TwinBeech Capital’s American Homes 4 Rent AMH Stock Holding History

TwinBeech Capital’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
2024 Q4	–	Sell	-38,610	Closed	-$1.48M	–	598
2024 Q3	$1.48M	Buy	+38,610	New	+$1.47M	0.03%	445
2024 Q1	–	Sell	-136,356	Closed	-$4.9M	–	534
2023 Q4	$4.9M	Buy	+136,356	New	+$4.76M	0.08%	272
2023 Q3	–	Sell	-102,768	Closed	-$3.64M	–	627
2023 Q2	$3.64M	Buy	+102,768	New	+$3.48M	0.07%	295
2022 Q3	–	Sell	-64,048	Closed	-$2.27M	–	607
2022 Q2	$2.27M	Buy	64,048 +32,608	+104%	+$1.23M	0.1%	202
2022 Q1	$1.26M	Buy	31,440 +5,066	+19%	+$200K	0.06%	288
2021 Q4	$1.15M	Buy	+26,374	New	+$1.07M	0.07%	323
2021 Q2	–	Sell	-9,358	Closed	-$312K	–	435
2021 Q1	$312K	Buy	+9,358	New	+$292K	0.05%	368

Other funds holding AMH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TwinBeech Capital's AMH Position: Q4 2024 in Review

TwinBeech Capital sold out of American Homes 4 Rent (AMH) in Q4 2024, closing a stake of 38,610 shares — an estimated $1.48M sold.

TwinBeech Capital first reported a position in AMH in Q1 2021 and held it in 7 quarters. The position peaked at $4.9M in Q4 2023. 447 funds tracked by Wall St. Rank hold AMH as of Q4 2024.

TwinBeech Capital reported no remaining American Homes 4 Rent position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 38,610 American Homes 4 Rent shares in Q4 2024, an estimated $1.48M.
TwinBeech Capital first reported a position in American Homes 4 Rent in Q1 2021 and held it in 7 quarters.
TwinBeech Capital's American Homes 4 Rent position peaked at $4.9M in Q4 2023.
447 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.