American Homes 4 Rent bonds AMH
Who owns American Homes 4 Rent's debt and what their own filings say it is worth. Bond prices and yields are fund-reported marks (SEC Form N-PORT) as of Jul 2026; they lag the market by about two months. AMH stock page.
Every bond funds hold
Each bond's latest fund-reported mark. Price per 100 of face value; yield to maturity from price, coupon and maturity; spread over the matched-maturity Treasury for US-dollar bonds.
| Bond | Coupon | Maturity | Ccy | Price | Yield | Spread | Funds | Held | As of |
|---|---|---|---|---|---|---|---|---|---|
| 02666TAA5 | 4.25% fixed | 2028-02-15 | USD | 99.13 | 4.84% | 70 bp | 16 | $42.7M | Jul 2026 |
| 02666TAB3 | 4.9% fixed | 2029-02-15 | USD | 100.02 | 4.89% | 65 bp | 10 | $23.2M | Jul 2026 |
| 02666TAK3 | 4.95% fixed | 2030-06-15 | USD | 99.36 | 5.13% | 84 bp | 22 | $43.3M | Jul 2026 |
| 02666TAC1 | 2.375% fixed | 2031-07-15 | USD | 87.69 | 5.23% | 90 bp | 14 | $14.9M | Jul 2026 |
| 02666TAE7 | 3.625% fixed | 2032-04-15 | USD | 91.76 | 5.32% | 94 bp | 12 | $46.2M | Jul 2026 |
| 02666TAG2 | 5.5% fixed | 2034-02-01 | USD | 99.50 | 5.58% | 110 bp | 22 | $50.4M | Jul 2026 |
| 02666TAH0 | 5.5% fixed | 2034-07-15 | USD | 99.38 | 5.60% | 109 bp | 17 | $39.3M | Jul 2026 |
| 02666TAJ6 | 5.25% fixed | 2035-03-15 | USD | 97.78 | 5.58% | 104 bp | 14 | $58.3M | Jul 2026 |
| 02666TAD9 | 3.375% fixed | 2051-07-15 | USD | 64.03 | 6.24% | 113 bp | 6 | $6.5M | Jul 2026 |
| 02666TAF4 | 4.3% fixed | 2052-04-15 | USD | 75.23 | 6.25% | 114 bp | 9 | $15.5M | Jul 2026 |
Spread history
Median spread of the US-dollar bonds over Treasuries, month-ends with complete filings. Fund-reported.
Price history
Median fund-marked price across the bonds, per 100 of face value.
By month
Funds file on staggered quarter-ends, so each month-end is marked by the funds that reported for it; the amount held moves with which funds filed, not only with buying and selling.
| Month-end | Bonds | Held | Median price | USD yield | USD spread | Most funds on one bond |
|---|---|---|---|---|---|---|
| Jul 2026 | 10 | $340.2M | 98.45 | 5.45% | 99 bp | 22 |
| Jun 2026 | 10 | $490.5M | 99.45 | 5.18% | 85 bp | 40 |
| May 2026 | 10 | $375.9M | 99.48 | 5.13% | 85 bp | 28 |
| Apr 2026 | 10 | $328.1M | 99.20 | 5.12% | 105 bp | 25 |
| Mar 2026 | 10 | $510.2M | 99.00 | 5.23% | 119 bp | 46 |
| Feb 2026 | 10 | $370.8M | 100.53 | 4.80% | 92 bp | 28 |
| Jan 2026 | 10 | $330.0M | 100.15 | 4.95% | 98 bp | 30 |
| Dec 2025 | 10 | $529.4M | 100.91 | 4.81% | 88 bp | 48 |
| Nov 2025 | 10 | $341.9M | 101.06 | 4.79% | 89 bp | 28 |
| Oct 2025 | 10 | $330.8M | 100.83 | 4.87% | 99 bp | 30 |
| Sep 2025 | 10 | $524.0M | 100.45 | 4.89% | 99 bp | 49 |
| Aug 2025 | 10 | $357.8M | 99.97 | 4.99% | 95 bp | 29 |
| Jul 2025 | 10 | $291.3M | 99.24 | 5.13% | 95 bp | 32 |
Who holds the debt
Fund series in their latest quarterly N-PORT report, largest first, with the change in face value against each fund's own previous report. Names as reported in the filings. 55 added, 55 cut, 9 new holders and 10 exits in the latest quarter.
