Kestra Advisory Services
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Kestra Advisory Services’s Lennar Class A LEN Stock Holding History

Kestra Advisory Services’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 		$2.72M Buy
33,299
+3,601
+12% +$303K 0.01% 1248
2026
Q2 		$2.69M Buy
29,698
+8,008
+37% +$716K 0.01% 1173
2026
Q1 		$1.88M Sell
21,690
-397
-2% -$42.9K 0.01% 1348
2025
Q4 		$2.27M Sell
22,087
-6,150
-22% -$743K 0.01% 1147
2025
Q3 		$3.56M Buy
28,237
+1,876
+7% +$233K 0.02% 861
2025
Q2 		$2.92M Buy
26,361
+2,576
+11% +$279K 0.01% 890
2025
Q1 		$2.73M Buy
23,785
+6,318
+36% +$789K 0.01% 846
2024
Q4 		$2.31M Buy
17,467
+3,568
+26% +$580K 0.01% 927
2024
Q3 		$2.52M Sell
13,899
-5,256
-27% -$881K 0.01% 849
2024
Q2 		$2.39M Sell
19,155
-4,569
-19% -$695K 0.01% 882
2024
Q1 		$3.95M Sell
23,724
-5,997
-20% -$901K 0.03% 603
2023
Q4 		$4.29M Buy
29,721
+560
+2% +$67.4K 0.03% 508
2023
Q3 		$3.17M Buy
29,161
+3,214
+12% +$377K 0.03% 528
2023
Q2 		$3.15M Sell
25,947
-6,967
-21% -$760K 0.03% 526
2023
Q1 		$3.35M Sell
32,914
-33,654
-51% -$3.25M 0.04% 473
2022
Q4 		$5.83M Buy
66,568
+28,429
+75% +$2.3M 0.05% 381
2022
Q3 		$2.75M Buy
38,139
+4,388
+13% +$341K 0.03% 556
2022
Q2 		$2.31M Buy
33,751
+30,066
+816% +$2.2M 0.02% 621
2022
Q1 		$290K Sell
3,685
-3,036
-45% -$274K ﹤0.01% 1614
2021
Q4 		$756K Buy
6,721
+90
+1% +$9.2K 0.01% 1099
2021
Q3 		$601K Buy
6,631
+152
+2% +$15K 0.01% 1289
2021
Q2 		$623K Sell
6,479
-1,374
-17% -$133K 0.01% 1166
2021
Q1 		$770K Buy
7,853
+3,025
+63% +$254K 0.01% 984
2020
Q4 		$365K Buy
4,828
+4,725
+4,587% +$354K ﹤0.01% 1362
2020
Q3 		$578K Buy
+103
New +$7.32K 0.01% 823

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
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

Kestra Advisory Services's LEN Position: Q3 2026 in Review

Kestra Advisory Services increased its Lennar Class A (LEN) stake by 12% in Q3 2026, buying an estimated $303K and bringing the position to 33,299 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #1248.

Kestra Advisory Services first reported a position in LEN in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.83M in Q4 2022. 356 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Kestra Advisory Services held 33,299 shares of Lennar Class A worth $2.72M as of Q3 2026.
  • Kestra Advisory Services bought 3,601 Lennar Class A shares in Q3 2026, an estimated $303K.
  • Lennar Class A made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1248 holding.
  • Kestra Advisory Services first reported a position in Lennar Class A in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Lennar Class A position peaked at $5.83M in Q4 2022.
  • 356 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.