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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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