SEC 13F Intelligence

Land & Buildings Investment Management, LLC / AMH

Land & Buildings Investment Management, LLC’s American Homes 4 Rent Position

Does Land & Buildings Investment Management, LLC own American Homes 4 Rent (AMH)? Not currently — the last reported position was 1.08M shares worth $35M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$35M
Q4 2025
Shares
1.08M
% of Portfolio
+5.76%
Quarters Held
24
position exited

Position History AMH

Reported value by quarter
Q1 ’19: $18MQ1 ’19Q2 ’19: $11MQ4 ’19: $43MQ1 ’20: $17MQ1 ’20Q2 ’20: $15MQ3 ’20: $41MQ4 ’20: $32MQ4 ’20Q1 ’21: $30MQ2 ’21: $35MQ3 ’21: $38MQ3 ’21Q4 ’21: $39MQ1 ’22: $36MQ2 ’22: $45MQ2 ’22Q3 ’22: $31MQ4 ’22: $28MQ1 ’23: $20MQ1 ’23Q2 ’23: $30MQ3 ’23: $13MQ4 ’23: $14MQ4 ’23Q4 ’24: $28MQ1 ’25: $33MQ2 ’25: $28MQ2 ’25Q3 ’25: $33MQ4 ’25: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.08M$35M+5.76%
Q3 2025981.0K$33M+5.99%
Q2 2025789.9K$28M+5.69%
Q1 2025880.6K$33M+7.05%
Q4 2024737.9K$28M+5.59%
Q4 2023378.7K$14M+3.13%
Q3 2023388.4K$13M+2.87%
Q2 2023858.1K$30M+6.40%
Q1 2023635.1K$20M+4.62%
Q4 2022944.2K$28M+6.13%
Q3 2022944.9K$31M+6.82%
Q2 20221.26M$45M+10.18%
Q1 2022904.5K$36M+5.84%
Q4 2021899.9K$39M+6.33%
Q3 2021988.4K$38M+6.33%
Q2 2021899.5K$35M+6.55%
Q1 2021901.7K$30M+6.39%
Q4 20201.06M$32M+6.97%
Q3 20201.46M$41M+7.20%
Q2 2020550.3K$15M+3.63%
Q1 2020727.3K$17M+6.81%
Q4 20191.65M$43M+7.99%
Q2 2019465.9K$11M+2.80%
Q1 2019789.0K$18M+4.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Land & Buildings Investment Management, LLC’s full portfolio or all institutional holders of AMH.