What is the 13F Pro Quality Score for AMH?

13F Pro ranks American Homes 4 Rent (AMH) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AMH's current score at https://13fpro.ai/company/AMH (free sign-up required for the full ranking).

Which hedge funds own the most AMH stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AMH include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, NORGES BANK. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/AMH as soon as new 13F filings post.

Where does 13F Pro source AMH data?

All American Homes 4 Rent fundamentals and ownership data come directly from SEC EDGAR. American Homes 4 Rent files with the SEC under CIK 1562401. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AMH in?

American Homes 4 Rent (AMH) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives AMH's revenue?

Per American Homes 4 Rent's latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Same-Home core revenues ($371.3M, +2.3% YoY); Non-Same-Home and Other core revenues ($44.7M, +6.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AMH.

What are AMH's largest expenses?

American Homes 4 Rent's latest 10-Q reports these as the largest expense items: Property operating expenses ($161.9M, +1.2% YoY); Interest expense ($49.5M, +7.0% YoY); Depreciation and amortization ($127.6M, +0.5% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is AMH research updated on 13F Pro?

AMH's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

American Homes 4 Rent(AMH)Stock Analysis

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Why AMH Scores 64/100

exact factor attribution · 2026-08-29

AMH's composite is driven by free cash flow and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.7 pts

88th pct

Profitability

+5.3 pts

85th pct

Scale

+2.2 pts

65th pct

Capital efficiency

+1.5 pts

65th pct

Institutional flow

+1.2 pts

74th pct

Shareholder dilution

-0.1 pts

48th pct

Earnings growth

-0.1 pts

47th pct

Earnings quality

-0.2 pts

48th pct

▲2

Revenue growth

-1.5 pts

43th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in AMH

Events flagged as statistical outliers against AMH's own multi-year baseline — not fixed dollar thresholds.

Insider cluster2026-08-24
2 insiders bought $291,002 of AMH in 30 days — 2.6σ above this company's 2-year norm
View source filing →
Insider cluster2026-08-12
2 insiders bought $160,955 of AMH in 30 days — 2.6σ above this company's 2-year norm
View source filing →

AMH Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for American Homes 4 Rent (AMH), a Real Estate sector company. 13F Pro tracks AMH using direct SEC EDGAR data and AI-powered research tools. Top institutional holders of AMH by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, NORGES BANK, based on the most recent SEC filings. AMH trades on the NYSE exchange and files with the SEC under CIK 1562401. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AMH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for American Homes 4 Rent directly from SEC EDGAR. American Homes 4 Rent's 13F Pro composite quality score has ranged between 35 and 71 since 2021, currently 64.1 — a stable long-term trajectory across 11 quarterly and live scoring snapshots.

What's Driving AMH's Business? Latest 10-Q Breakdown

AI-extracted from American Homes 4 Rent's 10-Q filed 2026-07-31 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net income grew 7.5% YoY to $132.9M on 2.8% revenue growth and higher property sales gains, while same-home rent growth remained modest at 2.6% amid elevated turnover.

Biggest Revenue Drivers

Same-Home core revenues$371.3M+2.3% YoY

Higher Average Monthly Realized Rent per property (+2.6%), partially offset by lower Average Occupied Days Percentage (96.0% vs 96.4%).

Non-Same-Home and Other core revenues$44.7M+6.0% YoY

Revenue from properties not yet stabilized 90+ days or held for sale.

Biggest Revenue Drivers

Total revenue: $470.1M+2.8% YoY

Same-Home core revenues$371.3M+2.3% YoY

Higher Average Monthly Realized Rent per property (+2.6%), partially offset by lower Average Occupied Days Percentage (96.0% vs 96.4%).

Non-Same-Home and Other core revenues$44.7M+6.0% YoY

Revenue from properties not yet stabilized 90+ days or held for sale.

Largest Expense Items

Property operating expenses$161.9M+1.2% YoY

Primarily driven by annual increases in property tax expense.

Interest expense$49.5M+7.0% YoY

Additional interest from May 2025 senior notes issuance, higher revolving credit balance, and lower capitalized interest.

Depreciation and amortization$127.6M+0.5% YoY

Growth in average cost of depreciable properties and ongoing capital investments.

