RBA
TPH

Richard Bernstein Advisors’s Tri Pointe Homes TPH Stock Holding History

Richard Bernstein Advisors’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-140,049
Closed -$4.47M – 245
2025
Q1 		$4.47M Sell
140,049
-12,720
-8% -$434K 0.11% 78
2024
Q4 		$5.54M Hold
152,769
– – 0.13% 58
2024
Q3 		$6.92M Hold
152,769
– – 0.15% 44
2024
Q2 		$5.69M Sell
152,769
-25,993
-15% -$979K 0.13% 58
2024
Q1 		$6.91M Hold
178,762
– – 0.15% 50
2023
Q4 		$6.33M Buy
178,762
+108
+0.1% +$3.14K 0.14% 50
2023
Q3 		$4.89M Buy
+178,654
New +$5.48M 0.11% 60

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richard Bernstein Advisors's TPH Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Tri Pointe Homes (TPH) in Q2 2025, closing a stake of 140,049 shares — an estimated $4.47M sold.

Richard Bernstein Advisors first reported a position in TPH in Q3 2023 and held it in 7 quarters. The position peaked at $6.92M in Q3 2024. 348 funds tracked by Wall St. Rank hold TPH as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Tri Pointe Homes position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 140,049 Tri Pointe Homes shares in Q2 2025, an estimated $4.47M.
  • Richard Bernstein Advisors first reported a position in Tri Pointe Homes in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's Tri Pointe Homes position peaked at $6.92M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.