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 Q3	$11.1K	Sell	136 -7	-5%	-$588	﹤0.01%	2028
2026 Q2	$12.9K	Sell	143 -26	-15%	-$2.32K	﹤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%	-$1.62K	﹤0.01%	2331
2025 Q1	$3.56K	Buy	+31	New	+$3.87K	﹤0.01%	2186
2024 Q4	–	Sell	-2	Closed	-$375	–	2921
2024 Q3	$375	Buy	+2	New	+$335	﹤0.01%	2402
2024 Q2	–	Sell	-149	Closed	-$24.8K	–	2174
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	$9.6K	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	–	1386
2021 Q4	$64K	Buy	+570	New	+$58.3K	﹤0.01%	915

Other funds holding LEN

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

CoreCap Advisors's LEN Position: Q3 2026 in Review

CoreCap Advisors reduced its Lennar Class A (LEN) stake by 4.9% in Q3 2026, selling an estimated $588 and leaving 136 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

CoreCap Advisors first reported a position in LEN in Q4 2021 and has held it in 13 quarters since. The position peaked at $313K in Q4 2023. 189 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

CoreCap Advisors held 136 shares of Lennar Class A worth $11.1K as of Q3 2026.
CoreCap Advisors sold 7 Lennar Class A shares in Q3 2026, an estimated $588.
Lennar Class A made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2028 holding.
CoreCap Advisors first reported a position in Lennar Class A in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Lennar Class A position peaked at $313K in Q4 2023.
189 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.