Position in LEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$77,894,057
+$18,739,556 QoQ
Shares Held
860,804
+26.4% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#42
of 949 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $84,712,615 across 6 Residential Construction names. LEN ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
860,804 | $77,894,057 | |
| 2 | TOL |
Toll Brothers, Inc.
|
23,409 | $3,856,613 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
12,732 | $1,746,944 | |
| 4 | DHI |
Horton D R Inc /De/
|
5,644 | $919,282 | |
| 5 | SKY |
Champion Homes, Inc.
|
3,356 | $295,719 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
3,141 | $0 |
All Filings in LEN
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $3,016 | 34 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $77,891,041 | 860,770 | Shares | Other | 2026-08-03 | |
| 2026-03-31 LEN-B | $2,860 | 34 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $59,151,641 | 681,157 | Shares | Other | 2026-05-13 | |
| 2025-12-31 LEN-B | $3,234 | 34 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $28,599,659 | 278,207 | Shares | Other | 2026-01-26 | |
| 2025-09-30 LEN-B | $4,079 | 34 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $2,126,285 | 16,870 | Shares | Other | 2025-11-03 | |
| 2025-06-30 LEN-B | $3,578 | 34 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $1,002,118 | 9,060 | Shares | Other | 2025-08-06 | |
| 2024-09-30 | $236,783 | 1,263 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $2,784,960 | 18,686 | Shares | Other | 2024-02-14 | |
| 2023-09-30 LEN-B | — | 27,924 | Shares | Sole | 2023-10-11 | |
| 2023-09-30 | $2,754,572 | 24,544 | Shares | Other | 2023-10-11 | |
| 2023-06-30 LEN-B | — | 31,576 | Shares | Sole | 2023-07-10 | |
| 2023-06-30 | $3,395,525 | 27,097 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,638,997 | 25,107 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,332,365 | 25,772 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,131,979 | 28,598 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,710,123 | 24,233 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,922,350 | 23,683 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,660,296 | 22,902 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,020,396 | 21,567 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,212,028 | 22,265 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,155,489 | 21,293 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,741,322 | 22,843 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,851,196 | 22,664 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,457,621 | 23,655 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $808,045 | 21,153 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||