

Bank of New York Mellon Corp reduced its stake in shares of American Homes 4 Rent (NYSE: AMH) by 6.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,785,688 shares of the real estate investment trust's

The number of homes owned by institutional investors listed for sale is more than double what it was at the start of February, according to an analysis from real estate data provider Parcl Labs. That comes as new housing legislation bars institutional investors from any more homes unless they fall under certain exceptions, including build-to-rent.

Real estate investing success hinges on wide-moat assets, conservative balance sheets, and experienced management, as demonstrated by EGP, EQIX, AMH, and HHH. EastGroup delivered a 40%+ return since the prior recommendation; now fully valued at 30.7x, I would hold rather than add. Equinix benefits from scarcity-driven pricing power and AI demand, with a strong balance sheet and a 10-year dividend growth streak.

Most REITs rallied, but rare bargains still dipped. Major transformations are creating overlooked upside. 5%+ yields offer income while waiting for recovery.

LAS VEGAS, July 10, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its second quarter 2026 financial and operating results on Thursday, July 30, 2026, after the market closes. The Company will host a conference call on Friday, July 31, 2026, at 12:00 p.m.

You like the idea of rental income, but you hate the idea of a tenant calling you at 2 a.m.

American Homes 4 Rent offers exposure to the growing single-family rental market across the Sunbelt and Midwest. Essex Property Trust focuses on supply-constrained multifamily apartment communities in high-demand West Coast markets.

American Homes 4 Rent stands out as an internally managed REIT focused on building, owning, and renting single-family homes. AMH maintains high tenant quality, 95% occupancy, and expects 3% rent increases, supporting consistent FFO growth without significant debt or share issuance. Shares trade at 18.76x forward AFFO, below the 10-year average, offering attractive total return potential with a well-covered 4.1% yield and ongoing buybacks.
SEC filings for AMH aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.