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

Concurrent 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
2026
Q2 		$8.07M Buy
89,178
+38,822
+77% +$3.47M 0.07% 315
2026
Q1 		$4.37M Buy
50,356
+12,972
+35% +$1.4M 0.05% 384
2025
Q4 		$3.84M Buy
37,384
+26,682
+249% +$3.22M 0.04% 390
2025
Q3 		$1.35M Buy
10,702
+4,548
+74% +$564K 0.02% 570
2025
Q2 		$681K Buy
6,154
+823
+15% +$89.2K 0.01% 738
2025
Q1 		$612K Buy
5,331
+499
+10% +$62.3K 0.01% 689
2024
Q4 		$638K Sell
4,832
-8
-0.2% -$1.3K 0.02% 606
2024
Q3 		$878K Buy
4,840
+259
+6% +$43.4K 0.03% 494
2024
Q2 		$665K Sell
4,581
-44
-1% -$6.7K 0.02% 521
2024
Q1 		$770K Sell
4,625
-483
-9% -$72.6K 0.03% 432
2023
Q4 		$737K Buy
+5,108
New +$615K 0.03% 398

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's LEN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Lennar Class A (LEN) stake by 77% in Q2 2026, buying an estimated $3.47M and bringing the position to 89,178 shares worth $8.07M. The position accounts for 0.07% of the portfolio, ranked #315.

Concurrent Investment Advisors first reported a position in LEN in Q4 2023 and has held it in 11 quarters since. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Concurrent Investment Advisors held 89,178 shares of Lennar Class A worth $8.07M as of Q2 2026.
  • Concurrent Investment Advisors bought 38,822 Lennar Class A shares in Q2 2026, an estimated $3.47M.
  • Lennar Class A made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • Concurrent Investment Advisors first reported a position in Lennar Class A in Q4 2023 and has held it in 11 quarters since.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.