Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,998,463
+$283,004 QoQ
Shares Held
14,565
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#356
of 1,035 holders
Holding Since
Mar 2024
10 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, 2026Concurrent Investment Advisors, LLC holds $12,322,934 across 5 Residential Construction names. PHM ranks #2 (16.2% of the industry book) .
All Filings in PHM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,463 | 14,565 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,715,459 | 14,586 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,964,456 | 16,753 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $830,569 | 6,286 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $701,098 | 6,648 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $844,193 | 8,212 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $477,090 | 4,381 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $519,722 | 3,621 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $371,697 | 3,376 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $297,931 | 2,470 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||