CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s Lennar Class A LEN Stock Holding History

CastleKeep Investment Advisors’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
2025
Q2 		– Sell
-12,466
Closed -$1.43M – 93
2025
Q1 		$1.43M Buy
12,466
+405
+3% +$50.6K 0.74% 34
2024
Q4 		$1.59M Buy
12,061
+5,972
+98% +$970K 1.12% 30
2024
Q3 		$1.11M Buy
6,089
+70
+1% +$11.7K 0.75% 56
2024
Q2 		$873K Buy
6,019
+450
+8% +$68.5K 0.67% 73
2024
Q1 		$927K Sell
5,569
-1,935
-26% -$291K 0.67% 54
2023
Q4 		$1.08M Buy
+7,504
New +$904K 0.77% 47

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CastleKeep Investment Advisors's LEN Position: Q2 2025 in Review

CastleKeep Investment Advisors sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 12,466 shares — an estimated $1.43M sold.

CastleKeep Investment Advisors first reported a position in LEN in Q4 2023 and held it in 6 quarters. The position peaked at $1.59M in Q4 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • CastleKeep Investment Advisors reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 12,466 Lennar Class A shares in Q2 2025, an estimated $1.43M.
  • CastleKeep Investment Advisors first reported a position in Lennar Class A in Q4 2023 and held it in 6 quarters.
  • CastleKeep Investment Advisors's Lennar Class A position peaked at $1.59M in Q4 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.