American Homes 4 Rent
MX ˙ BMV ˙ US02665T3068
SecurityMX:AMH / American Homes 4 Rent
InstitutionDavis Selected Advisers
Latest Disclosed Ownership277,170 shares
Latest Disclosed Value $ 7,738,586
Davis Selected Advisers reports 0.52% decrease in ownership of AMH / American Homes 4 Rent

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 277,170 shares of American Homes 4 Rent (MX:AMH) valued at $7,738,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 278,610 shares of American Homes 4 Rent. This represents a change in shares of -0.52% 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)
2026-05-07 2026-03-31 13F American Homes 4 Rent - Common Stock 02665T306 277,170 -1,440 -0.52 7,739 -13.47 0.0355
2026-02-02 2025-12-31 13F American Homes 4 Rent - Common Stock 02665T306 278,610 -6,990 -2.45 8,943 -5.82 0.0402
2025-12-29 2025-09-30 13F/A-1 American Homes 4 Rent - Common Stock 02665T306 285,600 35,240 14.08 9,496 5.16 0.0496
2025-11-12 2025-09-30 13F American Homes 4 Rent - Common Stock 02665T306 285,600 35,240 9,496 0.0496
2025-08-08 2025-06-30 13F American Homes 4 Rent - Common 02665T306 250,360 7,240 2.98 9,030 -1.76 0.0483
2025-05-12 2025-03-31 13F American Homes 4 Rent - Common 02665T306 243,120 26,450 12.21 9,192 13.38 0.0530
2025-02-07 2024-12-31 13F American Homes 4 Rent - Common 02665T306 216,670 -1,420 -0.65 8,108 -3.17 0.0471
2024-11-08 2024-09-30 13F American Homes 4 Rent - Common 02665T306 218,090 -4,180 -1.88 8,372 0.0470
2024-08-07 2024-06-30 13F American Homes 4 Rent - Common 02665T306 222,270 -23,200 -9.45 0 -100.00
2024-05-14 2024-03-31 13F/A-1 American Homes 4 Rent - Common 02665T306 245,470 -8,690 -3.42 9,028 -1.21 0.0506
2024-05-13 2024-03-31 13F American Homes 4 Rent - Common 02665T306 245,470 -8,690 9,028 0.0506
2024-02-12 2023-12-31 13F American Homes 4 Rent Common 02665T306 254,160 -11,100 -4.18 9,140 2.27 0.0516
2023-11-09 2023-09-30 13F American Homes 4 Rent Common 02665T306 265,260 0 0.00 8,937 -4.97 0.0560
2023-08-09 2023-06-30 13F American Homes 4 Rent Common 02665T306 265,260 5,900 2.27 9,403 15.29 0.0573
2023-05-08 2023-03-31 13F American Homes 4 Rent Common 02665T306 259,360 1,980 0.77 8,157 5.14 0.0539
2023-02-10 2022-12-31 13F American Homes 4 Rent Common 02665T306 257,380 0 0.00 7,757 -8.15 0.0527
2022-11-10 2022-09-30 13F American Homes 4 Rent Common 02665T306 257,380 0 0.00 8,445 -7.42 0.0601
2022-08-11 2022-06-30 13F American Homes 4 Rent Common 02665T306 257,380 8,870 3.57 9,122 -8.30 0.0585
2022-05-12 2022-03-31 13F American Homes 4 Rent Common 02665T306 248,510 3,000 1.22 9,948 -7.09 0.0503
2022-02-11 2021-12-31 13F American Homes 4 Rent Common 02665T306 245,510 -13,110 -5.07 10,707 8.60 0.0498
2021-11-12 2021-09-30 13F American Homes 4 Rent Common 02665T306 258,620 0 0.00 9,859 -1.87 0.0456
2021-08-13 2021-06-30 13F American Homes 4 Rent Common 02665T306 258,620 -5,510 -2.09 10,047 14.09 0.0413
2021-05-13 2021-03-31 13F American Homes 4 Rent Common 02665T306 264,130 0 0.00 8,806 11.13 0.0385
2021-02-12 2020-12-31 13F American Homes 4 Rent Common 02665T306 264,130 40 0.02 7,924 5.36 0.0381
2020-11-12 2020-09-30 13F American Homes 4 Rent Common 02665T306 264,090 7,440 2.90 7,521 8.94 0.0418
2020-08-12 2020-06-30 13F American Homes 4 Rent Common 02665T306 256,650 172,880 206.37 6,904 255.33 0.0399
2020-05-15 2020-03-31 13F American Homes 4 Rent Common 02665T306 83,770 -84,970 -50.36 1,943 -56.07 0.0132
2020-02-13 2019-12-31 13F American Homes 4 Rent Common 02665T306 168,740 0 0.00 4,423 1.24 0.0212
2019-11-13 2019-09-30 13F American Homes 4 Rent Common 02665T306 168,740 5,800 3.56 4,369 10.30 0.0220
2019-08-13 2019-06-30 13F American Homes 4 Rent Common 02665T306 162,940 1,740 1.08 3,961 8.16 0.0196
2019-05-14 2019-03-31 13F American Homes 4 Rent Common 02665T306 161,200 4,030 2.56 3,662 17.37 0.0180
2019-02-12 2018-12-31 13F American Homes 4 Rent Common 02665T306 157,170 -114,216 -42.09 3,120 -47.48 0.0174
2018-11-13 2018-09-30 13F American Homes 4 Rent Common 02665T306 271,386 136,835 101.70 5,941 99.10 0.0255
2018-08-13 2018-06-30 13F American Homes 4 Rent Common 02665T306 134,551 6,795 5.32 2,984 16.34 0.0127
2018-05-14 2018-03-31 13F American Homes 4 Rent Common 02665T306 127,756 -26 -0.02 2,565 -8.10 0.0111
2018-02-13 2017-12-31 13F American Homes 4 Rent Common 02665T306 127,782 127,782 2,791 0.0119
2017-05-12 2017-03-31 13F American Homes 4 Rent Common 02665T306 0 -568,049 -100.00 0 -100.00
2017-02-13 2016-12-31 13F American Homes 4 Rent Common 02665T306 568,049 8,527 1.52 11,918 -1.57 0.0522
2016-11-14 2016-09-30 13F American Homes 4 Rent Common 02665T306 559,522 16 0.00 12,108 5.66 0.0528
2016-08-12 2016-06-30 13F American Homes 4 Rent Common 02665T306 559,506 489 0.09 11,459 28.93 0.0505
2016-05-13 2016-03-31 13F American Homes 4 Rent Common 02665T306 559,017 -452 -0.08 8,888 -4.65 0.0393
2016-02-12 2015-12-31 13F American Homes 4 Rent Common 02665T306 559,469 0 0.00 9,321 3.61 0.0389
2015-11-12 2015-09-30 13F American Homes 4 Rent Common 02665T306 559,469 -2,763 -0.49 8,996 -0.24 0.0373
2015-08-13 2015-06-30 13F American Homes 4 Rent Common 02665T306 562,232 -18,023 -3.11 9,018 -6.09 0.0316
2015-05-12 2015-03-31 13F American Homes 4 Rent Common 02665T306 580,255 117,575 25.41 9,603 21.88 0.0327
2015-02-11 2014-12-31 13F American Homes 4 Rent Common 02665T306 462,680 0 0.00 7,879 0.82 0.0255
2014-11-12 2014-09-30 13F American Homes 4 Rent Common 02665T306 462,680 462,680 7,815 0.0243
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.