JGP Wealth Management
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JGP Wealth Management’s Lennar Class A LEN Stock Holding History

JGP Wealth Management’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 		$5.18M Buy
63,537
+7,577
+14% +$637K 0.46% 48
2026
Q2 		$5.06M Sell
55,960
-4,840
-8% -$433K 0.45% 43
2026
Q1 		$5.28M Sell
60,800
-322
-0.5% -$34.8K 0.55% 42
2025
Q4 		$6.28M Buy
61,122
+2,360
+4% +$285K 0.65% 40
2025
Q3 		$7.54M Sell
58,762
-15,957
-21% -$1.98M 0.84% 35
2025
Q2 		$8.26M Buy
74,719
+1,217
+2% +$132K 1% 30
2025
Q1 		$8.44M Sell
73,502
-8,490
-10% -$1.06M 1.11% 30
2024
Q4 		$10.8M Buy
81,992
+1,354
+2% +$220K 1.4% 24
2024
Q3 		$14.6M Buy
80,638
+209
+0.3% +$35K 1.88% 15
2024
Q2 		$11.7M Buy
80,429
+638
+0.8% +$97.1K 1.66% 19
2024
Q1 		$13.3M Sell
79,791
-31,421
-28% -$4.72M 1.93% 18
2023
Q4 		$16M Sell
111,212
-722
-0.6% -$87K 2.38% 8
2023
Q3 		$12.2M Buy
111,934
+907
+0.8% +$106K 2.04% 14
2023
Q2 		$13.5M Buy
111,027
+427
+0.4% +$46.6K 2.2% 12
2023
Q1 		$11.3M Buy
110,600
+794
+0.7% +$76.7K 1.97% 19
2022
Q4 		$9.6M Buy
109,806
+2,234
+2% +$181K 1.77% 21
2022
Q3 		$8.13M Buy
107,572
+3,069
+3% +$238K 1.71% 21
2022
Q2 		$7.75M Buy
+104,503
New +$7.66M 1.56% 25

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JGP Wealth Management's LEN Position: Q3 2026 in Review

JGP Wealth Management increased its Lennar Class A (LEN) stake by 14% in Q3 2026, buying an estimated $637K and bringing the position to 63,537 shares worth $5.18M. The position accounts for 0.46% of the portfolio, ranked #48.

JGP Wealth Management first reported a position in LEN in Q2 2022 and has held it in 18 quarters since. The position peaked at $16M in Q4 2023. 341 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • JGP Wealth Management held 63,537 shares of Lennar Class A worth $5.18M as of Q3 2026.
  • JGP Wealth Management bought 7,577 Lennar Class A shares in Q3 2026, an estimated $637K.
  • Lennar Class A made up 0.46% of JGP Wealth Management's portfolio in Q3 2026, its #48 holding.
  • JGP Wealth Management first reported a position in Lennar Class A in Q2 2022 and has held it in 18 quarters since.
  • JGP Wealth Management's Lennar Class A position peaked at $16M in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.