American Homes 4 Rent 2026年季度报告

FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026or TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-36013 (American Homes 4 Rent)Commission File Number: 333-221878-02 (American Homes 4 Rent, L.P.) AMERICAN HOMES 4 RENTAMERICAN HOMES 4 RENT, L.P.(Exact name of registrant as specified in its charter) American Homes 4 RentAmerican Homes 4 Rent, L.P. MarylandDelaware(State or other jurisdiction ofincorporation or organization) 46-122966080-0860173(I.R.S. EmployerIdentification No.) 280 Pilot RoadLas Vegas, Nevada 89119(Address of principal executive offices)(Zip Code) (805) 413-5300(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. American Homes 4 Rent, L.P.☒Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). American Homes 4 Rent☒Yes☐No American Homes 4 Rent, L.P.☒Yes☐No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. American Homes 4 Rent, L.P. Large accelerated filer☐Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. American Homes 4 Rent☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). American Homes 4 Rent☐Yes☒NoAmerican Homes 4 Rent, L.P.☐Yes☒No There were 359,179,944 shares of American Homes 4 Rent’s Class A common shares, $0.01 par value per share, and 635,075 shares ofAmerican Homes 4 Rent’s Class B common shares, $0.01 par value per share, outstanding on July29, 2026. EXPLANATORY NOTE This report combines the quarterly reports on Form 10-Q for the period ended June 30, 2026 of American Homes 4 Rent and AmericanHomes 4 Rent, L.P. Unless stated otherwise or the context otherwise requires, references to “AMH” or the “General Partner” meanAmerican Homes 4 Rent, a Maryland real estate investment trust (“REIT”), and references to the “Operating Partnership” or the “OP”mean American Homes 4 Rent, L.P., a Delaware limited partnership, and its subsidiaries taken as a whole. References to the“Company,” “we,” “our” and “us” mean collectively AMH, the Operating Partnership and those entities/subsidiaries owned orcontrolled by AMH and/or the Operating Partnership. AMH is the general partner of, and as of June 30, 2026 owned approximately 87.8% of the common partnership interest in, theOperating Partnership. The remaining 12.2% of the common partnership interest was owned by limited partners. As the sole generalpartner of the Operating Partnership, AMH has exclusive control of the Operating Partnership’s day-to-day management. TheCompany’s management operates AMH and the Operating Partnership as one business, and the management of AMH consists of thesame members as the management of the Operating Partnership. The Company believes that combining the quarterly reports on Form 10-Q of the Company and the Operating Partnership into thissingle report provides the following benefits: •enhances investors’ understanding of the Company and the Operating Partnership by enabling investors to view thebusiness as a whole in the same manner as management views and operates the business;•eliminates duplicative disclosure and provides a more streamlined and readable presentation since a substantial portion ofthe disclosure applies to both the Company and the Operating Partnership; and•creates time and cost efficiencies through the preparation of one combined report instead of two separate reports. The Company believes it is important to understand the few differences between AMH and the Operating Partnership in the context ofhow AMH and the Operating Partnership operate as a consolidated company. AMH’s primary function is acting as the general partnerof t