Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,187,541
-$4,192,121 QoQ
Shares Held
88,824
-36.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#158
of 1,039 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $18,166,318 across 3 Residential Construction names. PHM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
88,824 | $12,187,541 | |
| 2 | TOL |
Toll Brothers, Inc.
|
36,290 | $5,978,777 | |
| 3 | 65,859 | $0 |
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,187,541 | 88,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,379,662 | 139,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,802,992 | 160,353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,508,437 | 177,919 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,946,521 | 179,656 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,398,051 | 188,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,616,076 | 189,312 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,712,511 | 186,111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,995,706 | 208,862 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $27,426,937 | 227,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,836,172 | 250,302 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,118,171 | 285,188 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||