American Homes 4 Rent
445 hedge funds and large institutions have $12.3B invested in American Homes 4 Rent in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 178 reducing their positions, and 57 closing their positions.
4% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 57
0.93% more ownership
Funds ownership: 87.42% → 88.35% (+0.93%)
0% less capital invested
Capital invested by funds: $12.4B → $12.3B (-$11.9M)
0% less funds holding
Funds holding: 446 → 445 (-1)
13% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 178
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$103M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$84.8M |
| 3 |
JP Morgan Chase
New York
|
+$74.8M |
| 4 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$59.2M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$291M |
| 2 |
5NCM
59 North Capital Management
Houston,
Texas
|
-$90.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$90.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$53.5M |
AMH Hedge Fund Activity: Q1 2025 in Review
445 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2025, worth a combined $12.3B — down 0.1% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AMH positions and 57 closed out — a net gain of 2 holders — while 154 added to existing stakes and 178 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $103M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $291M sold.
- 445 institutional investors held American Homes 4 Rent (AMH) as of Q1 2025, down from 446 in Q4 2024.
- Funds reported $12.3B of American Homes 4 Rent stock for Q1 2025, down 0.1% quarter-over-quarter.
- 59 funds opened new American Homes 4 Rent positions in Q1 2025 and 57 closed out, a net change of +2 holders.
- The largest American Homes 4 Rent buyer in Q1 2025 was Cohen & Steers, an estimated $103M added.
- The largest American Homes 4 Rent seller in Q1 2025 was Koshinski Asset Management, an estimated $291M sold.
Based on aggregated 13F filings for Q1 2025.