AMHNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as AMH.PG, AMH.PH
American Homes 4 Rent
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$30.89−0.39 (-1.25%)
Close on Oct 19, 2026
- Market cap
- $11.15B
- P/E (TTM)
- 24.5
- Dividend yield
- 3.88%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.7%
326M of 359M shares
Institutional holders
483
87 new, 58 sold out
Net institutional buying
22M
In Q2 2026
Insider trades, 12 months
43 buys · 1 sales
Net bought $949.47K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 43,954,877 | 11.90% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Portfolio Management | 28,726,323 | 7.91% | 13G (passive) | Mar 31, 2026 |
| Norges Bank (The Central Bank Of Norway) | 23,288,637 | 6.44% | 13G (passive) amendment | Dec 31, 2023 |
| Tamara Hughes Gustavson | 21,470,284 | 5.98% | 13D (active) amendment | Sep 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 45,690,102 | 12.72% | $1.53B | +1,211,561 | 0.02% |
| Vanguard Portfolio Management LLC | 28,085,068 | 7.82% | $941.41M | −599,910 | 0.04% |
| Norges Bank | 22,081,035 | 6.15% | $740.16M | New | 0.07% |
| Principal Financial Group Inc | 20,691,697 | 5.76% | $693.59M | +1,754,299 | 0.34% |
| State Street Corp | 15,624,386 | 4.35% | $523.73M | −593,833 | 0.02% |
| Vanguard Capital Management LLC | 14,538,143 | 4.05% | $487.32M | −88,089 | 0.01% |
| FMR LLC | 9,639,014 | 2.68% | $323.10M | +348,389 | 0.01% |
| Aqr Capital Management LLC | 7,766,128 | 2.16% | $260.32M | +2,958,627 | 0.09% |
| Geode Capital Management, LLC | 7,501,635 | 2.09% | $251.51M | −50,239 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 6,122,232 | 1.70% | $205.22M | +2,577,340 | 0.09% |
| Price T Rowe Associates Inc /Md/ | 5,678,155 | 1.58% | $190.33K | +6,643 | 0.02% |
| JPMorgan Chase & Co | 5,497,012 | 1.53% | $187.32M | −1,139,498 | 0.01% |
| Duff & Phelps Investment Management Co | 5,281,145 | 1.47% | $177.02M | +704,148 | 1.67% |
| Charles Schwab Investment Management Inc | 5,270,116 | 1.47% | $176.65M | +179,149 | 0.02% |
| Nuveen, LLC | 5,111,728 | 1.42% | $171.35M | +1,337,685 | 0.04% |
| Northern Trust Corp | 4,875,334 | 1.36% | $163.42M | +1,484,441 | 0.02% |
| Dimensional Fund Advisors LP | 4,846,709 | 1.35% | $162.47M | −64,556 | 0.03% |
| Centersquare Investment Management LLC | 4,390,840 | 1.22% | $147.18M | −1,578,192 | 1.26% |
| Bank Of Montreal /Can/ | 3,962,654 | 1.10% | $132.83M | −48,111 | 0.04% |
| Goldman Sachs Group Inc | 3,897,116 | 1.09% | $130.63M | −229,913 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 483 | 326M | 90.7% | 87 / 168 | 162 / 58 | 50M | 28M |
| Q1 2026 | 461 | 305M | 84.8% | 80 / 160 | 181 / 94 | 83M | 64M |
| Q4 2025 | 481 | 331M | 92.1% | 73 / 171 | 179 / 67 | 54M | 31M |
| Q3 2025 | 483 | 313M | 87.0% | 71 / 174 | 176 / 53 | 23M | 42M |
| Q2 2025 | 470 | 332M | 92.3% | 70 / 185 | 156 / 42 | 23M | 18M |
| Q1 2025 | 446 | 326M | 90.8% | 61 / 154 | 177 / 57 | 29M | 22M |
| Q4 2024 | 447 | 324M | 90.1% | 60 / 166 | 159 / 55 | 28M | 31M |
| Q3 2024 | 449 | 328M | 91.3% | 63 / 161 | 165 / 41 | 58M | 30M |
| Q2 2024 | 433 | 341M | 95.0% | 53 / 171 | 151 / 36 | 17M | 22M |
