American Assets Investment Management’s Lennar Class A LEN Stock Holding History

American Assets Investment Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.82M	Hold	86,370	–	–	0.47%	59
2026 Q1	$7.5M	Hold	86,370	–	–	0.51%	59
2025 Q4	$8.88M	Hold	86,370	–	–	0.61%	46
2025 Q3	$10.9M	Hold	86,370	–	–	0.8%	36
2025 Q2	$9.55M	Hold	86,370	–	–	0.77%	40
2025 Q1	$9.91M	Sell	86,370 -2,850	-3%	-$356K	0.87%	34
2024 Q4	$11.8M	Hold	89,220	–	–	0.96%	24
2024 Q3	$16.2M	Hold	89,220	–	–	1.42%	14
2024 Q2	$12.9M	Hold	89,220	–	–	1.21%	17
2024 Q1	$14.9M	Hold	89,220	–	–	1.41%	14
2023 Q4	$12.9M	Hold	89,220	–	–	1.33%	17
2023 Q3	$9.69M	Hold	89,220	–	–	1.08%	18
2023 Q2	$10.8M	Hold	89,220	–	–	1.2%	16
2023 Q1	$9.08M	Hold	89,220	–	–	1.05%	22
2022 Q4	$7.82M	Hold	89,220	–	–	0.91%	36
2022 Q3	$6.44M	Hold	89,220	–	–	0.84%	40
2022 Q2	$6.09M	Hold	89,220	–	–	0.76%	45
2022 Q1	$7.01M	Hold	89,220	–	–	0.74%	41
2021 Q4	$10M	Buy	89,220 +10,330	+13%	+$1.06M	1.08%	19
2021 Q3	$7.15M	Hold	78,890	–	–	0.89%	33
2021 Q2	$7.59M	Buy	78,890 +30,990	+65%	+$2.99M	0.99%	31
2021 Q1	$4.69M	Hold	47,900	–	–	0.65%	52
2020 Q4	$3.54M	Hold	47,900	–	–	0.58%	57
2020 Q3	$3.79M	Hold	47,900	–	–	0.78%	41
2020 Q2	$2.86M	Sell	47,900 -10,330	-18%	-$528K	0.65%	49
2020 Q1	$2.15M	Hold	58,230	–	–	0.46%	62
2019 Q4	$3.15M	Hold	58,230	–	–	0.47%	59
2019 Q3	$3.15M	Hold	58,230	–	–	0.5%	51
2019 Q2	$2.73M	Hold	58,230	–	–	0.44%	62
2019 Q1	$2.77M	Hold	58,230	–	–	0.45%	61
2018 Q4	$2.21M	Sell	58,230 -1,550	-3%	-$63.2K	0.4%	71
2018 Q3	$2.71M	Hold	59,780	–	–	0.45%	68
2018 Q2	$3.03M	Buy	59,780 +10,330	+21%	+$541K	0.53%	56
2018 Q1	$2.82M	Hold	49,450	–	–	0.54%	56
2017 Q4	$3.03M	Sell	49,450 -709	-1%	-$40.3K	0.58%	53
2017 Q3	$2.52M	Hold	50,159	–	–	0.5%	62
2017 Q2	$2.55M	Hold	50,159	–	–	0.53%	59
2017 Q1	$2.44M	Buy	50,159 +5,395	+12%	+$245K	0.5%	62
2016 Q4	$1.83M	Buy	44,764 +7,049	+19%	+$285K	0.39%	75
2016 Q3	$1.52M	Buy	37,715 +945	+3%	+$41.9K	0.35%	79
2016 Q2	$1.61M	Buy	+36,770	New	+$1.61M	0.39%	70
2015 Q3	–	Sell	-26,590	Closed	-$1.29M	–	124
2015 Q2	$1.29M	Hold	26,590	–	–	0.39%	68
2015 Q1	$1.31M	Hold	26,590	–	–	0.42%	63
2014 Q4	$1.13M	Hold	26,590	–	–	0.36%	69
2014 Q3	$983K	Hold	26,590	–	–	0.35%	67
2014 Q2	$1.06M	Hold	26,590	–	–	0.3%	92
2014 Q1	$1M	Buy	26,590 +7,974	+43%	+$305K	0.31%	89
2013 Q4	$701K	Buy	+18,616	New	+$628K	0.26%	92

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Assets Investment Management's LEN Position: Q2 2026 in Review

American Assets Investment Management held its Lennar Class A (LEN) position steady in Q2 2026 at 86,370 shares worth $7.82M. The position accounts for 0.47% of the portfolio, ranked #59.

American Assets Investment Management first reported a position in LEN in Q4 2013 and has held it in 48 quarters since. The position peaked at $16.2M in Q3 2024. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

American Assets Investment Management held 86,370 shares of Lennar Class A worth $7.82M as of Q2 2026.
American Assets Investment Management left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up 0.47% of American Assets Investment Management's portfolio in Q2 2026, its #59 holding.
American Assets Investment Management first reported a position in Lennar Class A in Q4 2013 and has held it in 48 quarters since.
American Assets Investment Management's Lennar Class A position peaked at $16.2M in Q3 2024.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on American Assets Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.