UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in LEN — Lennar Corp /New/

CIK 1463217 IRVING, TX

Position in LEN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,272,470

+$395,126 QoQ

Shares Held

14,062

+39.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#366

of 949 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,539,815 across 7 Residential Construction names. LEN ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,499	$4,153,277
2	PHM	Pultegroup Inc/Mi/	10,480	$1,437,960
3	LEN	Lennar Corp /New/ This page	14,062	$1,272,470
4	NVR	Nvr Inc	112	$763,100
5	TOL	Toll Brothers, Inc.	3,798	$625,720
6	KBH	Kb Home	4,590	$287,288
7	TMHC	Taylor Morrison Home Corp	5,097	$0

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,272,470	14,062	+39.2%	Shares	Defined	2026-08-17
2026-03-31	$877,344	10,103	+7.2%	Shares	Defined	2026-05-15
2025-12-31	$968,992	9,426	-9.7%	Shares	Defined	2026-02-17
2025-09-30	$1,315,857	10,440	+1.5%	Shares	Defined	2025-11-14
2025-06-30	$1,138,176	10,290	-18.8%	Shares	Defined	2025-08-11
2025-03-31	$1,455,410	12,680	+1.8%	Shares	Defined	2025-05-13
2024-12-31	$1,699,033	12,459	+0.6%	Shares	Defined	2025-02-13
2024-09-30	$2,321,002	12,380	+5.1%	Shares	Defined	2024-11-12
2024-06-30	$1,764,719	11,775	+8.1%	Shares	Defined	2024-08-14
2024-03-31	$1,873,378	10,893	-5.9%	Shares	Defined	2024-05-15
2023-12-31	$1,725,883	11,580	+373.0%	Shares	Defined	2024-02-14
2023-09-30	$274,738	2,448	-7.9%	Shares	Defined	2023-11-14
2023-06-30	$333,199	2,659	-12.3%	Shares	Defined	2023-08-14
2023-03-31	$318,798	3,033	-47.3%	Shares	Defined	2023-08-15
2022-12-31	$521,098	5,758	-7.7%	Shares	Defined	2023-02-15
2022-09-30	$465,266	6,241	-28.7%	Shares	Defined	2022-11-14
2022-06-30	$617,699	8,753	-26.6%	Shares	Defined	2022-08-11
2022-03-31	$968,115	11,927	-1.9%	Shares	Defined	2022-05-16
2021-12-31	$1,411,692	12,153	+2.1%	Shares	Defined	2022-02-14
2021-09-30	$1,115,166	11,904	+0.7%	Shares	Defined	2021-11-15
2021-06-30	$1,174,416	11,821	+13.4%	Shares	Defined	2021-08-13
2021-03-31	$1,055,018	10,422	+31.0%	Shares	Defined	2021-05-14
2020-12-31	$606,638	7,958	-90.3%	Shares	Defined	2021-02-17
2020-09-30	$6,682,978	81,819	+2396.8%	Shares	Defined	2020-11-13
2020-06-30	$201,928	3,277	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.