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Van Lanschot Kempen Investment Management’s American Homes 4 Rent AMH Stock Holding History

Van Lanschot Kempen Investment 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 		$30.5M Buy
909,984
+235,972
+35% +$7.46M 0.23% 71
2026
Q1 		$18.8M Sell
674,012
-116,114
-15% -$3.51M 0.17% 97
2025
Q4 		$25.4M Sell
790,126
-550,654
-41% -$17.6M 0.22% 81
2025
Q3 		$44.6M Sell
1,340,780
-247,961
-16% -$8.65M 0.4% 41
2025
Q2 		$57.3M Buy
1,588,741
+237,390
+18% +$8.78M 0.55% 32
2025
Q1 		$51.1M Sell
1,351,351
-157,798
-10% -$5.64M 0.53% 42
2024
Q4 		$56.5M Sell
1,509,149
-69,243
-4% -$2.59M 0.56% 44
2024
Q3 		$60.6M Buy
1,578,392
+140,824
+10% +$5.37M 0.62% 45
2024
Q2 		$53.4M Buy
1,437,568
+405,468
+39% +$14.6M 0.6% 43
2024
Q1 		$38M Sell
1,032,100
-3,800
-0.4% -$136K 0.47% 63
2023
Q4 		$37.3M Sell
1,035,900
-51,837
-5% -$1.81M 0.52% 59
2023
Q3 		$36.6M Sell
1,087,737
-312,176
-22% -$11.2M 0.68% 44
2023
Q2 		$49.6M Buy
1,399,913
+51,700
+4% +$1.75M 0.89% 40
2023
Q1 		$42.4M Buy
1,348,213
+27,900
+2% +$890K 0.81% 45
2022
Q4 		$39.8M Buy
1,320,313
+26,500
+2% +$840K 1.16% 31
2022
Q3 		$42.5M Buy
1,293,813
+290,476
+29% +$10.5M 1.71% 15
2022
Q2 		$35.6M Buy
1,003,337
+265,600
+36% +$10.1M 1.28% 23
2022
Q1 		$29.5M Buy
737,737
+545,037
+283% +$21.5M 0.9% 36
2021
Q4 		$8.4M Buy
+192,700
New +$7.81M 0.26% 98
2020
Q1 		– Sell
-218,300
Closed -$5.72M – 193
2019
Q4 		$5.72M Buy
218,300
+21,200
+11% +$553K 0.36% 81
2019
Q3 		$5.1M Buy
+197,100
New +$4.94M 0.41% 79
2019
Q1 		– Sell
-1,017
Closed -$20K – 187
2018
Q4 		$20K Sell
1,017
-47,661
-98% -$975K ﹤0.01% 168
2018
Q3 		$1.07M Sell
48,678
-6,600
-12% -$149K 0.09% 144
2018
Q2 		$1.23M Buy
+55,278
New +$1.13M 0.09% 148

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

Van Lanschot Kempen Investment Management's AMH Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management increased its American Homes 4 Rent (AMH) stake by 35% in Q2 2026, buying an estimated $7.46M and bringing the position to 909,984 shares worth $30.5M. The position accounts for 0.23% of the portfolio, ranked #71.

Van Lanschot Kempen Investment Management first reported a position in AMH in Q2 2018 and has held it in 24 quarters since. The position peaked at $60.6M in Q3 2024. 482 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

  • Van Lanschot Kempen Investment Management held 909,984 shares of American Homes 4 Rent worth $30.5M as of Q2 2026.
  • Van Lanschot Kempen Investment Management bought 235,972 American Homes 4 Rent shares in Q2 2026, an estimated $7.46M.
  • American Homes 4 Rent made up 0.23% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #71 holding.
  • Van Lanschot Kempen Investment Management first reported a position in American Homes 4 Rent in Q2 2018 and has held it in 24 quarters since.
  • Van Lanschot Kempen Investment Management's American Homes 4 Rent position peaked at $60.6M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.