CoreCap Advisors’s Lennar Class A LEN Stock Holding History

CoreCap 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	$12.9K	Sell	143 -26	-15%	-$2.33K	﹤0.01%	1980
2026 Q1	$14.7K	Buy	169 +9	+6%	+$973	﹤0.01%	1795
2025 Q4	$16.4K	Sell	160 -797	-83%	-$96.2K	﹤0.01%	1760
2025 Q3	$121K	Buy	957 +941	+5,881%	+$117K	﹤0.01%	966
2025 Q2	$1.77K	Sell	16 -15	-48%	-$1.63K	﹤0.01%	2331
2025 Q1	$3.56K	Buy	+31	New	+$3.87K	﹤0.01%	2186
2024 Q4	–	Sell	-2	Closed	-$375	–	2926
2024 Q3	$375	Buy	+2	New	+$335	﹤0.01%	2402
2024 Q2	–	Sell	-149	Closed	-$24.8K	–	2188
2024 Q1	$24.8K	Sell	149 -2,021	-93%	-$304K	﹤0.01%	1386
2023 Q4	$313K	Buy	+2,170	New	+$261K	0.02%	441
2022 Q4	$9.59K	Buy	+109	New	+$8.83K	﹤0.01%	1556
2022 Q3	–	Sell	-157	Closed	-$11K	–	1385
2022 Q2	$11K	Buy	+157	New	+$11.5K	﹤0.01%	1450
2022 Q1	–	Sell	-570	Closed	-$64K	–	1387
2021 Q4	$64K	Buy	+570	New	+$58.3K	﹤0.01%	915

Other funds holding LEN

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return