American Homes 4 Rent
482 hedge funds and large institutions have $10.1B invested in American Homes 4 Rent in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 172 increasing their positions, 178 reducing their positions, and 53 closing their positions.
34% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 53
3% more funds holding
Funds holding: 469 → 482 (+13)
3% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 178
7.32% less ownership
Funds ownership: 89.59% → 82.27% (-7.3%)
15% less capital invested
Capital invested by funds: $11.9B → $10.1B (-$1.81B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
51% less call options, than puts
Call options by funds: $1.13M | Put options by funds: $2.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$73.4M |
| 2 |
LPC
Long Pond Capital
New York
|
+$54.5M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$43.5M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$41.9M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$222M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$65.2M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$63.2M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$42.8M |
AMH Hedge Fund Activity: Q3 2025 in Review
482 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2025, worth a combined $10.1B — down 15% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new AMH positions and 53 closed out — a net gain of 18 holders — while 172 added to existing stakes and 178 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $73.4M. The largest seller was JP Morgan Chase, cutting an estimated $222M.
- 482 institutional investors held American Homes 4 Rent (AMH) as of Q3 2025, up from 469 in Q2 2025.
- Funds reported $10.1B of American Homes 4 Rent stock for Q3 2025, down 15% quarter-over-quarter.
- 71 funds opened new American Homes 4 Rent positions in Q3 2025 and 53 closed out, a net change of +18 holders.
- The largest American Homes 4 Rent buyer in Q3 2025 was Cohen & Steers, an estimated $73.4M added.
- The largest American Homes 4 Rent seller in Q3 2025 was JP Morgan Chase, an estimated $222M sold.
Based on aggregated 13F filings for Q3 2025.