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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concurrent Investment Advisors's LEN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Lennar Class A (LEN) stake by 35% in Q1 2026, buying an estimated $1.4M and bringing the position to 50,356 shares worth $4.37M. The position accounts for 0.05% of the portfolio, ranked #384.

Concurrent Investment Advisors first reported a position in LEN in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Concurrent Investment Advisors held 50,356 shares of Lennar Class A worth $4.37M as of Q1 2026.
Concurrent Investment Advisors bought 12,972 Lennar Class A shares in Q1 2026, an estimated $1.4M.
Lennar Class A made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #384 holding.
Concurrent Investment Advisors first reported a position in Lennar Class A in Q4 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.