AMH
American Homes 4 Rent
American Homes 4 Rent historical holders
total: 2
Third Avenue Management American Homes 4 Rent transactions over time
- Total transactions:
- 24
- New positions:
- 2
- Sold out:
- 1
- Added:
- 6
- Reduced:
- 15
- Held since:
- 2020 Q2
- Held for:
- 24 quarters
- Latest activity:
- 2026 Q1
Third Avenue Management has been an institutional investor in American Homes 4 Rent (AMH) since 2013 Q4. According to 2026 Q1 report, Third Avenue Management holds 262,520 shares with a market value of roughly $7.33M representing 1.19% of their equity portfolio. The fund/company first acquired AMH in 2013 Q4, initially purchasing 880,720 shares. Third Avenue Management later completely sold out the position and reinvested in AMH again in 2020 Q2. Since the initial investment, Third Avenue Management has made 23 more transactions in this position.
Does Third Avenue Management still hold AMH?
Yes, Third Avenue Management continues to hold American Homes 4 Rent (AMH). According to their 2026 Q1 report, they maintain a position of 262,520 shares valued at approximately $7.33M, representing 1.19% of their equity portfolio.
When did Third Avenue Management first invest in 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, acquiring 880,720 shares in their initial purchase.
What is Third Avenue Management's average cost basis for AMH?
Based on historical transaction data, Third Avenue Management's estimated cost basis for American Homes 4 Rent (AMH) is approximately $28.48 per share. This represents their average reported price* across all buy transactions.
Has Third Avenue Management reinvested in AMH after selling?
Yes, Third Avenue Management has shown renewed interest in American Homes 4 Rent (AMH). After completely selling their position, they reinitiated an investment in 2020 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $28.48
- Weighted AVG sell price:
- $35.10
AMH transactions history by Third Avenue Management
24 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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%
|
355,823
|
$31.45
|
$11,190,633
|
-13.88% (-57,340)
|
-0.31%
|
|
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.