Land & Buildings Investment Management’s Lennar Class A LEN Stock Holding History

Land & Buildings Investment 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
2020 Q3	–	Sell	-244,361	Closed	-$14.6M	–	26
2020 Q2	$14.6M	Buy	+244,361	New	+$12.5M	3.57%	14
2018 Q4	–	Sell	-630,956	Closed	-$28.5M	–	17
2018 Q3	$28.5M	Sell	630,956 -119,622	-16%	-$6.03M	6.15%	7
2018 Q2	$38.1M	Buy	750,578 +318,975	+74%	+$16.7M	7.63%	4
2018 Q1	$24.6M	Buy	431,603 +338,220	+362%	+$20.4M	4.8%	9
2017 Q4	$5.72M	Buy	+93,383	New	+$5.31M	1.14%	14
2016 Q1	–	Sell	-149,285	Closed	-$6.94M	–	20
2015 Q4	$6.94M	Sell	149,285 -42,337	-22%	-$2.02M	2.21%	14
2015 Q3	$8.77M	Buy	+191,622	New	+$9.41M	3.66%	12
2015 Q1	–	Sell	-153,172	Closed	-$6.53M	–	40
2014 Q4	$6.53M	Buy	153,172 +83,100	+119%	+$3.44M	5.22%	7
2014 Q3	$2.59M	Sell	70,072 -52,949	-43%	-$1.97M	2.53%	15
2014 Q2	$4.91M	Buy	+123,021	New	+$4.66M	3.92%	16

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Land & Buildings Investment Management's LEN Position: Q3 2020 in Review

Land & Buildings Investment Management sold out of Lennar Class A (LEN) in Q3 2020, closing a stake of 244,361 shares — an estimated $14.6M sold.

Land & Buildings Investment Management first reported a position in LEN in Q2 2014 and held it in 10 quarters. The position peaked at $38.1M in Q2 2018. 666 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

Land & Buildings Investment Management reported no remaining Lennar Class A position as of Q3 2020 after selling out during the quarter.
Land & Buildings Investment Management sold 244,361 Lennar Class A shares in Q3 2020, an estimated $14.6M.
Land & Buildings Investment Management first reported a position in Lennar Class A in Q2 2014 and held it in 10 quarters.
Land & Buildings Investment Management's Lennar Class A position peaked at $38.1M in Q2 2018.
666 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on Land & Buildings Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.