AE Wealth Management LLC

Position in TPH — Tri Pointe Homes, Inc.

CIK 1697723 TOPEKA, KS

Position in TPH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$545,891

-$16,718,461 QoQ

Shares Held

11,682

-97.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#191

of 347 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

AE Wealth Management LLC holds $64,746,771 across 5 Residential Construction names. TPH ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	681,157	$59,151,641
2	TOL	Toll Brothers, Inc.	21,025	$2,869,257
3	PHM	Pultegroup Inc/Mi/	12,169	$1,431,184
4	DHI	Horton D R Inc /De/	5,457	$748,798
5	TPH	Tri Pointe Homes, Inc. This page	11,682	$545,891

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$545,891	11,682	-97.9%	Shares	Other	2026-05-13
2025-12-31	$17,264,352	548,598	+33.5%	Shares	Other	2026-01-26
2025-09-30	$13,956,076	410,836	+17.7%	Shares	Other	2025-11-03
2025-06-30	$11,147,912	348,918	+4456.8%	Shares	Other	2025-08-06
2025-03-31	$244,401	7,657	-26.0%	Shares	Other	2025-05-06
2024-12-31	$375,061	10,344	-4.8%	Shares	Other	2025-02-13
2024-09-30	$492,513	10,870	-95.7%	Shares	Other	2024-11-14
2024-06-30	$9,354,995	251,141	+17.5%	Shares	Other	2024-08-12
2024-03-31	$8,266,386	213,823	+20.6%	Shares	Other	2024-05-15
2023-12-31	$6,275,181	177,265	+65.8%	Shares	Sole	2024-02-14
2023-09-30	$2,924,070	106,913	+35.3%	Shares	Sole	2023-10-11
2023-06-30	$2,597,090	79,035	+24.5%	Shares	Sole	2023-07-10
2023-03-31	$1,607,313	63,480	+6.3%	Shares	Sole	2023-04-14
2022-12-31	$1,109,655	59,691	+5.9%	Shares	Sole	2023-01-31
2022-09-30	$851,478	56,352	—	Shares	Sole	2022-10-25
No filing history on record for this holder in this stock.