LENNAR CORP

Institutional selling in Lennar Corp (LEN) stayed muted this quarter, with the buy side driving the story across the stock's 113 holders and $123.5 million in tracked value. Salem Investment Counselors, the dominant holder at 19% of the book, made only a modest real trim this quarter (-1.3% shares, a genuine $316,354 reduction). The larger story is Wealth Enhancement Advisory Services, which grew its stake 57.9% (a real $2.07 million addition, the largest genuine buy), and Bar Harbor Wealth Management, which opened a substantial new position ($4.1 million). One row needs a caveat: Curated Wealth Partners' new position implies a per-share value of roughly $12.85, while every other holder in this stock implies a consensus price near $90 — a mismatch consistent with a data reporting error rather than a genuine below-market entry.