Essential Partners
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Essential Partners’s Lennar Class A LEN Stock Holding History

Essential Partners’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 		$151K Buy
1,852
+656
+55% +$55.1K 0.07% 321
2026
Q2 		$108K Sell
1,196
-901
-43% -$80.6K 0.05% 394
2026
Q1 		$182K Buy
2,097
+2,070
+7,667% +$224K 0.06% 306
2025
Q4 		$2.78K Hold
27
– – ﹤0.01% 1685
2025
Q3 		$3.4K Sell
27
-2
-7% -$248 ﹤0.01% 1581
2025
Q2 		$3.21K Buy
+29
New +$3.14K ﹤0.01% 1177

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Concurrent Investment Advisors
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
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JGP Wealth Management
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MN Services Vermogensbeheer
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Essential Partners's LEN Position: Q3 2026 in Review

Essential Partners increased its Lennar Class A (LEN) stake by 55% in Q3 2026, buying an estimated $55.1K and bringing the position to 1,852 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #321.

Essential Partners first reported a position in LEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $182K in Q1 2026. 149 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Essential Partners held 1,852 shares of Lennar Class A worth $151K as of Q3 2026.
  • Essential Partners bought 656 Lennar Class A shares in Q3 2026, an estimated $55.1K.
  • Lennar Class A made up 0.07% of Essential Partners's portfolio in Q3 2026, its #321 holding.
  • Essential Partners first reported a position in Lennar Class A in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Lennar Class A position peaked at $182K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.