Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$57,119,699
+$8,288,733 QoQ
Shares Held
416,294
+0.3% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#66
of 1,041 holders
Holding Since
Dec 2023
11 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, 2026Homestead Advisers Corp holds $59,823,587 across 2 Residential Construction names. PHM ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
416,294 | $57,119,699 | |
| 2 | KBH |
Kb Home
|
43,200 | $2,703,888 |
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,119,699 | 416,294 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $48,830,966 | 415,194 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $49,236,770 | 419,894 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $63,224,205 | 478,500 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $48,321,772 | 458,200 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $46,856,240 | 455,800 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $49,636,620 | 455,800 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $62,923,552 | 438,400 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $40,604,880 | 368,800 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $45,292,810 | 375,500 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,416,916 | 197,800 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||