| Fund series | Report | Face value | Value | Change in face value |
|---|---|---|---|---|
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 2026-07-31 | $87.6M | $81.6M | $23.3M |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2026-05-31 | $77.4M | $75.9M | -$3.2M |
| PIMCO Total Return Fund PIMCO FUNDS | 2026-06-30 | $63.2M | $63.0M | $0 |
| VANGUARD TOTAL BOND MARKET II INDEX FUND VANGUARD BOND INDEX FUNDS | 2026-06-30 | $54.0M | $52.2M | $0 |
| VANGUARD TOTAL BOND MARKET INDEX FUND VANGUARD BOND INDEX FUNDS | 2026-06-30 | $53.7M | $52.1M | $1.0M |
| VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2026-07-31 | $45.0M | $43.6M | -$10.0M |
| PIMCO Long Duration Credit Bond Portfolio PIMCO FUNDS | 2026-06-30 | $49.5M | $42.4M | $0 |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 2026-07-31 | $40.0M | $37.1M | $9.3M |
| MFS Corporate Bond Fund MFS Series Trust IX | 2026-07-31 | $35.1M | $33.1M | $0 |
| Strategic Advisers Fidelity Core Income Fund Fidelity Rutland Square Trust II | 2026-05-31 | $30.8M | $28.2M | $0 |
| VANGUARD SHORT-TERM INVESTMENT-GRADE FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2026-07-31 | $25.7M | $25.6M | $0 |
| Fidelity Investment Grade Bond Central Fund Fidelity Central Investment Portfolios II LLC | 2026-06-30 | $27.4M | $23.9M | $0 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND VANGUARD BOND INDEX FUNDS | 2026-06-30 | $23.7M | $23.1M | -$20K |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2026-05-31 | $21.2M | $21.3M | -$3.2M |
| Fidelity Series Investment Grade Bond Fund Fidelity Salem Street Trust | 2026-05-31 | $21.0M | $19.4M | $0 |
| iShares 5-10 Year Investment Grade Corporate Bond ETF iShares Trust | 2026-05-31 | $19.2M | $18.5M | $485K |
| iShares Core U.S. Aggregate Bond ETF iShares Trust | 2026-05-31 | $19.6M | $18.4M | $710K |
| Fidelity Total Bond Fund Fidelity Income Fund | 2026-05-31 | $17.6M | $16.6M | $0 |
| VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND VANGUARD MALVERN FUNDS | 2026-06-30 | $14.8M | $14.9M | $0 |
| Cohen & Steers Short Duration Preferred & Income Fund,Inc. Cohen & Steers Short Duration Preferred & Income Fund, Inc. | 2026-07-31 | $14.6M | $14.5M | $0 |
| Schwab 5-10 Year Corporate Bond ETF SCHWAB STRATEGIC TRUST | 2026-06-30 | $14.3M | $13.9M | $1.6M |
| PIMCO Investment Grade Credit Bond Fund PIMCO FUNDS | 2026-06-30 | $14.1M | $13.6M | $0 |
| T. Rowe Price Ultra Short-Term Bond Fund T. ROWE PRICE SHORT-TERM BOND FUND, INC. | 2026-05-31 | $13.6M | $13.6M | $5.9M |
| VANGUARD ULTRA-SHORT-TERM BOND FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2026-07-31 | $11.7M | $11.6M | $837K |
| Fidelity U.S. Bond Index Fund Fidelity Salem Street Trust | 2026-05-31 | $11.5M | $11.5M | $0 |
Largest exits in the latest quarter (fund held the bonds in its previous report, none now): Nomura Corporate Bond Fund ($3.5M), Principal Investment Grade Corporate Active ETF ($1.6M), Nomura VIP Corporate Bond Series ($1.5M), AB Corporate Income Shares ($1.1M), Core Plus Bond Account ($615K), Core Plus Bond Fund ($525K), THRIVENT MODERATE ALLOCATION PORTFOLIO ($212K), Nomura VIP Investment Grade Series ($100K), Voya Core Bond ETF ($58K), Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF ($21K).
