IFM Investors Pty Ltd reports 2.77% decrease in ownership of LEN / Lennar Corporation

Lennar Corporation

MX ˙ BMV ˙ US5260571048

Security	MX:LEN / Lennar Corporation
Institution	IFM Investors Pty Ltd
Latest Disclosed Ownership	37,045 shares
Latest Disclosed Value	$ 3,216,988

On April 24, 2026 - IFM Investors Pty Ltd filed a 13F-HR form disclosing ownership of 37,045 shares of Lennar Corporation (MX:LEN) valued at $3,216,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 38,100 shares of Lennar Corporation. This represents a change in shares of -2.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-24	2026-03-31	13F	LENNAR	CL A	526057104	37,045	-1,055	-2.77	3,217	107,100.00	0.0268
2026-02-12	2025-12-31	13F	LENNAR	CL A	526057104	38,100	-4,135	-9.79	4	-99.94	0.0327
2025-10-15	2025-09-30	13F	LENNAR	CL A	526057104	42,235	-2,769	-6.15	5,323	6.95	0.0468
2025-07-11	2025-06-30	13F	LENNAR	CL A	526057104	45,004	957	2.17	4,978	-1.54	0.0474
2025-05-21	2025-03-31	13F/A-1	LENNAR	CL A	526057104	44,047	0	0.00	5,056	-15.83	0.0548
2025-04-29	2025-03-31	13F	LENNAR	CL A	526057104	48,854	4,807		9,159		0.0885
2025-04-29	2024-12-31	13F	LENNAR	CL A	526057104	44,047	-4,807	-9.84	6,007	-34.43	0.0611
2024-10-23	2024-09-30	13F	LENNAR	CL A	526057104	48,854	-1,130	-2.26	9,159	22.27	0.0879
2024-08-15	2024-06-30	13F	LENNAR	CL A	526057104	49,984	-774	-1.52	7,491	-14.18	0.0760
2024-04-22	2024-03-31	13F	LENNAR	CL A	526057104	50,758	0	0.00	8,729	124,600.00	0.0952
2024-01-12	2023-12-31	13F	LENNAR	CL A	526057104	50,758	0	0.00	8	-99.88	0.0921
2023-10-26	2023-09-30	13F	LENNAR	CL A	526057104	50,758	1,636	3.33	5,697	-7.46	0.0749
2023-07-27	2023-06-30	13F	LENNAR	CL A	526057104	49,122	6,044	14.03	6,155	35.96	0.0806
2023-05-11	2023-03-31	13F	LENNAR	CL A	526057104	43,078	814	1.93	4,528	18.38	0.0687
2023-02-14	2022-12-31	13F	LENNAR CORP A	CL A	526057104	42,264	0	0.00	3,825	21.36	0.0642
2022-10-12	2022-09-30	13F	LENNAR	CL A	526057104	42,264	0	0.00	3,151	5.63	0.0573
2022-07-15	2022-06-30	13F	LENNAR	CL A	526057104	42,264	-78	-0.18	2,983	-13.21	0.0523
2022-05-06	2022-03-31	13F/A-1	LENNAR	CL A	526057104	42,342	6,981	19.74	3,437	-16.33	0.0533
2022-04-13	2022-03-31	13F	LENNAR	CL A	526057104	42,342	6,981		3,437		0.0538
2022-01-18	2021-12-31	13F	LENNAR	CL A	526057104	35,361	-388	-1.09	4,108	22.66	0.0753
2021-10-13	2021-09-30	13F	LENNAR	CL A	526057104	35,749	139	0.39	3,349	-5.34	0.0693
2021-07-16	2021-06-30	13F	LENNAR	CL A	526057104	35,610	5,166	16.97	3,538	14.80	0.0723
2021-05-05	2021-03-31	13F	LENNAR	CL A	526057104	30,444	3,968	14.99	3,082	52.73	0.0825
2021-01-13	2020-12-31	13F	LENNAR	CL A	526057104	26,476	3,582	15.65	2,018	7.91	0.0641
2020-10-16	2020-09-30	13F	LENNAR	CL A	526057104	22,894	2,131	10.26	1,870	46.21	0.0784
2020-07-13	2020-06-30	13F	LENNAR	CL A	526057104	20,763	-9,070	-30.40	1,279	7.30	0.0658
2020-04-09	2020-03-31	13F	LENNAR	CL A	526057104	29,833	-1,290	-4.14	1,192	-31.34	0.0534
2020-01-13	2019-12-31	13F	LENNAR	CL A	526057104	31,123	-1,701	-5.18	1,736	-5.29	0.0612
2019-11-01	2019-09-30	13F	LENNAR	CL A	526057104	32,824	12,920	64.91	1,833	89.95	0.0677
2019-07-16	2019-06-30	13F	LENNAR	CL A	526057104	19,904	0	0.00	965	-1.23	0.0548
2019-04-18	2019-03-31	13F	LENNAR	CL A	526057104	19,904	3,116	18.56	977	48.71	0.0627
2019-01-23	2018-12-31	13F	LENNAR	CL A	526057104	16,788	1,544	10.13	657	-7.72	0.0531
2018-10-22	2018-09-30	13F	LENNAR	CL A	526057104	15,244	2,424	18.91	712	5.79	0.0540
2018-07-09	2018-06-30	13F	LENNAR	CL A	526057104	12,820	5,206	68.37	673	49.89	0.0636
2018-05-10	2018-03-31	13F	LENNAR	CL A	526057104	7,614	2,412	46.37	449	36.47	0.0646
2018-01-29	2017-12-31	13F	LENNAR	CL A	526057104	5,202	0	0.00	329	19.64	0.0519
2017-11-15	2017-09-30	13F	LENNAR	CL A	526057104	5,202	0	0.00	275	-0.72	0.0464
2017-11-21	2017-06-30	13F/A-1	LENNAR	CL A	526057104	5,202	618	13.48	277	17.87	0.0498
2017-11-21	2017-03-31	13F/A-3	LENNAR	CL A	526057104	4,584	4,584		235		0.0594

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.