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GRS Advisors’s Pultegroup PHM Stock Holding History

GRS 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
Q4 		– Sell
-147,637
Closed -$19.5M – 36
2025
Q3 		$19.5M Buy
+147,637
New +$18.3M 1.83% 20
2023
Q2 		– Sell
-444,600
Closed -$25.9M – 35
2023
Q1 		$25.9M Sell
444,600
-65,273
-13% -$3.52M 4.96% 8
2022
Q4 		$23.2M Buy
+509,873
New +$21.5M 5.55% 5
2022
Q1 		– Sell
-38,000
Closed -$2.17M – 36
2021
Q4 		$2.17M Buy
+38,000
New +$1.95M 0.53% 32
2021
Q3 		– Sell
-72,533
Closed -$3.96M – 34
2021
Q2 		$3.96M Sell
72,533
-27,400
-27% -$1.53M 2.52% 23
2021
Q1 		$5.24M Buy
+99,933
New +$4.66M 3.32% 15
2020
Q4 		– Sell
-159,800
Closed -$7.4M – 34
2020
Q3 		$7.4M Sell
159,800
-183,200
-53% -$7.84M 3.8% 13
2020
Q2 		$11.7M Buy
+343,000
New +$10.3M 6.53% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GRS Advisors's PHM Position: Q4 2025 in Review

GRS Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 147,637 shares — an estimated $19.5M sold.

GRS Advisors first reported a position in PHM in Q2 2020 and held it in 8 quarters. The position peaked at $25.9M in Q1 2023. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • GRS Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • GRS Advisors sold 147,637 Pultegroup shares in Q4 2025, an estimated $19.5M.
  • GRS Advisors first reported a position in Pultegroup in Q2 2020 and held it in 8 quarters.
  • GRS Advisors's Pultegroup position peaked at $25.9M in Q1 2023.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on GRS Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.