| Q1 2024 | 423 | 347M | 96.6% | 62 / 162 | 141 / 63 | 43M | 32M |
| Q4 2023 | 425 | 336M | 93.5% | 76 / 174 | 129 / 33 | 36M | 25M |
| Q3 2023 | 386 | 325M | 90.6% | 45 / 176 | 112 / 33 | 25M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 12,088,066 | 3.37% | $403.98M | 0.55% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 10,840,384 | 3.02% | $363.37M | 0.29% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,284,059 | 2.86% | $344.72M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,426,310 | 2.07% | $248.93M | 0.13% | Jun 30, 2026 |
| Real Estate Securities Fund | 6,869,636 | 1.91% | $229.58M | 3.27% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,706,474 | 1.31% | $157.76M | 0.23% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,632,963 | 1.01% | $121.78M | 0.12% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 2,306,319 | 0.64% | $73.99M | 0.74% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 2,121,507 | 0.59% | $70.90M | 0.65% | Jul 31, 2026 |
| Fidelity Real Estate Investment Portfolio | 1,910,917 | 0.53% | $63.86M | 1.87% | Jul 31, 2026 |
| Fidelity SAI Real Estate Fund | 1,796,782 | 0.50% | $60.05M | 1.88% | Jul 31, 2026 |
| Dfa Real Estate Securities Portfolio | 1,764,401 | 0.49% | $58.97M | 0.83% | Jul 31, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 1,693,091 | 0.47% | $56.75M | 0.56% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,687,672 | 0.47% | $54.14M | 0.13% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,603,410 | 0.45% | $53.75M | 0.29% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bryan Smith | Chief Executive Officer, Director | 284,164 | 0.08% | Feb 9, 2026 |
| Christopher Lau | CFO and Sr. EVP | 311,012 | 0.09% | Mar 24, 2026 |
| Brian Reitz | Chief Accounting Officer | 24,625 | 0.01% | Feb 26, 2026 |
| Sara H. Vogt-Lowell | CAO & CLO | 141,641 | 0.04% | Feb 9, 2026 |
| Jack E. Corrigan | Director | 259,994 | 0.07% | Sep 14, 2026 |
| Douglas N. Benham | Director | 77,187 | 0.02% | Aug 13, 2026 |
| Tamara Hughes Gustavson | Director | 21,470,284 | 5.98% | Jun 9, 2026 |
| Lynn C. Swann | Director | 51,331 | 0.01% | May 18, 2026 |
| Jay Willoughby | Director | 33,476 | 0.01% | May 18, 2026 |
| Matthew R. Zaist | Director | 32,829 | 0.01% | May 18, 2026 |
| Michelle C. Kerrick | Director | 28,313 | 0.01% | May 18, 2026 |
| Winifred Markus Webb | Director | 32,017 | 0.01% | May 18, 2026 |
| Matthew J. Hart | Director | 68,018 | 0.02% | May 18, 2026 |
| David Goldberg | Director | 63,419 | 0.02% | Mar 9, 2026 |
| David P. Singelyn | Director | 558,301 | 0.16% | Feb 10, 2025 |
| James H. Kropp | Director | 56,671 | 0.02% | Nov 6, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jack E. Corrigan Director | Sep 11, 2026 | Buy | +4,000 | $21.50 | $86.00K | 25,000 |
| Jack E. Corrigan Director | Sep 11, 2026 | Buy | +1,000 | $21.55 | $21.55K | 24,000 |
| Jack E. Corrigan Director | Sep 11, 2026 | Buy | +3,000 | $21.47 | $64.41K | 20,200 |
