Welcome to our dedicated page for American Homes 4 Rent SEC filings (Ticker: AMH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
American Homes 4 Rent filings document the public-company disclosures of a single-family rental REIT and its operating partnership, American Homes 4 Rent, L.P. Form 8-K reports furnish earnings releases, supplemental operating packages, investor presentations and Regulation FD materials covering rents, Core FFO, Adjusted FFO, Core NOI, guidance and portfolio operating metrics.
The company’s proxy materials cover board and shareholder matters, executive compensation, equity awards and annual meeting governance. Filing records also identify AMH’s common shares and cumulative redeemable perpetual preferred shares, including Series G and Series H, and provide formal disclosure around capital structure, distributions, risk language and exhibit-based financial information.
American Homes 4 Rent entered a new at-the-market equity program supported by a fresh automatic shelf registration. The company may issue and sell up to $1.0 billion of Class A common shares from time to time through multiple sales agents and related forward sale structures.
The structure allows sales directly into the market or via forward purchasers, with agents earning up to 2.0% commissions. The company plans to contribute net proceeds to its operating partnership to repay revolving credit facility debt, fund growth in single-family rental properties, and for general corporate purposes, including potential share repurchases.
American Homes 4 Rent (AMH) filed a prospectus supplement for an at-the-market equity program to offer up to $1,000,000,000 aggregate gross sales price of Class A Common Shares pursuant to a sales agreement with multiple broker-dealers dated June 12, 2026. The program contemplates sales through Sales Agents or sales by Forward Sellers under forward sale agreements; proceeds treatment depends on the method (the issuer will not initially receive proceeds from Forward Seller hedge sales and generally expects physical settlement of forward sale agreements). The filing notes an ownership limit of 8.0% in the declaration of trust and discloses 359,179,944 Class A Common Shares issued and outstanding as of June 9, 2026. The prospectus supplement describes commissions (up to 2.0%) and summarizes key risks, including dilution, forward-sale settlement mechanics, interest-rate sensitivity and REIT qualification risks.
American Homes 4 Rent filed a shelf registration statement on to register a range of securities including common shares, preferred shares, depositary shares, warrants, rights, debt securities and related guarantees. The prospectus permits offerings from time to time and states that specific terms, pricing and proceeds will be provided in prospectus supplements.
The document discloses portfolio and company context: 61,237 single-family properties held as of March 31, 2026 (including 1,037 held for sale), 57,112 occupied properties, 3,858 JV properties, and 1,587 employees. It also notes 363,160,711 Class A shares outstanding as of March 31, 2026 and Series G/H preferred shares outstanding.
American Homes 4 Rent director Tamara Hughes Gustavson exercised stock options to acquire 30,000 Class A Common Shares. The Form 4 shows three option exercises of 10,000 shares each at exercise prices of $19.40, $23.38, and $21.57 per share. Following these transactions, she holds 9,415,345 Class A Common Shares directly.
She also reports indirect holdings, including 158,780 shares through an IRA, 274,334 shares through THG AT, LLC, and 11,621,725 shares through the Tamara H. Gustavson Revocable Trust, which includes 5,421 restricted share units. An additional 100 shares are reported as held by her spouse.
American Homes 4 Rent furnished an investor presentation outlining its 2026 outlook, capital plans, operating metrics and balance sheet profile. The company guides to full-year 2026 Core FFO per share and unit of $1.89–$1.95, with a midpoint of $1.92, representing 2.7% Core FFO growth.
Same-home core revenues are expected to grow 1.25%–3.25%, with a 2.25% midpoint, supported by strong occupancy and positive blended lease spreads. AMH plans 1,700–2,100 total development deliveries at a $650–$850 million capital investment midpoint of $750 million, while maintaining an investment grade balance sheet at 5.3x net debt and preferred shares to Adjusted EBITDAre and $860 million of undrawn revolver capacity.
The presentation highlights approximately $390 million of share and unit repurchases from November 2025 to May 2026, a new $500 million authorization with about $377 million remaining as of May, and no debt maturities until 2028. AMH also emphasizes its large single-family rental portfolio, development pipeline, stable resident base, sustainability initiatives and non-GAAP metrics such as Core NOI, EBITDAre and Core FFO with detailed reconciliations.
ZAIST MATTHEW R reported acquisition or exercise transactions in this Form 4 filing.
American Homes 4 Rent director Matthew R. Zaist received a grant of 5,421 restricted share units as non-management trustee compensation. These units vest in full on the earlier of one year from the grant date or the next annual meeting of shareholders. Following this award, he holds 32,829 Class A Common Shares directly.
GUSTAVSON TAMARA HUGHES reported acquisition or exercise transactions in this Form 4 filing.
American Homes 4 Rent director Tamara Hughes Gustavson reported a compensation-related equity award. She received 5,421 restricted share units of Class A common shares as non-management trustee compensation at a price of $0.00 per share. These restricted share units vest in full on the earlier of one year from the grant date or the next annual meeting of shareholders. Following the grant, she directly holds 9,385,345 Class A common shares, and additional Class A shares are held indirectly through an IRA, an LLC formed for the benefit of her and her family, a revocable trust, and her spouse.
BENHAM DOUGLAS N reported acquisition or exercise transactions in this Form 4 filing.
American Homes 4 Rent director Douglas N. Benham reported an equity compensation grant on Class A common shares. He received 5,421 restricted share units as non-management trustee compensation, which vest in full on the earlier of one year from grant or the next annual meeting of shareholders. Following this award, he holds 39,648 Class A common shares directly and 7,991 shares indirectly through an IRA.
Willoughby Jay reported acquisition or exercise transactions in this Form 4 filing.
American Homes 4 Rent director Jay Willoughby received an equity grant of 5,421 Class A restricted share units as non-management trustee compensation. The award was made at no cash cost per unit and increases his direct holdings to 33,476 Class A common shares.
The restricted share units vest in full on the earlier of one year from the grant date or the date of the next annual meeting of shareholders, tying a portion of his compensation to ongoing board service and the company’s share performance.
HART MATTHEW J reported acquisition or exercise transactions in this Form 4 filing.
American Homes 4 Rent director Matthew J. Hart reported an equity grant of 7,016 Class A common shares on May 14, 2026. The shares were granted at no cash cost as non-management trustee compensation in the form of restricted share units.
These restricted share units vest in full on the earlier of one year from the grant date or the next annual meeting of shareholders. Following this award, Hart directly holds 68,018 Class A shares, reflecting routine board-related equity compensation rather than an open-market purchase.