Apella Capital
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Apella Capital’s Lennar Class A LEN Stock Holding History

Apella Capital’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
Q3 		– Sell
-2,443
Closed -$212K – 815
2026
Q2 		$212K Buy
2,443
+47
+2% +$4.2K ﹤0.01% 657
2026
Q1 		$222K Buy
+2,396
New +$259K ﹤0.01% 624
2025
Q4 		– Sell
-1,691
Closed -$208K – 536
2025
Q3 		$208K Buy
+1,691
New +$210K ﹤0.01% 449

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Apella Capital's LEN Position: Q3 2026 in Review

Apella Capital sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 2,443 shares — an estimated $212K sold.

Apella Capital first reported a position in LEN in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 466 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Apella Capital reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Apella Capital sold 2,443 Lennar Class A shares in Q3 2026, an estimated $212K.
  • Apella Capital first reported a position in Lennar Class A in Q3 2025 and held it in 3 quarters.
  • Apella Capital's Lennar Class A position peaked at $222K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.