025 after selling out during the quarter.
Modern Wealth Management sold 5,792 American Homes 4 Rent shares in Q1 2025, an estimated $217K.
Modern Wealth Management first reported a position in American Homes 4 Rent in Q4 2023 and held it in 5 quarters.
Modern Wealth Management's American Homes 4 Rent position peaked at $234K in Q3 2024.
447 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2025.

Based on Modern Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.