Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$288,964
-$104,677 QoQ
Shares Held
2,106
-37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#696
of 1,035 holders
Holding Since
Mar 2020
23 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 Jun 30, 2026ALPS ADVISORS INC holds $14,444,359 across 7 Residential Construction names. PHM ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
47,406 | $7,810,138 | |
| 2 | MTH |
Meritage Homes CORP
|
60,292 | $5,055,484 | |
| 3 | DHI |
Horton D R Inc /De/
|
2,810 | $457,692 | |
| 4 | IBP |
Installed Building Products, Inc.
|
1,764 | $405,437 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
2,106 | $288,964 | |
| 6 | LEN |
Lennar Corp /New/
|
2,456 | $222,243 | |
| 7 | NVR |
Nvr Inc
|
30 | $204,401 |
All Filings in PHM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,964 | 2,106 | Shares | Defined | 2026-07-29 | |
| 2025-12-31 | $393,641 | 3,357 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $439,992 | 3,330 | Shares | Defined | 2025-11-05 | |
| 2024-12-31 | $275,734 | 2,532 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $363,417 | 2,532 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $343,181 | 3,117 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $378,023 | 3,134 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $403,177 | 3,906 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $305,752 | 4,129 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $461,574 | 5,942 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $343,385 | 5,892 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $366,379 | 8,047 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $303,262 | 8,087 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $295,996 | 7,469 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $316,177 | 7,546 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $445,962 | 7,802 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,231,895 | 26,827 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,498,382 | 27,458 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,489,138 | 28,397 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $1,347,801 | 31,257 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $1,584,968 | 34,240 | Shares | Other | 2020-11-05 | |
| 2020-06-30 | $663,243 | 19,490 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $582,796 | 26,111 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||