Creative Planning’s Landsea Homes LSEA Stock Holding History

Creative Planning’s Portfolio LSEA Stock Details LSEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,042	Closed	-$111K	–	3621
2024 Q4	$111K	Buy	+13,042	New	+$141K	﹤0.01%	3140

Other funds holding LSEA

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

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

FWC

First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Creative Planning's LSEA Position: Q1 2025 in Review

Creative Planning sold out of Landsea Homes (LSEA) in Q1 2025, closing a stake of 13,042 shares — an estimated $111K sold.

Creative Planning first reported a position in LSEA in Q4 2024 and held it in 1 quarter. The position peaked at $111K in Q4 2024. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

Creative Planning reported no remaining Landsea Homes position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 13,042 Landsea Homes shares in Q1 2025, an estimated $111K.
Creative Planning first reported a position in Landsea Homes in Q4 2024 and held it in 1 quarter.
Creative Planning's Landsea Homes position peaked at $111K in Q4 2024.
115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.