Advisors Capital Management, LLC

Position in LEN — Lennar Corp /New/

CIK 1345576 RIDGEWOOD, NJ

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,326,693

+$580,106 QoQ

Shares Held

58,865

+7.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#196

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Advisors Capital Management, LLC holds $11,588,497 across 3 Residential Construction names. LEN ranks #2 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	35,641	$5,871,854
2	LEN	Lennar Corp /New/ This page	58,865	$5,326,693
3	PHM	Pultegroup Inc/Mi/	2,842	$389,950

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,326,693	58,865	+7.7%	Shares	Sole	2026-08-11
2026-03-31	$4,746,587	54,659	+3.3%	Shares	Sole	2026-05-01
2025-12-31	$5,437,503	52,894	+13.3%	Shares	Sole	2026-01-29
2025-09-30	$5,886,698	46,705	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$5,204,864	47,056	-1.5%	Shares	Sole	2025-08-08
2025-03-31	$5,484,532	47,783	+1.2%	Shares	Sole	2025-05-27
2024-12-31	$6,440,479	47,228	-0.6%	Shares	Sole	2025-02-13
2024-09-30 LEN-B	—	1,248	—	Shares	Sole	2024-11-14
2024-09-30	$8,906,424	47,506	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$7,030,102	46,908	+32.4%	Shares	Sole	2024-08-09
2024-03-31	$6,091,532	35,420	-2.0%	Shares	Sole	2024-05-06
2023-12-31	$5,388,690	36,156	-8.9%	Shares	Sole	2024-02-14
2023-09-30	$4,453,846	39,685	-2.7%	Shares	Sole	2023-11-15
2023-06-30	$5,110,017	40,779	-21.7%	Shares	Sole	2023-08-03
2023-03-31	$5,472,237	52,062	-7.8%	Shares	Sole	2023-05-04
2022-12-31	$5,110,444	56,469	-4.2%	Shares	Sole	2023-02-13
2022-09-30	$4,392,185	58,916	+0.4%	Shares	Sole	2022-11-16
2022-06-30	$4,140,836	58,677	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$4,658,186	57,388	-0.5%	Shares	Sole	2022-05-10
2021-12-31	$6,700,110	57,680	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$5,362,991	57,248	+7.0%	Shares	Sole	2021-11-12
2021-06-30	$5,315,623	53,504	+2.7%	Shares	Sole	2021-08-02
2021-03-31	$5,273,271	52,092	-25.7%	Shares	Sole	2021-05-12
2020-12-31	$5,341,133	70,066	-1.0%	Shares	Sole	2021-02-16
2020-09-30	$5,779,597	70,759	-1.0%	Shares	Sole	2020-11-05
2020-06-30	$4,403,180	71,457	+5.2%	Shares	Sole	2020-08-18
2020-03-31	$2,593,705	67,898	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.