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

Shakespeare 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
-50
Closed -$1.87K – 100
2024
Q4 		$1.87K Buy
+50
New +$1.87K ﹤0.01% 99

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Norges Bank
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Shakespeare Wealth Management sold out of American Homes 4 Rent (AMH) in Q1 2025, closing a stake of 50 shares — an estimated $1.87K sold.

Shakespeare Wealth Management first reported a position in AMH in Q4 2024 and held it in 1 quarter. The position peaked at $1.87K in Q4 2024. 445 funds tracked by Wall St. Rank hold AMH as of Q1 2025.

  • Shakespeare Wealth Management reported no remaining American Homes 4 Rent position as of Q1 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 50 American Homes 4 Rent shares in Q1 2025, an estimated $1.87K.
  • Shakespeare Wealth Management first reported a position in American Homes 4 Rent in Q4 2024 and held it in 1 quarter.
  • Shakespeare Wealth Management's American Homes 4 Rent position peaked at $1.87K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2025.

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