Waterfront Capital Partners’s American Homes 4 Rent AMH Stock Holding History

Waterfront Capital Partners’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
2025 Q3	–	Sell	-307,559	Closed	-$11.1M	–	21
2025 Q2	$11.1M	Sell	307,559 -534,428	-63%	-$19.8M	2.72%	20
2025 Q1	$31.8M	Buy	+841,987	New	+$30.1M	5.45%	1
2024 Q3	–	Sell	-947,645	Closed	-$35.2M	–	36
2024 Q2	$35.2M	Buy	+947,645	New	+$34.1M	4.14%	11
2024 Q1	–	Sell	-1,527,950	Closed	-$54.9M	–	39
2023 Q4	$54.9M	Sell	1,527,950 -64,829	-4%	-$2.26M	4.52%	7
2023 Q3	$53.7M	Buy	+1,592,779	New	+$57.2M	5.26%	5
2021 Q3	–	Sell	-1,314,532	Closed	-$51.1M	–	47
2021 Q2	$51.1M	Buy	1,314,532 +127,956	+11%	+$4.75M	3.84%	8
2021 Q1	$39.6M	Buy	+1,186,576	New	+$37M	3.58%	9
2018 Q3	–	Sell	-945,676	Closed	-$21M	–	53
2018 Q2	$21M	Buy	+945,676	New	+$19.3M	2.48%	15

Other funds holding AMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Waterfront Capital Partners's AMH Position: Q3 2025 in Review

Waterfront Capital Partners sold out of American Homes 4 Rent (AMH) in Q3 2025, closing a stake of 307,559 shares — an estimated $11.1M sold.

Waterfront Capital Partners first reported a position in AMH in Q2 2018 and held it in 8 quarters. The position peaked at $54.9M in Q4 2023. 482 funds tracked by Wall St. Rank hold AMH as of Q3 2025.

Waterfront Capital Partners reported no remaining American Homes 4 Rent position as of Q3 2025 after selling out during the quarter.
Waterfront Capital Partners sold 307,559 American Homes 4 Rent shares in Q3 2025, an estimated $11.1M.
Waterfront Capital Partners first reported a position in American Homes 4 Rent in Q2 2018 and held it in 8 quarters.
Waterfront Capital Partners's American Homes 4 Rent position peaked at $54.9M in Q4 2023.
482 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q3 2025.

Based on Waterfront Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.