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Global Retirement Partners’s LGI Homes LGIH Stock Holding History

Global Retirement Partners’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Buy
+5,752
New +$275K 0.01% 1194
2025
Q4 		$146K Buy
3,408
+3,344
+5,225% +$157K ﹤0.01% 1670
2025
Q3 		$3.31K Buy
64
+14
+28% +$816 ﹤0.01% 3134
2025
Q2 		$2.58K Buy
+50
New +$2.73K ﹤0.01% 3149
2024
Q4 		$4.65K Sell
52
-19
-27% -$2K ﹤0.01% 2714
2024
Q3 		$8.41K Buy
71
+11
+18% +$1.16K ﹤0.01% 2357
2024
Q2 		$5.37K Buy
60
+51
+567% +$4.92K ﹤0.01% 2586
2024
Q1 		$1.05K Hold
9
– – ﹤0.01% 2966
2023
Q4 		$1.09K Buy
9
+2
+29% +$222 ﹤0.01% 2873
2023
Q3 		$690 Hold
7
– – ﹤0.01% 2871
2023
Q2 		$944 Hold
7
– – ﹤0.01% 2799
2023
Q1 		$817 Sell
7
-4
-36% -$434 ﹤0.01% 2785
2022
Q4 		$1.02K Hold
11
– – ﹤0.01% 2591
2022
Q3 		$1K Buy
11
+4
+57% +$392 ﹤0.01% 2504
2022
Q2 		$1K Sell
7
-10
-59% -$927 ﹤0.01% 2471
2022
Q1 		$2K Buy
+17
New +$2.1K ﹤0.01% 2206
2021
Q4 		– Sell
-100
Closed -$14K – 1118
2021
Q3 		$14K Hold
100
– – ﹤0.01% 1321
2021
Q2 		$16K Hold
100
– – ﹤0.01% 1257
2021
Q1 		$15K Hold
100
– – ﹤0.01% 1188
2020
Q4 		$11K Hold
100
– – ﹤0.01% 1236
2020
Q3 		$12K Hold
100
– – ﹤0.01% 1090
2020
Q2 		$9K Hold
100
– – ﹤0.01% 1145
2020
Q1 		$5K Hold
100
– – ﹤0.01% 1230
2019
Q4 		$7K Hold
100
– – ﹤0.01% 1245
2019
Q3 		$8K Hold
100
– – ﹤0.01% 1175
2019
Q2 		$7K Buy
+100
New +$6.94K ﹤0.01% 1204
2017
Q4 		– Sell
-200
Closed -$10K – 1449
2017
Q3 		$10K Buy
+200
New +$8.89K ﹤0.01% 835

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Global Retirement Partners's LGIH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in LGI Homes (LGIH) in Q2 2026: 5,752 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #1194 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LGIH as recently as Q4 2025.

Global Retirement Partners first reported a position in LGIH in Q3 2017 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Global Retirement Partners held 5,752 shares of LGI Homes worth $366K as of Q2 2026.
  • LGI Homes was a new Global Retirement Partners position in Q2 2026.
  • LGI Homes made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1194 holding.
  • Global Retirement Partners first reported a position in LGI Homes in Q3 2017 and has held it in 27 quarters since.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.