American Homes 4 Rent
AMH
461 hedge funds and large institutions have $8.51B invested in American Homes 4 Rent in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 161 increasing their positions, 179 reducing their positions, and 94 closing their positions.
4% less funds holding
Funds holding: 480 → 461 (-19)
5.03% less ownership
Funds ownership: 88.89% → 83.86% (-5%)
10% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 179
14% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 94
19% less capital invested
Capital invested by funds: $10.6B → $8.51B (-$2.06B)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
85% less call options, than puts
Call options by funds: $595K | Put options by funds: $3.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$121M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$94.5M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$73M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$51.2M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$247M |
| 2 |
State Street
Boston,
Massachusetts
|
-$67.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$67.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$54.5M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$48.3M |
AMH Hedge Fund Activity: Q1 2026 in Review
461 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2026, worth a combined $8.51B — down 19% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of AMH and 81 opened new positions — a net loss of 13 holders — while 179 trimmed existing stakes and 161 added.
The largest buyer was UBS Group, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $247M.
- 461 institutional investors held American Homes 4 Rent (AMH) as of Q1 2026, down from 480 in Q4 2025.
- Funds reported $8.51B of American Homes 4 Rent stock for Q1 2026, down 19% quarter-over-quarter.
- 81 funds opened new American Homes 4 Rent positions in Q1 2026 and 94 closed out, a net change of -13 holders.
- The largest American Homes 4 Rent buyer in Q1 2026 was UBS Group, an estimated $121M added.
- The largest American Homes 4 Rent seller in Q1 2026 was Cohen & Steers, an estimated $247M sold.
Based on aggregated 13F filings for Q1 2026.