| Jack E. Corrigan Director | Sep 10, 2026 | Buy | +1,000 | $21.60 | $21.60K | 23,000 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +1,800 | $22.46 | $40.43K | 17,200 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +2,000 | $22.43 | $44.86K | 21,000 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +200 | $22.35 | $4.47K | 500 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +200 | $22.35 | $4.47K | 500 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +100 | $22.39 | $2.24K | 600 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +700 | $22.39 | $15.67K | 2,000 |
| Jack E. Corrigan Director | Aug 24, 2026 | Buy | +1,000 | $22.39 | $22.39K | 22,000 |
| Douglas N. Benham Director | Aug 12, 2026 | Buy | +500 | $22.51 | $11.26K | 18,521 |
| Douglas N. Benham Director | Aug 11, 2026 | Buy | +1,500 | $22.60 | $33.90K | 18,021 |
| Douglas N. Benham Director | Aug 11, 2026 | Buy | +2,000 | $23.70 | $47.40K | 46,717 |
| Jack E. Corrigan Director | Aug 10, 2026 | Buy | +1,000 | $22.70 | $22.70K | 21,000 |
| Jack E. Corrigan Director | Aug 10, 2026 | Buy | +2,000 | $22.79 | $45.58K | 19,000 |
| Jack E. Corrigan Director | Aug 10, 2026 | Buy | +2,000 | $22.85 | $45.70K | 15,400 |
| Tamara Hughes Gustavson Director | Jun 5, 2026 | Option exercise | +10,000 | $19.40 | $194.00K | 9,415,345 |
| Tamara Hughes Gustavson Director | Jun 5, 2026 | Option exercise | +10,000 | $21.57 | $215.70K | 9,395,345 |
| Tamara Hughes Gustavson Director | Jun 5, 2026 | Option exercise | +10,000 | $23.38 | $233.80K | 9,405,345 |
| Jack E. Corrigan Director | May 18, 2026 | Buy | +89 | $23.50 | $2.09K | 13,400 |
| Jack E. Corrigan Director | May 18, 2026 | Buy | +1,952 | $23.53 | $45.93K | 17,000 |
| Jack E. Corrigan Director | May 15, 2026 | Buy | +48 | $23.40 | $1.12K | 15,048 |
| Jack E. Corrigan Director | May 15, 2026 | Buy | +1,311 | $23.40 | $30.68K | 13,311 |
| Tamara Hughes Gustavson Director | May 14, 2026 | Award | +5,421 | – | – | 9,385,345 |
| Jay Willoughby Director | May 14, 2026 | Award | +5,421 | – | – | 33,476 |
| Matthew J. Hart Director | May 14, 2026 | Award | +7,016 | – | – | 68,018 |
| Douglas N. Benham Director | May 14, 2026 | Award | +5,421 | – | – | 39,648 |
| Michelle C. Kerrick Director | May 14, 2026 | Award | +5,421 | – | – | 5,421 |
| Lynn C. Swann Director | May 14, 2026 | Award | +5,421 | – | – | 41,331 |
| Matthew R. Zaist Director | May 14, 2026 | Award | +5,421 | – | – | 32,829 |
| Winifred Markus Webb Director | May 14, 2026 | Award | +5,421 | – | – | 32,017 |
| Jack E. Corrigan Director | May 14, 2026 | Award | +5,421 | – | – | 82,732 |
| Jack E. Corrigan Director | May 13, 2026 | Buy | +94 | $23.25 | $2.19K | 100 |
| Jack E. Corrigan Director | May 13, 2026 | Buy | +400 | $23.25 | $9.30K | 20,000 |
| Jack E. Corrigan Director | May 13, 2026 | Buy | +100 | $23.25 | $2.33K | 100 |
| Jack E. Corrigan Director | May 13, 2026 | Buy | +1,000 | $23.25 | $23.25K | 12,000 |
| Jack E. Corrigan Director | May 12, 2026 | Buy | +6 | $23.00 | $138 | 6 |
| Christopher Lau CFO and Sr. EVP | Mar 19, 2026 | Gift | −1,075 | – | – | 311,012 |
| David Goldberg Director | Mar 3, 2026 | Buy | +2,000 | $29.30 | $58.60K | 36,723 |
| Douglas N. Benham Director | Mar 2, 2026 | Buy | +1,200 | $24.20 | $29.04K | 44,717 |
| Douglas N. Benham Director | Feb 25, 2026 | Buy | +1,571 | $24.00 | $37.70K | 43,517 |
