Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,555,549
+$124,001 QoQ
Shares Held
11,337
-6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#387
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM 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. PHM ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
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
|
820 | $51,323 | |
| 8 | NVR |
Nvr Inc
|
5 | $34,066 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555,549 | 11,337 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,431,548 | 12,172 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,454,258 | 12,402 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,679,504 | 12,711 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,317,089 | 12,489 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,220,236 | 11,870 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,118,947 | 10,275 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,489,410 | 10,377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,153,297 | 10,475 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,266,510 | 10,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,083,810 | 10,500 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $777,525 | 10,500 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $816,727 | 10,514 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $617,126 | 10,589 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $482,117 | 10,589 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $404,587 | 10,789 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $429,549 | 10,839 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $454,154 | 10,839 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $625,387 | 10,941 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $502,410 | 10,941 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $597,050 | 10,941 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $573,746 | 10,941 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $471,775 | 10,941 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $506,458 | 10,941 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $371,845 | 10,927 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $243,890 | 10,927 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||