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Rexford Capital’s Lennar Class A LEN Stock Holding History

Rexford Capital’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
Q1 		$173K Buy
1,990
+68
+4% +$7.35K 0.12% 180
2025
Q4 		$198K Sell
1,922
-490
-20% -$59.2K 0.15% 166
2025
Q3 		$304K Buy
2,412
+2,083
+633% +$259K 0.24% 124
2025
Q2 		$36.4K Buy
+329
New +$35.6K 0.03% 242

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rexford Capital's LEN Position: Q1 2026 in Review

Rexford Capital increased its Lennar Class A (LEN) stake by 3.5% in Q1 2026, buying an estimated $7.35K and bringing the position to 1,990 shares worth $173K. The position accounts for 0.12% of the portfolio, ranked #180.

Rexford Capital first reported a position in LEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Rexford Capital held 1,990 shares of Lennar Class A worth $173K as of Q1 2026.
  • Rexford Capital bought 68 Lennar Class A shares in Q1 2026, an estimated $7.35K.
  • Lennar Class A made up 0.12% of Rexford Capital's portfolio in Q1 2026, its #180 holding.
  • Rexford Capital first reported a position in Lennar Class A in Q2 2025 and has held it in 4 quarters since.
  • Rexford Capital's Lennar Class A position peaked at $304K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Rexford Capital's 13F filing for Q1 2026, filed 24 Apr 2026.