Marty Whitman
Third Avenue Management
Third Avenue Management American Homes 4 Rent stake
total: 405
Third Avenue Management AMH trades
- Total transactions:
- 25
- New positions:
- 2
- Sold out:
- 1
- Added:
- 6
- Reduced:
- 16
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Third Avenue Management holds 262,058 American Homes 4 Rent (AMH) shares with a market value of roughly $8.78M accounting for 1.40% of the overall portfolio. To date, the estimated cost basis is nearly $28.48 for "buy" trades and estimated average "sell" price is $35.1. Third Avenue Management first purchased AMH in 2013 Q4, initially acquiring 880,720 shares. Third Avenue Management later completely sold out the position and invested in American Homes 4 Rent again in 2020 Q2. Since the initial investment in American Homes 4 Rent (AMH), Third Avenue Management has made 24 more transactions.
When did Third Avenue Management buy American Homes 4 Rent (AMH)?
Third Avenue Management first invested in American Homes 4 Rent (AMH) in 2013 Q4 at the reported quarter-end price of $16.20 per share.
What's the cost basis of Third Avenue Management's AMH stake?
The estimated cost basis for American Homes 4 Rent (AMH) stake is around $28.48 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $28.48
- Weighted AVG sell price:
- $35.10
Third Avenue Management's historical trades in American Homes 4 Rent
25 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.40%
|
262,058
|
$33.52
|
$8,784,184
|
-0.18% (-462)
|
-0%
|
|
2026 Q1
|
1.19%
|
262,520
|
$27.92
|
$7,329,558
|
-5.74% (-15,992)
|
-0.08%
|
|
2025 Q4
|
1.62%
|
278,512
|
$32.10
|
$8,940,235
|
+45.77% (+87,446)
|
+0.51%
|
|
2025 Q2
|
1.42%
|
191,066
|
$36.07
|
$6,891,751
|
-0.78% (-1,494)
|
-0.01%
|
|
2025 Q1
|
1.46%
|
192,560
|
$37.81
|
$7,280,694
|
-40.05% (-128,661)
|
-0.94%
|
|
2024 Q3
|
2.02%
|
321,221
|
$38.39
|
$12,331,674
|
+0.19% (+600)
|
+0%
|
|
2024 Q2
|
2.04%
|
320,621
|
$37.16
|
$11,914,276
|
-5.56% (-18,887)
|
-0.11%
|
|
2024 Q1
|
1.99%
|
339,508
|
$36.78
|
$12,487,104
|
+0.33% (+1,129)
|
+0.01%
|
|
2023 Q4
|
2.00%
|
338,379
|
$35.96
|
$12,168,109
|
-4.75% (-16,882)
|
-0.1%
|
|
2023 Q3
|
2.02%
|
355,261
|
$33.86
|
$12,029,137
|
-0.16% (-562)
|
-0%
|
|
2023 Q1
|
1.91%
|
$31.45
|
-13.88% (-57,340)
|
|||
|
2022 Q4
|
2.17%
|
$30.14
|
-3.27% (-13,967)
|
|||
|
2022 Q3
|
2.76%
|
$32.81
|
-2.17% (-9,486)
|
|||
|
2022 Q2
|
2.75%
|
$35.44
|
-12.40% (-61,828)
|
|||
|
2022 Q1
|
2.72%
|
$40.03
|
-0.82% (-4,142)
|
|||
|
2021 Q4
|
2.88%
|
$43.61
|
-0.60% (-3,059)
|
|||
|
2021 Q3
|
2.59%
|
$38.12
|
-0.18% (-924)
|
|||
|
2021 Q2
|
2.60%
|
$38.85
|
+4.29% (+20,851)
|
|||
|
2021 Q1
|
2.14%
|
$33.34
|
-6.18% (-32,011)
|
|||
|
2020 Q4
|
2.18%
|
$30.00
|
+12.09% (+55,824)
|
|||
|
2020 Q3
|
1.83%
|
$28.48
|
+14.76% (+59,413)
|
|||
|
2020 Q2
|
1.52%
|
$26.90
|
new
|
|||
|
2014 Q3
|
0.00%
|
$17.76
|
-100% (-686,217)
|
|||
|
2014 Q2
|
0.24%
|
$17.76
|
-22.08% (-194,503)
|
|||
|
2013 Q4
|
0.26%
|
$16.20
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.