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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
Q1 		– Sell
-10,000
Closed -$1.03M – 1995
2025
Q4 		$1.03M Buy
+10,000
New +$1.21M 0.01% 821

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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.