Position in LEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$251,195
-$107,390 QoQ
Shares Held
2,776
-32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#654
of 949 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,421,471 across 18 Residential Construction names. LEN ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
30,485 | $4,965,392 | |
| 2 | TOL |
Toll Brothers, Inc.
|
2,797 | $460,803 | |
| 3 | NVR |
Nvr Inc
|
45 | $306,600 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
2,776 | $251,195 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
1,116 | $153,119 | |
| 6 | MTH |
Meritage Homes CORP
|
509 | $42,677 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
61 | $37,474 | |
| 8 | MHO |
M/I Homes, Inc.
|
214 | $34,404 |
All Filings in LEN
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,195 | 2,776 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 LEN-B | $15,139 | 180 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $343,446 | 3,955 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 LEN-B | $16,930 | 178 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $221,530 | 2,155 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 LEN-B | $22,917 | 191 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $337,406 | 2,677 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 LEN-B | $19,892 | 189 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $290,569 | 2,627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LEN-B | $1,417 | 13 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $263,532 | 2,296 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 LEN-B | — | 1 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $300,966 | 2,207 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 LEN-B | — | 1 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $410,577 | 2,190 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 LEN-B | — | 1 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $336,454 | 2,245 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 1 | Shares | Sole | 2024-06-11 | |
| 2024-03-31 | $406,900 | 2,366 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 LEN-B | — | 1 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $387,501 | 2,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 LEN-B | — | 1 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $385,170 | 3,432 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 LEN-B | — | 1 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $502,366 | 4,009 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 LEN-B | — | 1 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $449,344 | 4,275 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 LEN-B | — | 39 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $124,526 | 1,376 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 LEN-B | — | 39 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $38,690 | 519 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 LEN-B | — | 39 | Shares | Sole | 2022-08-01 | |
| 2022-06-30 | $32,250 | 457 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 LEN-B | — | 1 | Shares | Sole | 2022-05-25 | |
| 2022-03-31 | $29,951 | 369 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 LEN-B | — | 1 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $21,139 | 182 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||