아메리칸 홈스 4 렌트
MX ˙ BMV ˙ US02665T3068
SecurityMX:AMH / American Homes 4 Rent
InstitutionStifel Financial Corp
Latest Disclosed Ownership30,615 shares
Latest Disclosed Value $ 854,765
Stifel Financial Corp reports 21.45% decrease in ownership of AMH / American Homes 4 Rent

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 30,615 shares of American Homes 4 Rent (MX:AMH) valued at $854,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 38,977 shares of American Homes 4 Rent. This represents a change in shares of -21.45% 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)
2026-05-12 2026-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 30,615 -8,362 -21.45 855 -31.73 0.0008
2026-02-13 2025-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 38,977 191 0.49 1,251 -2.95 0.0011
2025-11-12 2025-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 38,786 -14,499 -27.21 1,290 -32.93 0.0012
2025-08-14 2025-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 53,285 -3,888 -6.80 1,922 -11.06 0.0019
2025-05-14 2025-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 57,173 6,494 12.81 2,162 13.98 0.0023
2025-02-13 2024-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 50,679 870 1.75 1,896 -0.84 0.0020
2024-11-14 2024-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 49,809 -10,798 -17.82 1,912 -15.10 0.0020
2024-08-13 2024-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 60,607 1,885 3.21 2,252 4.31 0.0025
2024-05-14 2024-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 58,722 7,397 14.41 2,160 17.02 0.0025
2024-02-12 2023-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 51,325 14,537 39.52 1,846 48.91 0.0023
2023-11-13 2023-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 36,788 -841 -2.23 1,239 -7.05 0.0017
2023-08-14 2023-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 37,629 -29,374 -43.84 1,334 -36.73 0.0018
2023-05-12 2023-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 67,003 26,816 66.73 2,107 73.99 0.0030
2023-02-13 2022-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 40,187 -251 -0.62 1,211 -8.74 0.0018
2022-11-14 2022-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 40,438 -3,212 -7.36 1,327 -14.22 0.0022
2022-08-15 2022-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 43,650 -65,979 -60.18 1,547 -64.75 0.0024
2022-05-13 2022-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 109,629 -23,616 -17.72 4,389 -24.47 0.0060
2022-02-14 2021-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 133,245 7,120 5.65 5,811 20.86 0.0077
2021-11-15 2021-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 126,125 62,660 98.73 4,808 94.97 0.0070
2021-08-13 2021-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 63,465 36,476 135.15 2,466 174.00 0.0037
2021-05-14 2021-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 26,989 1,588 6.25 900 17.96 0.0015
2021-02-12 2020-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 25,401 -93 -0.36 763 5.10 0.0014
2020-11-16 2020-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 25,494 17,091 203.39 726 221.24 0.0015
2020-08-14 2020-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 8,403 -2,672 -24.13 226 -12.40 0.0005
2020-05-14 2020-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 11,075 -21,170 -65.65 258 -69.29 0.0007
2020-02-13 2019-12-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 32,245 -378 -1.16 840 0.00 0.0018
2019-11-19 2019-09-30 13F/A-1 AMERICAN HOMES 4 RENT CL A 02665T306 32,623 17,075 109.82 840 120.47 0.0021
2019-11-13 2019-09-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 32,675 17,127 841 471.4227
2019-08-14 2019-06-30 13F AMERICAN HOMES 4 RENT CL A 02665T306 15,548 2,794 21.91 381 33.68 0.0010
2019-05-14 2019-03-31 13F AMERICAN HOMES 4 RENT CL A 02665T306 12,754 12,754 285 0.0008
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.