Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Lennar Class A LEN Stock Holding History

Halbert Hargrove Global 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 		– Sell
-4
Closed -$334 – 553
2026
Q2 		$334 Buy
+4
New +$358 ﹤0.01% 588
2015
Q3 		– Sell
-7,493
Closed -$364K – 139
2015
Q2 		$364K Sell
7,493
-321
-4% -$14.8K 0.09% 115
2015
Q1 		$385K Buy
+7,814
New +$356K 0.12% 119

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Dimensional Fund Advisors
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Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's LEN Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 4 shares — an estimated $334 sold.

Halbert Hargrove Global Advisors first reported a position in LEN in Q1 2015 and held it in 3 quarters. The position peaked at $385K in Q1 2015. 435 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Lennar Class A shares in Q3 2026, an estimated $334.
  • Halbert Hargrove Global Advisors first reported a position in Lennar Class A in Q1 2015 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Lennar Class A position peaked at $385K in Q1 2015.
  • 435 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.