Oak Thistle 13F: New $4.4M Stake in American Homes 4 Rent (AMH)
Key Points
- Oak Thistle opened a new position in American Homes 4 Rent by acquiring 143180 shares valued at about $4351239 in a filing on October 21 2026.
- Oak Thistle held 143,180 $AMH shares at quarter end, all of it a new position.
- American Homes 4 Rent recently traded around $31.38 which is down from its 52-week high of $35.07 while offering a dividend yield of 4.27%.
- Wall Street analysts maintain a consensus buy rating on the stock with a mean price target of $36.52 ahead of earnings on November 4 2026.
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Oak Thistle disclosed a brand-new stake in American Homes 4 Rent NYSE AMH acquiring 143180 shares worth about $4351239 in a filing on October 21 2026. The move establishes a fresh position for the entity in the residential real estate investment trust.
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Hypothetical returns from Oak Thistle's disclosed trades, not real profit or advice. How we model this.
What Changed in Oak Thistle's American Homes 4 Rent Position
Oak Thistle opened a new position in American Homes 4 Rent during the period ending September 30 2026 and made the purchase public in a Form 13F filed with the SEC on October 21 2026. The filing showed holdings of 143180 shares with a total reported value of $4351239. Because this is a brand-new holding there were no previous shares reported for this specific position.
Other Institutional Activity in American Homes 4 Rent
Bank of Montreal reduced its holdings by 589085 shares ending with 4010765 shares worth about $135222942. Principal Financial Group Inc grew its holdings by 1753662 shares, ending with 20691697 shares worth about $651167690. AQR Capital Management LLC grew its holdings by 2958571 shares, ending with 7766128 shares worth about $244400042. Arrowstreet Capital Limited Partnership grew its holdings by 2577427 shares, ending with 6122232 shares worth about $192666636.
American Homes 4 Rent Stock Up 1.4%
American Homes 4 Rent recently traded around $31.38 as of October 22 2026 up about 1.4% from its event close of $30.94 on October 21 2026. The stock sits below its 50-day moving average of $31.97 and below its 200-day moving average of $31.60. Shares have traded between a 52-week low of $27.22 and a 52-week high of $35.07.
Recent Earnings
American Homes 4 Rent reported trailing twelve month revenue of $1875582976 and a trailing twelve month earnings per share of $1.26. The company operates with a net profit margin of 25.5% and a return on equity of 7.1%. The next quarterly earnings update is scheduled for November 4 2026.
Dividend
American Homes 4 Rent pays an annual dividend rate of $1.32 per share which corresponds to a dividend yield of 4.27% and a payout ratio of 100.0%.
Insider Buying and Selling at American Homes 4 Rent
Douglas N Benham bought 2000 shares on February 23 2026 at an average price of $29.15 for a total value of $58300. Brian Reitz sold 7000 shares on February 24 2026 at an average price of $29.34 for a total value of $205380. David Goldberg bought 2000 shares on February 24 2026 at an average price of $29.17 for a total value of $58340 and bought another 2000 shares on March 3 2026 at an average price of $29.30 for a total value of $58600.
Analysts Set New Price Targets
Evercore ISI Group maintained an Outperform rating with a price target of $37.0 on September 21 2026. UBS maintained a Neutral rating with a price target of $32.0 on October 12 2026. RBC Capital maintained an Outperform rating with a price target of $35.0 on October 13 2026. Barclays maintained an Equal-Weight rating with a price target of $35.0 on October 14 2026. Wells Fargo maintained an Overweight rating with a price target of $34.0 on October 19 2026. Overall the stock carries a consensus buy recommendation from 22 analysts with a mean price target of $36.52.
About American Homes 4 Rent
American Homes 4 Rent operates as a residential real estate investment trust focused on acquiring, developing, and managing single-family rental homes across the United States. The company provides housing options in growing suburban markets. Institutional interest from filers like Oak Thistle reflects ongoing participation in the single-family rental sector.
Bottom Line
Investors will look toward the upcoming earnings release on November 4 2026 for further updates on portfolio growth and financial performance. Filings continue to offer visibility into how institutional managers adjust their allocations across major real estate operators.
Related Filing Alerts
Source: Oak Thistle's 13F filing on $AMH (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts