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Third Avenue Management’s American Homes 4 Rent AMH Stock Holding History

Third Avenue 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 		$8.78M Sell
262,058
-462
-0.2% -$14.6K 1.4% 23
2026
Q1 		$7.33M Sell
262,520
-15,992
-6% -$484K 1.19% 25
2025
Q4 		$8.94M Buy
278,512
+87,446
+46% +$2.8M 1.62% 24
2025
Q3 		$6.27M Hold
191,066
– – 1.18% 28
2025
Q2 		$6.89M Sell
191,066
-1,494
-0.8% -$55.3K 1.42% 23
2025
Q1 		$7.28M Sell
192,560
-128,661
-40% -$4.6M 1.46% 22
2024
Q4 		$12M Hold
321,221
– – 2.33% 15
2024
Q3 		$12.3M Buy
321,221
+600
+0.2% +$22.9K 2.02% 17
2024
Q2 		$11.9M Sell
320,621
-18,887
-6% -$679K 2.04% 16
2024
Q1 		$12.5M Buy
339,508
+1,129
+0.3% +$40.3K 1.99% 16
2023
Q4 		$12.2M Sell
338,379
-16,882
-5% -$590K 2% 15
2023
Q3 		$12M Sell
355,261
-562
-0.2% -$20.2K 2.02% 15
2023
Q2 		$12.6M Hold
355,823
– – 2.08% 18
2023
Q1 		$11.2M Sell
355,823
-57,340
-14% -$1.83M 1.91% 19
2022
Q4 		$12.5M Sell
413,163
-13,967
-3% -$443K 2.17% 17
2022
Q3 		$14M Sell
427,130
-9,486
-2% -$343K 2.76% 17
2022
Q2 		$15.5M Sell
436,616
-61,828
-12% -$2.34M 2.75% 13
2022
Q1 		$20M Sell
498,444
-4,142
-0.8% -$163K 2.72% 15
2021
Q4 		$21.9M Sell
502,586
-3,059
-0.6% -$124K 2.88% 12
2021
Q3 		$19.3M Sell
505,645
-924
-0.2% -$37.8K 2.59% 14
2021
Q2 		$19.7M Buy
506,569
+20,851
+4% +$774K 2.6% 15
2021
Q1 		$16.2M Sell
485,718
-32,011
-6% -$998K 2.14% 17
2020
Q4 		$15.5M Buy
517,729
+55,824
+12% +$1.64M 2.18% 18
2020
Q3 		$13.2M Buy
461,905
+59,413
+15% +$1.68M 1.83% 19
2020
Q2 		$10.8M Buy
+402,492
New +$10M 1.52% 20
2014
Q3 		– Sell
-686,217
Closed -$12.2M – 147
2014
Q2 		$12.2M Sell
686,217
-194,503
-22% -$3.32M 0.24% 101
2014
Q1 		$14.7M Hold
880,720
– – 0.29% 95
2013
Q4 		$14.3M Buy
+880,720
New +$14.2M 0.26% 92

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

Third Avenue Management's AMH Position: Q2 2026 in Review

Third Avenue Management reduced its American Homes 4 Rent (AMH) stake by 0.18% in Q2 2026, selling an estimated $14.6K and leaving 262,058 shares worth $8.78M. The position accounts for 1.4% of the portfolio, ranked #23.

Third Avenue Management first reported a position in AMH in Q4 2013 and has held it in 28 quarters since. The position peaked at $21.9M in Q4 2021. 483 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

  • Third Avenue Management held 262,058 shares of American Homes 4 Rent worth $8.78M as of Q2 2026.
  • Third Avenue Management sold 462 American Homes 4 Rent shares in Q2 2026, an estimated $14.6K.
  • American Homes 4 Rent made up 1.4% of Third Avenue Management's portfolio in Q2 2026, its #23 holding.
  • Third Avenue Management first reported a position in American Homes 4 Rent in Q4 2013 and has held it in 28 quarters since.
  • Third Avenue Management's American Homes 4 Rent position peaked at $21.9M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Third Avenue Management's 13F filing for Q2 2026, filed 12 Aug 2026.