Position in PHM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$507,428,462
+$38,280,583 QoQ
Shares Held
4,314,501
+7.8% QoQ
Ownership
2.30%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $1,020,824,780 across 17 Residential Construction names. PHM ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
4,314,501 | $507,428,462 | |
| 2 | NVR |
Nvr Inc
|
24,418 | $160,910,471 | |
| 3 | LEN |
Lennar Corp /New/
|
1,174,464 | $101,990,453 | |
| 4 | IBP |
Installed Building Products, Inc.
|
379,312 | $100,574,576 | |
| 5 | TOL |
Toll Brothers, Inc.
|
598,128 | $81,626,528 | |
| 6 | DHI |
Horton D R Inc /De/
|
175,657 | $24,103,653 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
121,977 | $7,103,940 | |
| 8 | TPH |
Tri Pointe Homes, Inc.
|
137,720 | $6,435,655 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $507,428,462 | 4,314,501 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $469,147,879 | 4,000,920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $478,828,153 | 3,623,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,462,086 | 3,199,906 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $258,663,098 | 2,516,178 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $115,999,191 | 1,065,190 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $105,039,416 | 731,829 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,107,563 | 809,333 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,273,213 | 731,829 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $84,022,112 | 814,010 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $65,044,409 | 878,385 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,916,939 | 758,457 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,995,148 | 669,100 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $172,952,534 | 3,798,650 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $170,089,875 | 4,535,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $194,095,652 | 4,897,695 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $203,232,053 | 4,850,407 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $214,283,808 | 3,748,842 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $142,373,536 | 3,100,469 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $129,877,091 | 2,380,009 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $110,315,825 | 2,103,658 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,250,813 | 585,594 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $34,354,308 | 742,154 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $26,780,861 | 786,978 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,673,127 | 388,581 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||