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Salem Investment Counselors’s Lennar Class A LEN Stock Holding History

Salem Investment Counselors’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
Q2 		$23.4M Sell
258,916
-3,496
-1% -$313K 0.58% 34
2026
Q1 		$22.8M Buy
262,412
+440
+0.2% +$47.6K 0.67% 29
2025
Q4 		$26.9M Sell
261,972
-4,107
-2% -$496K 0.76% 27
2025
Q3 		$33.5M Buy
266,079
+1,539
+0.6% +$191K 0.96% 22
2025
Q2 		$29.3M Sell
264,540
-3,627
-1% -$393K 0.93% 21
2025
Q1 		$30.8M Sell
268,167
-10,776
-4% -$1.35M 1.07% 16
2024
Q4 		$36.8M Sell
278,943
-2,290
-0.8% -$372K 1.21% 16
2024
Q3 		$51M Buy
281,233
+465
+0.2% +$77.9K 1.54% 12
2024
Q2 		$40.7M Sell
280,768
-2,189
-0.8% -$333K 1.31% 17
2024
Q1 		$47.1M Buy
282,957
+2,598
+0.9% +$390K 1.55% 11
2023
Q4 		$40.4M Buy
280,359
+2,222
+0.8% +$268K 1.39% 11
2023
Q3 		$30.2M Buy
278,137
+6,702
+2% +$786K 1.15% 15
2023
Q2 		$32.9M Sell
271,435
-4,262
-2% -$465K 1.2% 12
2023
Q1 		$28.1M Sell
275,697
-6,697
-2% -$647K 1.12% 14
2022
Q4 		$24.7M Sell
282,394
-4,190
-1% -$339K 1.06% 14
2022
Q3 		$20.7M Buy
286,584
+1,379
+0.5% +$107K 0.94% 17
2022
Q2 		$19.5M Buy
285,205
+4,891
+2% +$358K 0.89% 20
2022
Q1 		$22M Buy
280,314
+2,260
+0.8% +$204K 0.86% 17
2021
Q4 		$31.3M Buy
278,054
+3,703
+1% +$379K 1.09% 15
2021
Q3 		$24.9M Buy
274,351
+4,024
+1% +$398K 1.36% 16
2021
Q2 		$26M Buy
270,327
+6,508
+2% +$629K 1.43% 15
2021
Q1 		$25.9M Buy
263,819
+8,184
+3% +$688K 1.58% 15
2020
Q4 		$18.9M Buy
255,635
+4,533
+2% +$340K 1.24% 17
2020
Q3 		$19.9M Buy
251,102
+14,953
+6% +$1.06M 1.52% 12
2020
Q2 		$14.1M Sell
236,149
-2,994
-1% -$153K 1.2% 20
2020
Q1 		$8.84M Buy
239,143
+3,966
+2% +$225K 0.91% 27
2019
Q4 		$12.7M Buy
235,177
+2,285
+1% +$130K 1.05% 24
2019
Q3 		$12.6M Sell
232,892
-7,046
-3% -$343K 1.16% 22
2019
Q2 		$11.3M Sell
239,938
-5,370
-2% -$268K 1.04% 24
2019
Q1 		$11.1M Sell
245,308
-7,559
-3% -$342K 1.13% 26
2018
Q4 		$9.58M Buy
252,867
+7,559
+3% +$308K 1.21% 24
2018
Q3 		$11.1M Buy
245,308
+22,598
+10% +$1.14M 1.13% 26
2018
Q2 		$11.3M Buy
222,710
+2,208
+1% +$116K 1.04% 22
2018
Q1 		$12M Buy
220,502
+128,916
+141% +$7.78M 1.35% 21
2017
Q4 		$5.61M Buy
91,586
+2,976
+3% +$169K 0.61% 43
2017
Q3 		$4.45M Sell
88,610
-9,927
-10% -$495K 0.52% 49
2017
Q2 		$5M Buy
98,537
+16,814
+21% +$827K 0.58% 45
2017
Q1 		$3.95M Buy
81,723
+65,182
+394% +$2.95M 0.42% 64
2016
Q4 		$676K Buy
16,541
+10,295
+165% +$416K 0.08% 153
2016
Q3 		$2.52K Buy
6,246
+468
+8% +$20.7K 0.03% 199
2016
Q2 		$254K Hold
5,778
– – 0.03% 226
2016
Q1 		$266K Hold
5,778
– – 0.03% 221
2015
Q4 		$269K Hold
5,778
– – 0.03% 222
2015
Q3 		$262K Hold
5,778
– – 0.03% 229
2015
Q2 		$281K Sell
5,778
-8,405
-59% -$386K 0.03% 237
2015
Q1 		$699K Hold
14,183
– – 0.08% 164
2014
Q4 		$605K Sell
14,183
-840
-6% -$34.8K 0.07% 176
2014
Q3 		$555K Hold
15,023
– – 0.07% 184
2014
Q2 		$600K Hold
15,023
– – 0.07% 177
2014
Q1 		$567K Hold
15,023
– – 0.07% 184
2013
Q4 		$566K Sell
15,023
-74
-0.5% -$2.5K 0.07% 179
2013
Q3 		$509K Sell
15,097
-11,977
-44% -$389K 0.07% 189
2013
Q2 		$929K Buy
+27,074
New +$1.03M 0.13% 135

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Salem Investment Counselors's LEN Position: Q2 2026 in Review

Salem Investment Counselors reduced its Lennar Class A (LEN) stake by 1.3% in Q2 2026, selling an estimated $313K and leaving 258,916 shares worth $23.4M. The position accounts for 0.58% of the portfolio, ranked #34.

Salem Investment Counselors first reported a position in LEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $51M in Q3 2024. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Salem Investment Counselors held 258,916 shares of Lennar Class A worth $23.4M as of Q2 2026.
  • Salem Investment Counselors sold 3,496 Lennar Class A shares in Q2 2026, an estimated $313K.
  • Lennar Class A made up 0.58% of Salem Investment Counselors's portfolio in Q2 2026, its #34 holding.
  • Salem Investment Counselors first reported a position in Lennar Class A in Q2 2013 and has held it in 53 quarters since.
  • Salem Investment Counselors's Lennar Class A position peaked at $51M in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.