PGGM Investments’s American Homes 4 Rent AMH Stock Holding History

PGGM Investments’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	$48.2M	Sell	1,439,038 -241,917	-14%	-$7.65M	1.19%	37
2026 Q1	$46.9M	Buy	+1,680,955	New	+$50.8M	0.82%	48
2025 Q2	–	Sell	-1,062,538	Closed	-$40.2M	–	85
2025 Q1	$40.2M	Hold	1,062,538	–	–	0.54%	47
2024 Q4	$39.8M	Buy	1,062,538 +71,890	+7%	+$2.69M	0.53%	45
2024 Q3	$38M	Buy	990,648 +115,192	+13%	+$4.39M	0.49%	45
2024 Q2	$32.5M	Hold	875,456	–	–	0.47%	48
2024 Q1	$32.2M	Buy	+875,456	New	+$31.2M	0.47%	52
2022 Q1	$367M	Hold	8,417,661	–	–	1.83%	16
2021 Q4	$367M	Sell	8,417,661 -328,845	-4%	-$13.3M	1.83%	16
2021 Q3	$333M	Sell	8,746,506 -5,072,370	-37%	-$207M	1.72%	12
2021 Q2	$537M	Sell	13,818,876 -924,572	-6%	-$34.3M	2.28%	11
2021 Q1	$492M	Buy	14,743,448 +697,191	+5%	+$21.7M	2.13%	9
2020 Q4	$421M	Buy	14,046,257 +3,796,613	+37%	+$111M	1.95%	9
2020 Q3	$292M	Buy	10,249,644 +807,000	+9%	+$22.8M	1.53%	15
2020 Q2	$254M	Buy	9,442,644 +666,000	+8%	+$16.6M	1.47%	17
2020 Q1	$204M	Hold	8,776,644	–	–	1.47%	15
2019 Q4	$230M	Buy	+8,776,644	New	+$229M	1.3%	19

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

PGGM Investments's AMH Position: Q2 2026 in Review

PGGM Investments reduced its American Homes 4 Rent (AMH) stake by 14% in Q2 2026, selling an estimated $7.65M and leaving 1,439,038 shares worth $48.2M. The position accounts for 1.19% of the portfolio, ranked #37.

PGGM Investments first reported a position in AMH in Q4 2019 and has held it in 17 quarters since. The position peaked at $537M in Q2 2021. 482 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

PGGM Investments held 1,439,038 shares of American Homes 4 Rent worth $48.2M as of Q2 2026.
PGGM Investments sold 241,917 American Homes 4 Rent shares in Q2 2026, an estimated $7.65M.
American Homes 4 Rent made up 1.19% of PGGM Investments's portfolio in Q2 2026, its #37 holding.
PGGM Investments first reported a position in American Homes 4 Rent in Q4 2019 and has held it in 17 quarters since.
PGGM Investments's American Homes 4 Rent position peaked at $537M in Q2 2021.
482 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on PGGM Investments's 13F filing for Q2 2026, filed 12 Aug 2026.