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Coastline Trust’s Lennar Class A LEN Stock Holding History

Coastline Trust’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 		$8.4K Sell
103
-36
-26% -$3.02K ﹤0.01% 322
2026
Q2 		$12.6K Sell
139
-330
-70% -$29.5K ﹤0.01% 353
2026
Q1 		$40.7K Sell
469
-442
-49% -$47.8K ﹤0.01% 295
2025
Q4 		$93.7K Sell
911
-5,050
-85% -$610K 0.01% 242
2025
Q3 		$751K Sell
5,961
-296
-5% -$36.7K 0.08% 136
2025
Q2 		$692K Sell
6,257
-4,144
-40% -$449K 0.08% 138
2025
Q1 		$1.19M Sell
10,401
-10,632
-51% -$1.33M 0.15% 111
2024
Q4 		$2.78M Sell
21,033
-7,450
-26% -$1.21M 0.33% 64
2024
Q3 		$5.17M Buy
28,483
+775
+3% +$130K 0.61% 39
2024
Q2 		$4.02M Buy
27,708
+403
+1% +$61.3K 0.47% 46
2024
Q1 		$4.55M Buy
27,305
+1,981
+8% +$298K 0.55% 40
2023
Q4 		$3.65M Buy
25,324
+11,319
+81% +$1.36M 0.49% 53
2023
Q3 		$1.52M Buy
14,005
+10,865
+346% +$1.27M 0.22% 106
2023
Q2 		$381K Buy
+3,140
New +$343K 0.05% 218

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Coastline Trust's LEN Position: Q3 2026 in Review

Coastline Trust reduced its Lennar Class A (LEN) stake by 26% in Q3 2026, selling an estimated $3.02K and leaving 103 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Coastline Trust first reported a position in LEN in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.17M in Q3 2024. 72 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Coastline Trust held 103 shares of Lennar Class A worth $8.4K as of Q3 2026.
  • Coastline Trust sold 36 Lennar Class A shares in Q3 2026, an estimated $3.02K.
  • Lennar Class A made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #322 holding.
  • Coastline Trust first reported a position in Lennar Class A in Q2 2023 and has held it in 14 quarters since.
  • Coastline Trust's Lennar Class A position peaked at $5.17M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.