아메리칸 홈스 4 렌트
MX ˙ BMV ˙ US02665T3068
SecurityMX:AMH / American Homes 4 Rent
InstitutionMorgan Stanley
Latest Disclosed Ownership1,743,176 shares
Latest Disclosed Value $ 48,669,542
Morgan Stanley reports 28.34% decrease in ownership of AMH / American Homes 4 Rent

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,743,176 shares of American Homes 4 Rent (MX:AMH) valued at $48,669,542 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,432,689 shares of American Homes 4 Rent. This represents a change in shares of -28.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,743,176 -689,513 -28.34 48,670 -37.67 0.0029
2026-05-27 2025-12-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,432,689 39,869 1.67 78,089 -1.85 0.0047
2026-02-13 2025-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,432,689 39,869 78,089 0.0047
2026-05-27 2025-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,392,820 -42,769 -1.76 79,561 -9.44 0.0048
2025-11-14 2025-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,392,820 -42,769 79,561 0.0048
2025-08-15 2025-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,435,589 -473,944 -16.29 87,852 -20.14 0.0057
2025-05-15 2025-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,909,533 310,003 11.93 110,010 13.09 0.0079
2025-05-15 2024-12-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,599,530 -445,843 -14.64 97,274 -16.80 0.0068
2025-02-14 2024-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,599,530 -445,843 97,274 0.0068
2025-05-14 2024-09-30 13F/A-2 AMERICAN HOMES 4 RENT CL A 02665T306 3,045,373 -579,640 -15.99 116,912 -13.21 0.0085
2025-02-14 2024-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 3,045,373 -579,640 116,912 0.0085
2024-11-14 2024-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 3,045,373 -579,640 116,912 0.0010
2025-05-14 2024-06-30 13F/A-2 AMERICAN HOMES 4 RENT CL A 02665T306 3,625,013 69,510 1.95 134,706 3.01 0.0104
2024-10-17 2024-06-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 3,625,013 69,510 134,706 0.0104
2024-08-14 2024-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 3,625,013 69,510 134,706 0.0104
2024-10-17 2024-03-31 13F/A-2 AMERICAN HOMES 4 RENT CL A 02665T306 3,555,503 -551,020 -13.42 130,771 -11.44 0.0105
2024-08-16 2024-03-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 3,555,503 -551,020 130,771 0.0105
2024-05-15 2024-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 3,555,503 -551,020 130,771 0.0105
2024-08-16 2023-12-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 4,106,523 -619,818 -13.11 147,671 -7.26 0.0130
2024-02-13 2023-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 4,106,523 -619,818 147,671 0.0130
2023-11-15 2023-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 4,726,341 -408,030 -7.95 159,230 -12.52 0.0162
2023-08-14 2023-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 5,134,371 -37,279 -0.72 182,014 11.91 0.0179
2023-05-15 2023-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 5,171,650 3,822 0.07 162,648 4.42 0.0174
2023-02-14 2022-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 5,167,828 249,321 5.07 155,758 -3.48 0.0177
2022-11-14 2022-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 4,918,507 2,177,810 79.46 161,377 66.15 0.0220
2022-10-27 2022-06-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,740,697 645,816 30.83 97,130 15.83 0.0126
2022-08-15 2022-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,740,697 645,816 97,130 0.0126
2022-10-27 2022-03-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,094,881 1,016,032 94.18 83,858 78.24 0.0113
2022-05-13 2022-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,094,881 1,016,032 83,858 0.0113
2022-02-14 2021-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,078,849 -227,310 -17.40 47,048 -5.51 0.0058
2021-11-15 2021-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,306,159 429,503 48.99 49,790 46.20 0.0067
2021-08-23 2021-06-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 876,656 636,134 264.48 34,057 324.76 0.0045
2021-08-16 2021-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 876,656 636,134 34,057 0.0009
2021-05-17 2021-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 240,522 -767,070 -76.13 8,018 -73.47 0.0012
2021-02-16 2020-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,007,592 89,800 9.78 30,228 15.64 0.0047
2020-11-13 2020-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 917,792 -430,860 -31.95 26,140 -27.95 0.0051
2020-08-14 2020-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,348,652 24,283 1.83 36,279 18.08 0.0080
2020-05-26 2020-03-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 1,324,369 -531,672 -28.65 30,725 -36.84 0.0083
2020-05-15 2020-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,324,369 -531,672 30,725 2,360.3205
2020-02-14 2019-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,856,041 -440,876 -19.19 48,647 -18.19 0.0113
2019-11-14 2019-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,296,917 18,645 0.82 59,467 7.37 0.0157
2019-08-14 2019-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,278,272 -1,673,512 -42.35 55,385 -38.31 0.0147
2019-05-15 2019-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 3,951,784 11,197 0.28 89,784 14.78 0.0254
2019-02-14 2018-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 3,940,587 -663,592 -14.41 78,220 -22.39 0.0234
2019-04-23 2018-09-30 13F/A-2 AMERICAN HOMES 4 RENT CL A 02665T306 4,604,179 392,751 9.33 100,786 7.90 0.0252
2018-11-20 2018-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 4,604,179 0 100,786 0.0252
2018-11-14 2018-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 4,604,179 392,751 100,786
2019-04-23 2018-06-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 4,211,428 -1,406,997 -25.04 93,410 -17.20 0.0252
2018-08-14 2018-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 4,211,428 -1,406,997 93,410
2019-04-23 2018-03-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 5,618,425 2,993,261 114.02 112,818 96.77 0.0313
2018-05-14 2018-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 5,618,425 2,993,261 112,818
2019-04-23 2017-12-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 2,625,164 638,843 32.16 57,335 32.96 0.0157
2018-02-14 2017-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 2,625,164 638,843 57,335
2017-11-14 2017-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,986,321 446,665 29.01 43,123 24.09 0.0129
2017-08-11 2017-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,539,656 603,314 64.43 34,750 61.64 0.0105
2017-05-22 2017-03-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 936,342 -492,032 -34.45 21,498 -28.26 0.0066
2017-05-12 2017-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 936,342 21,498
2017-02-22 2016-12-31 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 1,428,374 489,174 52.08 29,968 47.45 0.0098
2017-02-13 2016-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,428,374 29,968
2016-11-10 2016-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 939,200 100,571 11.99 20,324 18.33 0.0069
2016-08-12 2016-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 838,629 586,306 232.36 17,175 327.98 0.0062
2016-05-12 2016-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 252,323 89,520 54.99 4,013 47.97 0.0015
2016-02-09 2015-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 162,803 -104,418 -39.08 2,712 -36.89 0.0010
2016-02-08 2015-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 267,221 -421,305 -61.19 4,297 -61.09 0.0016
2015-11-09 2015-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 267,221 4,297
2015-08-12 2015-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 688,526 -715,520 -50.96 11,044 -52.47 0.0038
2015-05-14 2015-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,404,046 -8,573 -0.61 23,238 -3.40 0.0086
2015-02-13 2014-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,412,619 -120,455 -7.86 24,057 -7.09 0.0088
2014-12-16 2014-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 1,533,074 226,252 17.31 25,893 11.56 0.0100
2014-11-14 2014-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,533,074 25,893
2014-08-12 2014-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,306,822 200,926 18.17 23,209 25.60 0.0397
2014-05-13 2014-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 1,105,896 322,265 41.12 18,479 45.56 0.0077
2014-02-13 2013-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 783,631 143,390 22.40 12,695 22.78 0.0054
2013-11-13 2013-09-30 13F AMERICAN HOMES 4 RENT MALI COM 02665T306 640,241 640,241 10,340 0.0049
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.