Position in KBH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$51,323
New position
Shares Held
820
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 377 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,877,276 across 9 Residential Construction names. KBH ranks #7 (1.3% 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/
|
2,441 | $397,590 | |
| 6 | TOL |
Toll Brothers, Inc.
|
428 | $70,513 | |
| 7 | KBH |
Kb Home
This page
|
820 | $51,323 | |
| 8 | NVR |
Nvr Inc
|
5 | $34,066 |
All Filings in KBH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,323 | 820 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||