AE Wealth Management LLC

Position in LEN — Lennar Corp /New/

CIK 1697723 TOPEKA, KS

Position in LEN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$59,151,641

+$30,551,982 QoQ

Shares Held

681,157

+144.8% QoQ

Ownership

0.283%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

AE Wealth Management LLC holds $64,746,771 across 5 Residential Construction names. LEN ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	681,157	$59,151,641
2	TOL	Toll Brothers, Inc.	21,025	$2,869,257
3	PHM	Pultegroup Inc/Mi/	12,169	$1,431,184
4	DHI	Horton D R Inc /De/	5,457	$748,798
5	TPH	Tri Pointe Homes, Inc.	11,682	$545,891

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,151,641	681,157	+144.8%	Shares	Other	2026-05-13
2025-12-31	$28,599,659	278,207	+1549.1%	Shares	Other	2026-01-26
2025-09-30	$2,126,285	16,870	+86.2%	Shares	Other	2025-11-03
2025-06-30	$1,002,118	9,060	+617.3%	Shares	Other	2025-08-06
2024-09-30	$229,218	1,263	-93.2%	Shares	Other	2024-11-14
2023-12-31	$2,695,993	18,686	-23.9%	Shares	Other	2024-02-14
2023-09-30	$2,666,575	24,544	-9.4%	Shares	Other	2023-10-11
2023-06-30	$3,287,053	27,097	+7.9%	Shares	Sole	2023-07-10
2023-03-31	$2,554,692	25,107	-2.6%	Shares	Sole	2023-04-14
2022-12-31	$2,257,856	25,772	-9.9%	Shares	Sole	2023-01-31
2022-09-30	$2,063,871	28,598	+18.0%	Shares	Sole	2022-10-25
2022-06-30	$1,655,491	24,233	+2.3%	Shares	Sole	2022-08-03
2022-03-31	$1,860,939	23,683	+3.4%	Shares	Sole	2022-04-18
2021-12-31	$2,575,311	22,902	+6.2%	Shares	Sole	2022-01-20
2021-09-30	$1,955,852	21,567	-3.1%	Shares	Sole	2021-11-01
2021-06-30	$2,141,363	22,265	+4.6%	Shares	Sole	2021-07-21
2021-03-31	$2,086,630	21,293	-6.8%	Shares	Sole	2021-04-27
2020-12-31	$1,685,694	22,843	+0.8%	Shares	Sole	2021-02-01
2020-09-30	$1,792,058	22,664	-4.2%	Shares	Sole	2020-11-06
2020-06-30	$1,411,056	23,655	+11.8%	Shares	Sole	2020-08-05
2020-03-31	$782,231	21,153	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.