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Diversified Trust’s Lennar Class A LEN Stock Holding History

Diversified Trust’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 		$275K Sell
3,040
-373
-11% -$33.4K ﹤0.01% 943
2026
Q1 		$296K Sell
3,413
-104
-3% -$11.2K 0.01% 853
2025
Q4 		$362K Buy
3,517
+291
+9% +$35.1K 0.01% 767
2025
Q3 		$407K Buy
3,226
+248
+8% +$30.8K 0.01% 711
2025
Q2 		$329K Sell
2,978
-60
-2% -$6.5K 0.01% 723
2025
Q1 		$349K Sell
3,038
-3,738
-55% -$467K 0.01% 688
2024
Q4 		$895K Sell
6,776
-406
-6% -$66K 0.02% 398
2024
Q3 		$1.3M Sell
7,182
-7,940
-53% -$1.33M 0.03% 310
2024
Q2 		$2.19M Buy
15,122
+7,748
+105% +$1.18M 0.06% 189
2024
Q1 		$1.23M Sell
7,374
-1,944
-21% -$292K 0.04% 275
2023
Q4 		$1.34M Buy
9,318
+942
+11% +$113K 0.05% 227
2023
Q3 		$910K Buy
8,376
+774
+10% +$90.8K 0.03% 287
2023
Q2 		$922K Buy
7,602
+776
+11% +$84.7K 0.03% 299
2023
Q1 		$695K Buy
+6,826
New +$659K 0.03% 361
2022
Q3 		– Sell
-4,341
Closed -$297K – 802
2022
Q2 		$297K Sell
4,341
-2,361
-35% -$173K 0.01% 568
2022
Q1 		$527K Buy
6,702
+2,484
+59% +$224K 0.02% 431
2021
Q4 		$474K Buy
4,218
+847
+25% +$86.6K 0.02% 477
2021
Q3 		$306K Sell
3,371
-19
-0.6% -$1.88K 0.01% 590
2021
Q2 		$326K Sell
3,390
-302
-8% -$29.2K 0.01% 521
2021
Q1 		$362K Buy
+3,692
New +$310K 0.01% 485
2020
Q4 		– Sell
-4,055
Closed -$321K – 762
2020
Q3 		$321K Buy
+4,055
New +$288K 0.01% 421

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
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
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Diversified Trust's LEN Position: Q2 2026 in Review

Diversified Trust reduced its Lennar Class A (LEN) stake by 11% in Q2 2026, selling an estimated $33.4K and leaving 3,040 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Diversified Trust first reported a position in LEN in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.19M in Q2 2024. 141 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Diversified Trust held 3,040 shares of Lennar Class A worth $275K as of Q2 2026.
  • Diversified Trust sold 373 Lennar Class A shares in Q2 2026, an estimated $33.4K.
  • Lennar Class A made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #943 holding.
  • Diversified Trust first reported a position in Lennar Class A in Q3 2020 and has held it in 21 quarters since.
  • Diversified Trust's Lennar Class A position peaked at $2.19M in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.