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

Sophron 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 		$9.5M Sell
283,360
-124,226
-30% -$3.93M 2.94% 14
2026
Q1 		$11.4M Buy
407,586
+301,590
+285% +$9.12M 3.35% 13
2025
Q4 		$3.4M Sell
105,996
-162,937
-61% -$5.22M 1.09% 29
2025
Q3 		$8.94M Buy
268,933
+12,834
+5% +$447K 2.75% 16
2025
Q2 		$9.24M Buy
256,099
+50,446
+25% +$1.87M 2.83% 14
2025
Q1 		$7.78M Buy
205,653
+140,311
+215% +$5.01M 2.64% 15
2024
Q4 		$2.45M Buy
+65,342
New +$2.45M 0.97% 32

Other funds holding AMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Sophron Capital Management reduced its American Homes 4 Rent (AMH) stake by 30% in Q2 2026, selling an estimated $3.93M and leaving 283,360 shares worth $9.5M. The position accounts for 2.94% of the portfolio, ranked #14.

Sophron Capital Management first reported a position in AMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q1 2026. 484 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

  • Sophron Capital Management held 283,360 shares of American Homes 4 Rent worth $9.5M as of Q2 2026.
  • Sophron Capital Management sold 124,226 American Homes 4 Rent shares in Q2 2026, an estimated $3.93M.
  • American Homes 4 Rent made up 2.94% of Sophron Capital Management's portfolio in Q2 2026, its #14 holding.
  • Sophron Capital Management first reported a position in American Homes 4 Rent in Q4 2024 and has held it in 7 quarters since.
  • Sophron Capital Management's American Homes 4 Rent position peaked at $11.4M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

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