Property management expenses$33.8M-1.7% YoY

Decrease in personnel-related expenses, partially offset by noncash share-based compensation.

Watch Items from the Filing

ROAD Act enacted July 11, 2026, effective January 7, 2027, restricts institutional single-family home purchases except for build-to-rent, bulk sales, or substantial renovations; may adversely impact capital markets access and REIT status.
Portfolio occupancy declined to 95.6% (Q2 2026) from 96.4% (Q2 2025) despite same-home rent growth; turnover rate elevated at 8.1% (Q2 2026) vs 7.5% (Q2 2025).
Higher impairment charges on properties held for sale: $24.2M (Q2 2026) vs $5.8M (Q2 2025), suggesting market value pressure in certain submarkets.
Company repurchased 4.1M shares for $123.0M in H1 2026 under new $500M repurchase program, returning capital despite uncertain regulatory environment.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Net Income

Q2 2026

$132.9M

ROIC

Q2 2026

4.5%

D/E Ratio

Q2 2026

0.75

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.0% YoY

$1.85BFY 2025

FY22 $1.49BFY23 $1.62BFY24 $1.73BFY25 $1.85B

EPS (Diluted)

+9.3% YoY

$1.18FY 2025

FY22 $0.71FY23 $1.01FY24 $1.08FY25 $1.18

Total Assets

-1.0% YoY

$13.24BFY 2025

FY22 $12.18BFY23 $12.69BFY24 $13.38BFY25 $13.24B

Total Debt

+1.7% YoY

$5.10BFY 2025

FY22 $4.52BFY23 $4.46BFY24 $5.01BFY25 $5.10B

Op. Cash Flow

+6.5% YoY

$864.3MFY 2025

FY22 $665.5MFY23 $738.7MFY24 $811.5MFY25 $864.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.85B +7.0%	$1.73B +6.5%	$1.62B +8.9%	$1.49B +14.3%	$1.30B +10.2%	$1.18B
EPS (Diluted)	$1.18 +9.3%	$1.08 +6.9%	$1.01 +42.3%	$0.71 +73.2%	$0.41 +46.4%	$0.28
Total Assets	$13.24B -1.0%	$13.38B +5.5%	$12.69B +4.2%	$12.18B +11.1%	$10.96B +14.3%	$9.59B
Total Debt	$5.10B +1.7%	$5.01B +12.3%	$4.46B -1.2%	$4.52B +16.4%	$3.88B +37.7%	$2.82B
Operating Cash Flow	$864.3M +6.5%	$811.5M +9.9%	$738.7M +11.0%	$665.5M +11.8%	$595.2M +25.5%	$474.1M

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Available Research

13F Pro tracks comprehensive data for American Homes 4 Rent including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AMH

BlackRock, Inc.
$1.5B45,690,102 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$941.4M28,085,068 sh
NORGES BANK
$740.2M22,081,035 sh
PRINCIPAL FINANCIAL GROUP INC
$693.6M20,691,697 sh
STATE STREET CORP
$523.7M15,624,386 sh
VANGUARD CAPITAL MANAGEMENT LLC
$487.3M14,538,143 sh
FMR LLC
$323.1M9,639,014 sh
AQR CAPITAL MANAGEMENT LLC
$260.3M7,766,128 sh
GEODE CAPITAL MANAGEMENT, LLC
$251.5M7,501,635 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$205.2M6,122,232 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	45,690,102
VANGUARD PORTFOLIO MANAGEMENT LLC	$941.4M	28,085,068
NORGES BANK	$740.2M	22,081,035
PRINCIPAL FINANCIAL GROUP INC	$693.6M	20,691,697
STATE STREET CORP	$523.7M	15,624,386
VANGUARD CAPITAL MANAGEMENT LLC	$487.3M	14,538,143
FMR LLC	$323.1M	9,639,014
AQR CAPITAL MANAGEMENT LLC	$260.3M	7,766,128
GEODE CAPITAL MANAGEMENT, LLC	$251.5M	7,501,635
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$205.2M	6,122,232

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Is AMH a good stock to buy?

13F Pro's AI-powered analysis of American Homes 4 Rent (AMH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AMH are available on the AMH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AMH is classified as a large company.

Which hedge funds own AMH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AMH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of American Homes 4 Rent's investment landscape.