Christopher Davis - Davis Selected Advisers
Holding/activity history for American Homes 4 Rent (AMH)
← All AMH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 277,170 | 0.04 | Reduce 0.52% | <0.01 | $27.22–32.65 · VW $30.03i | $7,738,586 | SEC |
| 2025 Q4 | 278,610 | 0.04 | Reduce 2.45% | <0.01 | $30.11–33.51 · VW $31.86i | $8,943,381 | SEC |
| 2025 Q3 | 285,600 | 0.05 | Add 14.08% | <0.01 | $32.35–36.86 · VW $34.66i | $9,496,200 | SEC |
| 2025 Q2 | 250,360 | 0.05 | Add 2.98% | <0.01 | $31.68–39.49 · VW $36.76i | $9,030,485 | SEC |
| 2025 Q1 | 243,120 | 0.05 | Add 12.21% | <0.01 | $34.01–38.06 · VW $36.13i | $9,192,367 | SEC |
| 2024 Q4 | 216,670 | 0.05 | Reduce 0.65% | <0.01 | $34.81–39.38 · VW $37.02i | $8,107,791 | SEC |
| 2024 Q3 | 218,090 | 0.05 | Reduce 1.88% | $34.38–41.41 · VW $37.90i | $8,372,475 | SEC | |
| 2024 Q2 | 222,270 | 0.00 | Reduce 9.45% | <0.01 | $34.45–37.49 · VW $36.09i | SEC | |
| 2024 Q1 | 245,470 | 0.05 | Reduce 3.42% | <0.01 | $33.75–37.74 · VW $36.10i | $9,028,387 | SEC |
| 2023 Q4 | 254,160 | 0.05 | Reduce 4.18% | <0.01 | $31.36–37.13 · VW $34.86i | $9,139,594 | SEC |
| 2023 Q3 | 265,260 | 0.06 | $33.69 | $8,936,609 | SEC | ||
| 2023 Q2 | 265,260 | 0.06 | Add 2.27% | <0.01 | $31.20–35.69 · VW $34.05i | $9,403,467 | SEC |
| 2023 Q1 | 259,360 | 0.05 | Add 0.77% | <0.01 | $28.79–35.66 · VW $31.67i | $8,156,872 | SEC |
| 2022 Q4 | 257,380 | 0.05 | $30.14 | $7,757,433 | SEC | ||
| 2022 Q3 | 257,380 | 0.06 | $32.81 | $8,445,000 | SEC | ||
| 2022 Q2 | 257,380 | 0.06 | Add 3.57% | <0.01 | $32.60–43.89 · VW $37.83i | $9,122,000 | SEC |
| 2022 Q1 | 248,510 | 0.05 | Add 1.22% | <0.01 | $36.45–43.85 · VW $39.27i | $9,948,000 | SEC |
| 2021 Q4 | 245,510 | 0.05 | Reduce 5.07% | <0.01 | $37.76–44.07 · VW $40.73i | $10,707,000 | SEC |
| 2021 Q3 | 258,620 | 0.05 | $38.12 | $9,859,000 | SEC | ||
| 2021 Q2 | 258,620 | 0.04 | Reduce 2.09% | <0.01 | $33.46–39.71 · VW $37.38i | $10,047,000 | SEC |
| 2021 Q1 | 264,130 | 0.04 | $33.34 | $8,806,000 | SEC | ||
| 2020 Q4 | 264,130 | 0.04 | Add 0.02% | $27.71–32.04 · VW $29.36i | $7,924,000 | SEC | |
| 2020 Q3 | 264,090 | 0.04 | Add 2.90% | <0.01 | $26.30–30.15 · VW $28.45i | $7,521,000 | SEC |
| 2020 Q2 | 256,650 | 0.04 | Add 206.37% | 0.03 | $19.93–28.33 · VW $24.75i | $6,904,000 | SEC |
| 2020 Q1 | 83,770 | 0.01 | Reduce 50.36% | 0.01 | $17.50–29.89 · VW $24.76i | $1,943,000 | SEC |
| 2019 Q4 | 168,740 | 0.02 | $26.21 | $4,423,000 | SEC | ||
| 2019 Q3 | 168,740 | 0.02 | Add 3.56% | <0.01 | $23.75–26.03 · VW $25.04i | $4,369,000 | SEC |
| 2019 Q2 | 162,940 | 0.02 | Add 1.08% | <0.01 | $22.40–25.50 · VW $24.02i | $3,961,000 | SEC |
| 2019 Q1 | 161,200 | 0.02 | Add 2.56% | <0.01 | $19.33–23.10 · VW $21.90i | $3,662,000 | SEC |
| 2018 Q4 | 157,170 | 0.02 | Reduce 42.09% | 0.01 | $18.91–22.00 · VW $20.62i | $3,120,000 | SEC |
| 2018 Q3 | 271,386 | 0.03 | Add 101.70% | 0.02 | $21.55–23.34 · VW $22.39i | $5,941,000 | SEC |
| 2018 Q2 | 134,551 | 0.01 | Add 5.32% | <0.01 | $19.41–22.31 · VW $20.65i | $2,984,000 | SEC |
| 2018 Q1 | 127,756 | 0.01 | Reduce 0.02% | $18.39–21.86 · VW $20.03i | $2,565,000 | SEC | |
| 2017 Q4 | 127,782 | 0.01 | Buy | 0.01 | $20.47–22.43 · VW $21.55i | $2,791,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | 0.05 | $20.10–23.98 · VW $22.65i | SEC | |
| 2016 Q4 | 568,049 | 0.05 | Add 1.52% | <0.01 | $19.63–21.65 · VW $20.84i | $11,918,000 | SEC |
| 2016 Q3 | 559,522 | 0.05 | Add 0.00% | $20.38–22.99 · VW $21.67i | $12,108,000 | SEC | |
| 2016 Q2 | 559,506 | 0.05 | Add 0.09% | $15.36–20.48 · VW $18.16i | $11,459,000 | SEC | |
| 2016 Q1 | 559,017 | 0.04 | Reduce 0.08% | $13.16–16.54 · VW $14.87i | $8,888,000 | SEC | |
| 2015 Q4 | 559,469 | 0.04 | $16.66 | $9,321,000 | SEC | ||
| 2015 Q3 | 559,469 | 0.04 | Reduce 0.49% | <0.01 | $15.09–16.99 · VW $16.11i | $8,996,000 | SEC |
| 2015 Q2 | 562,232 | 0.03 | Reduce 3.11% | <0.01 | $15.89–17.39 · VW $16.63i | $9,018,000 | SEC |
| 2015 Q1 | 580,255 | 0.03 | Add 25.41% | <0.01 | $15.91–17.55 · VW $16.62i | $9,603,000 | SEC |
| 2014 Q4 | 462,680 | 0.03 | $17.03 | $7,879,000 | SEC | ||
| 2014 Q3 | 462,680 | 0.03 | Buy | 0.03 | $16.71–18.85 · VW $17.77i | $7,815,000 | SEC |
Price snapshot:
Current price$33.80
Avg. buy price$28.38
+/- since buy19.10%
52-week low$26.95
52-week high$35.41