Davis Selected Advisers (Chris Davis) — AMH Trade History
Quarter-by-quarter changes in the American Homes 4 Rent - Class A position · CUSIP 02665T306
Currently held · 8.8 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Add | 325,590 | 48,420 | +17.5% | $10.9M | 0.05% |
| 2026 Q1 | 2026-05-07 | Reduce | 277,170 | -1,440 | -0.5% | $7.7M | 0.04% |
| 2025 Q4 | 2026-02-02 | Reduce | 278,610 | -6,990 | -2.4% | $8.9M | 0.04% |
| 2025 Q3 | 2025-12-29 | Add | 285,600 | 35,240 | +14.1% | $9.5M | 0.05% |
| 2025 Q2 | 2025-08-08 | Add | 250,360 | 7,240 | +3.0% | $9.0M | 0.05% |
| 2025 Q1 | 2025-05-12 | Add | 243,120 | 26,450 | +12.2% | $9.2M | 0.05% |
| 2024 Q4 | 2025-02-07 | Reduce | 216,670 | -1,420 | -0.7% | $8.1M | 0.05% |
| 2024 Q3 | 2024-11-08 | Reduce | 218,090 | -4,180 | -1.9% | $8.4M | 0.05% |
| 2024 Q2 | 2024-08-07 | Reduce | 222,270 | -23,200 | -9.5% | — | — |
| 2024 Q1 | 2024-05-14 | Reduce | 245,470 | -8,690 | -3.4% | $9.0M | 0.05% |
| 2023 Q4 | 2024-02-12 | Reduce | 254,160 | -11,100 | -4.2% | $9.1M | 0.05% |
| 2023 Q3 | 2023-11-09 | Hold | 265,260 | — | 0.0% | $8.9M | 0.06% |
| 2023 Q2 | 2023-08-09 | Add | 265,260 | 5,900 | +2.3% | $9.4M | 0.06% |
| 2023 Q1 | 2023-05-08 | Add | 259,360 | 1,980 | +0.8% | $8.2M | 0.05% |
| 2022 Q4 | 2023-02-10 | Hold | 257,380 | — | 0.0% | $7.8M | 0.05% |
| 2022 Q3 | 2022-11-10 | Hold | 257,380 | — | 0.0% | $8.4M | 0.06% |
| 2022 Q2 | 2022-08-11 | Add | 257,380 | 8,870 | +3.6% | $9.1M | 0.06% |
| 2022 Q1 | 2022-05-12 | Add | 248,510 | 3,000 | +1.2% | $9.9M | 0.05% |
| 2021 Q4 | 2022-02-11 | Reduce | 245,510 | -13,110 | -5.1% | $10.7M | 0.05% |
| 2021 Q3 | 2021-11-12 | Hold | 258,620 | — | 0.0% | $9.9M | 0.05% |
| 2021 Q2 | 2021-08-13 | Reduce | 258,620 | -5,510 | -2.1% | $10.0M | 0.04% |
| 2021 Q1 | 2021-05-13 | Hold | 264,130 | — | 0.0% | $8.8M | 0.04% |
| 2020 Q4 | 2021-02-12 | Add | 264,130 | 40 | +0.0% | $7.9M | 0.04% |
| 2020 Q3 | 2020-11-12 | Add | 264,090 | 7,440 | +2.9% | $7.5M | 0.04% |
| 2020 Q2 | 2020-08-12 | Add | 256,650 | 172,880 | +206.4% | $6.9M | 0.04% |
| 2020 Q1 | 2020-05-15 | Reduce | 83,770 | -84,970 | -50.4% | $1.9M | 0.01% |
| 2019 Q4 | 2020-02-13 | Hold | 168,740 | — | 0.0% | $4.4M | 0.02% |
| 2019 Q3 | 2019-11-13 | Add | 168,740 | 5,800 | +3.6% | $4.4M | 0.02% |
| 2019 Q2 | 2019-08-13 | Add | 162,940 | 1,740 | +1.1% | $4.0M | 0.02% |
| 2019 Q1 | 2019-05-14 | Add | 161,200 | 4,030 | +2.6% | $3.7M | 0.02% |
| 2018 Q4 | 2019-02-12 | Reduce | 157,170 | -114,216 | -42.1% | $3.1M | 0.02% |
| 2018 Q3 | 2018-11-13 | Add | 271,386 | 136,835 | +101.7% | $5.9M | 0.03% |
| 2018 Q2 | 2018-08-13 | Add | 134,551 | 6,795 | +5.3% | $3.0M | 0.01% |
| 2018 Q1 | 2018-05-14 | Reduce | 127,756 | -26 | -0.0% | $2.6M | 0.01% |
| 2017 Q4 | 2018-02-13 | New | 127,782 | 127,782 | — | $2.8M | 0.01% |
| 2017 Q3 | 2017-11-16 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-09 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | Sold out | — | -568,049 | -100.0% | — | — |
| 2016 Q4 | 2017-02-13 | Add | 568,049 | 8,527 | +1.5% | $11.9M | 0.05% |
| 2016 Q3 | 2016-11-14 | New | 559,522 | 559,522 | — | $12.1M | 0.05% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.