| David Goldberg Director | Feb 24, 2026 | Buy | +2,000 | $29.17 | $58.34K | 34,723 |
| Brian Reitz Chief Accounting Officer | Feb 24, 2026 | Sale | −7,000 | $29.34 | $205.38K | 24,625 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +100 | $22.90 | $2.29K | 400 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +2,300 | $22.97 | $52.83K | 19,600 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +300 | $22.95 | $6.89K | 1,300 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +1,000 | $22.95 | $22.95K | 11,000 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +1,000 | $22.95 | $22.95K | 15,000 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +100 | $22.90 | $2.29K | 500 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +100 | $22.90 | $2.29K | 500 |
| Jack E. Corrigan Director | Feb 23, 2026 | Buy | +100 | $22.90 | $2.29K | 100 |
| Douglas N. Benham Director | Feb 23, 2026 | Buy | +2,000 | $29.15 | $58.30K | 34,227 |
| Bryan Smith Chief Executive Officer, Director | Feb 7, 2026 | Returned to company | −21,612 | $30.84 | $666.51K | 284,164 |
| Bryan Smith Chief Executive Officer, Director | Feb 7, 2026 | Award | +47,687 | – | – | 305,776 |
| Sara H. Vogt-Lowell CAO & CLO | Feb 7, 2026 | Award | +25,474 | – | – | 137,766 |
| Sara H. Vogt-Lowell CAO & CLO | Feb 7, 2026 | Returned to company | −14,928 | $30.84 | $460.38K | 122,838 |
| Brian Reitz Chief Accounting Officer | Feb 7, 2026 | Returned to company | −1,634 | $30.84 | $50.39K | 31,625 |
| Brian Reitz Chief Accounting Officer | Feb 7, 2026 | Award | +3,179 | – | – | 33,259 |
| Christopher Lau CFO and Sr. EVP | Feb 7, 2026 | Award | +47,687 | – | – | 340,033 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Reitz Brian Officer | Feb 24, 2026 | 7,000 | $205.38K | Feb 24, 2026 | Restricted Stock |
| J. Hart Matthew Director | Sep 9, 2025 | 23,270 | $801.55K | Sep 9, 2025 | Stock Option Exercise |
| Douglas N. Benham Director | May 8, 2025 | 1,700 | $65.23K | May 8, 2025 | RESTRICTED STOCK |
| Sara H. Vogt-Lowell Officer | May 5, 2025 | 42,500 | $1.66M | May 5, 2025 | STOCK OPTION EXERCISE |
| Jack E. Corrigan Director | May 5, 2025 | 25,000 | $976.00K | May 5, 2025 | RSU vesting |
| Jack E. Corrigan Director | Feb 27, 2025 | 10,000 | $360.70K | Feb 27, 2025 | Vested Restricted Stock |
| Brian Reitz Officer | Feb 24, 2025 | 6,714 | $235.53K | Feb 24, 2025 | RESTRICTED STOCK |
| Bryan Smith Officer | Dec 4, 2024 | 40,000 | $1.52M | Dec 4, 2024 | STOCK OPTION EXERCISE |
| Matthew J. Hart Director | Nov 5, 2024 | 6,895 | $243.40K | Nov 5, 2024 | STOCK OPTION EXERCISE |
| James H. Kropp Director | Nov 4, 2024 | 5,000 | $176.01K | Nov 4, 2024 | STOCK OPTION EXERCISE |
| Jack E. Corrigan Director | Oct 31, 2024 | 100,000 | $3.62M | Oct 31, 2024 | Equity Compensation |
| Douglas N. Benham Director | May 15, 2024 | 1,700 | $62.14K | May 15, 2024 | RESTRICTED STOCK |
| Bryan Smith Officer | Mar 8, 2024 | 90,000 | $3.31M | Mar 8, 2024 | STOCK OPTION EXERCISE |
| Matthew J. Hart Director | Feb 27, 2024 | 7,263 | $266.96K | Feb 27, 2024 | STOCK OPTION EXERCISE |
| Brian Reitz Officer | Feb 26, 2024 | 3,000 | $106.61K | Feb 26, 2024 | RESTRICTED STOCK |