American Homes 4 Rent: which funds bought and sold
Institutions that bought and sold American Homes 4 Rent shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 248 institutions that filed 13F reports for both quarters added to or opened positions in American Homes 4 Rent, and 219 cut or closed them. Together they sold a net 642K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.8M shares (+10.0%); index fund managers were net buyers of 1.5M shares (+1.2%). 82 opened a new position and 58 sold out entirely.
Bought, Q2 2026 248 institutions, 82 of them new holders Sold, Q2 2026 219 institutions, 58 of them sold out
Net change, all compared −642K shares (−0.2%)
Net change, active managers +4.8M shares (+10.0%), 32 bought, 25 sold
Buyers versus sellers
248 bought 66 219 sold
Active managers and hedge funds 32 bought · 25 sold · +4.8M
Index fund managers 4 bought · 7 sold · +1.5M
Other institutions 212 bought · 187 sold · −7.0M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +3.0M +61.5% | 7.8M | $260M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +2.6M +72.7% | 6.1M | $205M |
| Principal Financial Group Inc | +1.8M +9.3% | 20.7M | $694M |
| Northern Trust Corp Index funds | +1.5M +43.8% | 4.9M | $163M |
| Nuveen, LLC | +1.3M +35.4% | 5.1M | $171M |
| Heitman Real Estate Securities LLC | +1.2M New position | 1.2M | $40.9M |
| Blackrock, Inc. Index funds | +1.2M +2.7% | 45.7M | $1.5B |
| Wellington Management Group LLP Active manager | +928K New position | 928K | $31.1M |
| Millennium Management LLC Hedge fund | +923K +33.7% | 3.7M | $123M |
| American Century Companies Inc Active manager | +726K +138.3% | 1.3M | $41.9M |
| Duff & Phelps Investment Management Co | +704K +15.4% | 5.3M | $177M |
| Jacobs Levy Equity Management, Inc Active manager | +687K +123.8% | 1.2M | $41.6M |
| Artisan Partners Limited Partnership Active manager | +620K New position | 620K | $20.8M |
| Quantinno Capital Management LP | +587K +43.2% | 1.9M | $65.2M |
| Jane Street Group, LLC | +584K New position | 584K | $19.6M |
| Gotham Asset Management, LLC Hedge fund | +583K +86.4% | 1.3M | $42.2M |
| Renaissance Technologies LLC Hedge fund | +553K New position | 553K | $18.5M |
| Point72 Asset Management, L.P. Hedge fund | +533K New position | 533K | $17.9M |
| Panagora Asset Management Inc Active manager | +426K +5235.7% | 434K | $14.6M |
| FMR LLC Active manager | +348K +3.7% | 9.6M | $323M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +3.0M +61.5% | 7.8M | $260M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +2.6M +72.7% | 6.1M | $205M |
| Wellington Management Group LLP Active manager | +928K New position | 928K | $31.1M |
| Millennium Management LLC Hedge fund | +923K +33.7% | 3.7M | $123M |
| American Century Companies Inc Active manager | +726K +138.3% | 1.3M | $41.9M |
| Jacobs Levy Equity Management, Inc Active manager | +687K +123.8% | 1.2M | $41.6M |
| Artisan Partners Limited Partnership Active manager | +620K New position | 620K | $20.8M |
| Gotham Asset Management, LLC Hedge fund | +583K +86.4% | 1.3M | $42.2M |
| Renaissance Technologies LLC Hedge fund | +553K New position | 553K | $18.5M |
| Point72 Asset Management, L.P. Hedge fund | +533K New position | 533K | $17.9M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | −3.3M −65.8% | 1.7M | $57.7M |
| Qube Research & Technologies Ltd Hedge fund | −2.2M −92.1% | 190K | $6.4M |
| Deutsche Bank Ag\ | −1.8M −90.7% | 181K | $6.1M |
| Centersquare Investment Management LLC | −1.6M −26.4% | 4.4M | $147M |
| Clearbridge Investments, LLC Active manager | −1.6M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −1.4M −55.3% | 1.2M | $42.4M |
| Jpmorgan Chase & Co | −1.1M −17.2% | 5.5M | $187M |
| Long Pond Capital, LP | −1.1M Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −985K Sold out | 0 | — |
| Russell Investments Group, Ltd. | −919K −51.6% | 864K | $29M |
| Balyasny Asset Management L.P. Hedge fund | −740K −66.5% | 373K | $12.5M |
| Vanguard Portfolio Management LLC Index funds | −600K −2.1% | 28.1M | $941M |
| State Street Corp Index funds | −594K −3.7% | 15.6M | $524M |
| British Columbia Investment Management Corp | −529K Sold out | 0 | — |
| Prana Capital Management, LP Hedge fund | −479K −45.4% | 575K | $19.3M |
| Natixis | −382K Sold out | 0 | — |
| Chilton Capital Management LLC | −351K −99.3% | 2,620 | $87,823 |
| Focus Partners Wealth | −291K −50.7% | 283K | $9.5M |
| Winton Group Ltd Hedge fund | −277K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −262K −89.1% | 32K | $1.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Qube Research & Technologies Ltd Hedge fund | −2.2M −92.1% | 190K | $6.4M |
| Clearbridge Investments, LLC Active manager | −1.6M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −1.4M −55.3% | 1.2M | $42.4M |
| Voloridge Investment Management, LLC Hedge fund | −985K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −740K −66.5% | 373K | $12.5M |
| Prana Capital Management, LP Hedge fund | −479K −45.4% | 575K | $19.3M |
| Winton Group Ltd Hedge fund | −277K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −262K −89.1% | 32K | $1.1M |
| LMR Partners LLP Hedge fund | −105K Sold out | 0 | — |
| BAMCO Inc Active manager | −94K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Heitman Real Estate Securities LLC | 1.2M | $40.9M |
| Wellington Management Group LLPActive manager | 928K | $31.1M |
| Artisan Partners Limited PartnershipActive manager | 620K | $20.8M |
| Jane Street Group, LLC | 584K | $19.6M |
| Renaissance Technologies LLCHedge fund | 553K | $18.5M |
| Point72 Asset Management, L.P.Hedge fund | 533K | $17.9M |
| Emg Holdings, L.P. | 270K | $9.1M |
| Bayhunt Capital LLC | 202K | $6.5M |
| Bryn Mawr Trust Advisors, LLC | 131K | $4.4M |
| Masterton Capital Management, LP | 116K | $3.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Clearbridge Investments, LLCActive manager | 1.6M | $44M |
| Long Pond Capital, LP | 1.1M | $31M |
| Voloridge Investment Management, LLCHedge fund | 985K | $27.5M |
| British Columbia Investment Management Corp | 529K | $14.8M |
| Natixis | 382K | $10.7M |
| Winton Group LtdHedge fund | 277K | $7.7M |
| Y-Intercept (Hong Kong) Ltd | 247K | $6.9M |
| Taproot Management LP | 243K | $6.8M |
| Gillson Capital LP | 224K | $6.3M |
| Candriam S.C.A. | 202K | $5.6M |
Who holds the shares
- Institutions reporting
- 481
- Ten largest holders
- 54.6% of 13F-reported shares
- Index fund managers
- 38.2% of 13F-reported shares
- Active managers and hedge funds
- 16.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 32 | 25 | 6 | 9 | +4.8M | +10.0% |
| Index fund managers | 4 | 7 | 0 | 0 | +1.5M | +1.2% |
| Other institutions | 212 | 187 | 76 | 49 | −7.0M | −5.3% |