Position in DHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$397,590
+$62,636 QoQ
Shares Held
2,441
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#777
of 1,229 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,877,276 across 9 Residential Construction names. DHI ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
11,337 | $1,555,549 | |
| 2 | LEN |
Lennar Corp /New/
|
8,509 | $769,979 | |
| 3 | GRBK |
Green Brick Partners, Inc.
|
6,469 | $517,778 | |
| 4 | MHO |
M/I Homes, Inc.
|
2,831 | $455,196 | |
| 5 | DHI |
Horton D R Inc /De/
This page
|
2,441 | $397,590 | |
| 6 | TOL |
Toll Brothers, Inc.
|
428 | $70,513 | |
| 7 | KBH |
Kb Home
|
820 | $51,323 | |
| 8 | NVR |
Nvr Inc
|
5 | $34,066 |
All Filings in DHI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,590 | 2,441 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $334,954 | 2,441 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $351,577 | 2,441 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $427,064 | 2,520 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $301,414 | 2,338 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $302,950 | 2,383 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $333,191 | 2,383 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $469,675 | 2,462 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||