Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership8,509 shares
Latest Disclosed Value $ 738,922
Institute for Wealth Management, LLC. reports 7.79% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 8,509 shares of Lennar Corporation (MX:LEN) valued at $738,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 29, 2020 disclosing 0 shares of Lennar Corporation. This represents a change in shares of -7.79% 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.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LENNAR CL A 526057104 8,509 -719 -7.79 739 -22.15 0.0787
2026-01-27 2025-12-31 13F LENNAR CL A 526057104 9,228 -208 -2.20 949 -20.27 0.1005
2025-10-17 2025-09-30 13F LENNAR CL A 526057104 9,436 0 0.00 1,189 14.00 0.1239
2025-07-18 2025-06-30 13F LENNAR CL A 526057104 9,436 -200 -2.08 1,044 -5.70 0.1164
2025-04-21 2025-03-31 13F LENNAR CL A 526057104 9,636 974 11.24 1,106 -6.35 0.1419
2025-01-23 2024-12-31 13F LENNAR CL A 526057104 8,662 -25 -0.29 1,181 -27.46 0.1480
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 8,687 -23 -0.26 1,629 24.75 0.2055
2024-07-25 2024-06-30 13F LENNAR CL A 526057104 8,710 0 0.00 1,305 -12.83 0.1750
2024-04-30 2024-03-31 13F LENNAR CL A 526057104 8,710 -43 -0.49 1,498 14.80 0.1931
2024-01-31 2023-12-31 13F LENNAR CL A 526057104 8,753 -73 -0.83 1,305 31.72 0.2116
2023-10-13 2023-09-30 13F LENNAR CL A 526057104 8,826 -31 -0.35 991 -10.73 0.1786
2023-07-25 2023-06-30 13F LENNAR CL A 526057104 8,857 0 0.00 1,110 19.25 0.1872
2023-04-20 2023-03-31 13F LENNAR CL A 526057104 8,857 -10 -0.11 931 15.96 0.1778
2023-02-02 2022-12-31 13F LENNAR CL A 526057104 8,867 -60 -0.67 802 20.60 0.1687
2022-10-18 2022-09-30 13F LENNAR CL A 526057104 8,927 0 0.00 665 5.56 0.1492
2022-07-25 2022-06-30 13F LENNAR CL A 526057104 8,927 -70 -0.78 630 -13.70 0.1237
2022-04-29 2022-03-31 13F LENNAR CL A 526057104 8,997 -50 -0.55 730 -30.54 0.1181
2022-01-21 2021-12-31 13F LENNAR CL A 526057104 9,047 0 0.00 1,051 24.09 0.1712
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 9,047 0 0.00 847 -5.78 0.1487
2021-07-21 2021-06-30 13F LENNAR CL A 526057104 9,047 0 0.00 899 -1.86 0.1578
2021-05-04 2021-03-31 13F LENNAR CL A 526057104 9,047 -26 -0.29 916 32.37 0.1742
2021-02-01 2020-12-31 13F LENNAR CL A 526057104 9,073 -223 -2.40 692 -8.83 0.1376
2020-11-03 2020-09-30 13F LENNAR CL A 526057104 9,296 60 0.65 759 33.39 0.1733
2020-07-30 2020-06-30 13F LENNAR CL A 526057104 9,236 -114 -1.22 569 59.38 0.1393
2020-04-29 2020-03-31 13F LENNAR CL A 526057104 9,350 0 0.00 357 -31.61 0.1101
2020-02-27 2019-12-31 13F/A-1 LENNAR CL A 526057104 9,350 0 0.00 522 0.00 0.1179
2020-01-27 2019-12-31 13F LENNAR CL A 526057104 522 -8,828 522 121,218.8767
2019-10-28 2019-09-30 13F LENNAR CL A 526057104 9,350 0 0.00 522 15.23 0.1316
2019-08-02 2019-06-30 13F LENNAR CL A 526057104 9,350 0 0.00 453 -1.31 0.1003
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 9,350 9,350 459 0.0998
2019-02-08 2018-12-31 13F LENNAR CL A 526057104 0 -11,459 -100.00 0 -100.00
2018-10-29 2018-09-30 13F LENNAR CL A 526057104 11,459 0 0.00 552 -8.61 0.1863
2018-08-10 2018-06-30 13F LENNAR CL A 526057104 11,459 645 5.96 604 5.78 0.1925
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 10,814 3,706 52.14 571 27.17 0.1683
2018-02-12 2017-12-31 13F LENNAR CL A 526057104 7,108 7,108 449 0.1036
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 0 -7,305 -100.00 0 -100.00
2017-08-14 2017-06-30 13F LENNAR CL A 526057104 7,305 7,305 390 0.1073
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.