ETFs holding these bonds
From each ETF's own latest N-PORT report: the issuer's bonds as a share of the ETF's net assets. A holdings list, not a recommendation.
| ETF | Report | Bonds | Face value | Value | % of net assets |
|---|---|---|---|---|---|
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 2026-05-31 | 5 | $77.4M | $75.9M | 0.11% |
| BND VANGUARD TOTAL BOND MARKET INDEX FUND | 2026-06-30 | 7 | $53.7M | $52.1M | 0.01% |
| BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 2026-06-30 | 5 | $23.7M | $23.1M | 0.04% |
| VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 2026-05-31 | 3 | $21.2M | $21.3M | 0.04% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 2026-05-31 | 5 | $19.2M | $18.5M | 0.10% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2026-05-31 | 10 | $19.6M | $18.4M | 0.01% |
| SCHI Schwab 5-10 Year Corporate Bond ETF | 2026-06-30 | 5 | $14.3M | $13.9M | 0.12% |
| FBND Fidelity Total Bond ETF | 2026-05-31 | 3 | $11.7M | $11.3M | 0.04% |
| BSV VANGUARD SHORT-TERM BOND INDEX FUND | 2026-06-30 | 3 | $10.8M | $10.8M | 0.02% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 2026-05-31 | 3 | $9.6M | $9.6M | 0.04% |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | 2026-05-31 | 10 | $9.2M | $8.7M | 0.05% |
| SPIB State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | 2026-06-30 | 8 | $8.5M | $8.3M | 0.07% |
| TBUX T. Rowe Price Ultra Short-Term Bond ETF | 2026-05-31 | 2 | $6.7M | $6.6M | 0.58% |
| VUSB VANGUARD ULTRA-SHORT BOND ETF | 2026-06-30 | 1 | $6.5M | $6.5M | 0.07% |
| SPSB State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | 2026-06-30 | 2 | $5.9M | $5.9M | 0.06% |
Default risk, three ways
Stock market: distance-to-default
Not computed: financial company (banks, insurers, BDCs and REITs carry leverage as their business, which the model misreads).
Bond market: priced-in odds
A 99 bp spread prices in about 1.7% a year of default odds (spread ÷ (1 − 40% recovery)). Fund-reported marks as of Jul 2026; the spread also pays for liquidity and risk premium, so this overstates actual defaults.
Accounts: Altman Z
Not available.
The stock side: 13F filings
What institutions report holding in AMH's stock and options. Options are reported at the value of the underlying shares, not the premium paid; 13F lists long positions only, lags 45 days after quarter-end, and does not show whether puts hedge a stock position.
| Quarter-end | Stock holders | Stock value | Put managers | Puts (underlying value) | Call managers | Calls (underlying value) | Convertible holders |
|---|---|---|---|---|---|---|---|
| 2026-09-30 filings still arriving | 47 | $24.0M | 0 | — | 0 | — | 0 |
| 2026-06-30 | 472 | $10.67B | 4 | $2.5M | 5 | $945K | 0 |
| 2026-03-31 | 441 | $6.88B | 7 | $3.9M | 3 | $595K | 0 |
| 2025-12-31 | 464 | $9.84B | 3 | $1.1M | 3 | $1.6M | 0 |
| 2025-09-30 | 468 | $9.37B | 3 | $1.9M | 3 | $994K | 0 |
| 2025-06-30 | 459 | $11.18B | 4 | $2.3M | 4 | $1.1M | 0 |
Sources: fund holdings and fund-reported marks from SEC Form N-PORT (published about 60 days after each month-end); 13F filings; House and Senate periodic transaction reports and OGE Form 278-T; Treasury yields from FRED. Findings from filings, not advice. How each number is computed.