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Arete Wealth Advisors’s Pultegroup PHM Stock Holding History

Arete Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,549
Closed -$1.8M – 792
2024
Q4 		$1.8M Sell
16,549
-3,364
-17% -$437K 0.13% 165
2024
Q3 		$2.86M Sell
19,913
-22,842
-53% -$2.9M 0.25% 88
2024
Q2 		$4.71M Buy
42,755
+288
+0.7% +$32.7K 0.39% 56
2024
Q1 		$4.74M Buy
42,467
+1,732
+4% +$186K 0.44% 55
2023
Q4 		$4.2M Buy
40,735
+8,184
+25% +$695K 0.32% 66
2023
Q3 		$2.41M Buy
+32,551
New +$2.59M 0.42% 56
2023
Q2 		– Sell
-29,026
Closed -$1.69M – 729
2023
Q1 		$1.69M Buy
29,026
+6,152
+27% +$332K 0.14% 139
2022
Q4 		$1.04M Buy
22,874
+10,284
+82% +$433K 0.09% 192
2022
Q3 		$472K Buy
+12,590
New +$530K 0.05% 309
2022
Q2 		– Sell
-11,496
Closed -$484K – 539
2022
Q1 		$484K Buy
11,496
+126
+1% +$6.25K 0.04% 287
2021
Q4 		$650K Buy
+11,370
New +$583K 0.06% 246

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's PHM Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 16,549 shares — an estimated $1.8M sold.

Arete Wealth Advisors first reported a position in PHM in Q4 2021 and held it in 11 quarters. The position peaked at $4.74M in Q1 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,549 Pultegroup shares in Q1 2025, an estimated $1.8M.
  • Arete Wealth Advisors first reported a position in Pultegroup in Q4 2021 and held it in 11 quarters.
  • Arete Wealth Advisors's Pultegroup position peaked at $4.74M in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.