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
2013 Q3	–	Sell	-1,800,000	Closed	-$34.1M	–	47
2013 Q2	$34.1M	Buy	+1,800,000	New	+$37.4M	1.3%	28

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 1,030 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.
1,030 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.