Picton Mahoney Asset Management’s American Homes 4 Rent AMH Stock Holding History

Picton Mahoney Asset 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 Q4	–	Sell	-28,556	Closed	-$949K	–	1210
2025 Q3	$949K	Buy	+28,556	New	+$996K	0.01%	466
2017 Q3	–	Sell	-315,500	Closed	-$7.12M	–	186
2017 Q2	$7.12M	Sell	315,500 -28,100	-8%	-$639K	0.51%	76
2017 Q1	$7.89M	Sell	343,600 -55,900	-14%	-$1.25M	0.53%	71
2016 Q4	$8.38M	Buy	399,500 +116,900	+41%	+$2.42M	0.69%	64
2016 Q3	$6.12M	Buy	+282,600	New	+$6.12M	0.41%	85

Other funds holding AMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Picton Mahoney Asset Management's AMH Position: Q4 2025 in Review

Picton Mahoney Asset Management sold out of American Homes 4 Rent (AMH) in Q4 2025, closing a stake of 28,556 shares — an estimated $949K sold.

Picton Mahoney Asset Management first reported a position in AMH in Q3 2016 and held it in 5 quarters. The position peaked at $8.38M in Q4 2016. 479 funds tracked by Wall St. Rank hold AMH as of Q4 2025.

Picton Mahoney Asset Management reported no remaining American Homes 4 Rent position as of Q4 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 28,556 American Homes 4 Rent shares in Q4 2025, an estimated $949K.
Picton Mahoney Asset Management first reported a position in American Homes 4 Rent in Q3 2016 and held it in 5 quarters.
Picton Mahoney Asset Management's American Homes 4 Rent position peaked at $8.38M in Q4 2016.
479 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.