Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership47,744 shares
Latest Disclosed Value $ 4,146,089
Robeco Institutional Asset Management B.V. reports 1.31% increase in ownership of LEN / Lennar Corporation

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 47,744 shares of Lennar Corporation (MX:LEN) valued at $4,146,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 47,128 shares of Lennar Corporation. This represents a change in shares of 1.31% 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)
2026-04-21 2026-03-31 13F LENNAR CL A 526057104 47,744 616 1.31 4,146 -14.41 0.0059
2026-01-23 2025-12-31 13F LENNAR CL A 526057104 47,128 -36,163 -43.42 4,845 -53.85 0.0069
2025-10-22 2025-09-30 13F LENNAR CL A 526057104 83,291 -54,721 -39.65 10,498 -31.23 0.0152
2025-07-18 2025-06-30 13F LENNAR CL A 526057104 138,012 -35,015 -20.24 15,266 -23.14 0.0247
2025-04-23 2025-03-31 13F LENNAR CL A 526057104 173,027 -100,165 -36.66 19,860 -46.69 0.0386
2025-01-23 2024-12-31 13F LENNAR CL A 526057104 273,192 -7,296 -2.60 37,255 -29.15 0.0706
2024-10-29 2024-09-30 13F LENNAR CL A 526057104 280,488 -232,292 -45.30 52,586 -31.57 0.1045
2024-07-23 2024-06-30 13F LENNAR CL A 526057104 512,780 -98,912 -16.17 76,850 -26.95 0.1654
2024-04-24 2024-03-31 13F LENNAR CL A 526057104 611,692 -151,695 -19.87 105,199 -7.54 0.2286
2024-02-14 2023-12-31 13F/A-1 LENNAR CL A 526057104 763,387 -67,095 -8.08 113,775 22.07 0.2758
2024-02-08 2023-12-31 13F LENNAR CL A 526057104 325,415 -505,067 763 0.1430
2023-10-24 2023-09-30 13F LENNAR CL A 526057104 830,482 101,054 13.85 93,205 1.97 0.2491
2023-07-24 2023-06-30 13F LENNAR CL A 526057104 729,428 256,647 54.28 91,405 83.93 0.2396
2023-05-04 2023-03-31 13F LENNAR CL A 526057104 472,781 313,274 196.40 49,694 244.26 0.1355
2023-02-07 2022-12-31 13F LENNAR CL A 526057104 159,507 -40,164 -20.12 14,435 -3.04 0.0416
2022-12-01 2022-09-30 13F/A-1 LENNAR CL A 526057104 199,671 -122,794 -38.08 14,887 -34.58 0.0481
2022-10-27 2022-09-30 13F LENNAR CL A 526057104 199,671 -122,794 14,887 0.0475
2022-12-01 2022-06-30 13F/A-1 LENNAR CL A 526057104 322,465 -16,997 -5.01 22,755 -17.42 0.0707
2022-07-27 2022-06-30 13F LENNAR CL A 526057104 322,465 -16,997 22,755 0.0697
2022-12-01 2022-03-31 13F/A-1 LENNAR CL A 526057104 339,462 23,665 7.49 27,554 -24.89 0.0649
2022-04-26 2022-03-31 13F LENNAR CL A 526057104 339,462 23,665 27,554 0.0641
2022-12-01 2021-12-31 13F/A-1 LENNAR CL A 526057104 315,797 -6,266 -1.95 36,683 21.59 0.0781
2022-01-31 2021-12-31 13F LENNAR CL A 526057104 315,797 -6,266 36,683 0.0771
2022-12-01 2021-09-30 13F/A-1 LENNAR CL A 526057104 322,063 22,785 7.61 30,170 1.46 0.0669
2021-10-20 2021-09-30 13F LENNAR CL A 526057104 322,063 22,785 30,170 0.0660
2022-12-01 2021-06-30 13F/A-1 LENNAR CL A 526057104 299,278 25,084 9.15 29,736 7.13 0.0659
2021-07-28 2021-06-30 13F LENNAR CL A 526057104 299,278 25,084 29,736 0.0650
2022-12-01 2021-03-31 13F/A-1 LENNAR CL A 526057104 274,194 -13,788 -4.79 27,757 26.44 0.0684
2021-04-23 2021-03-31 13F LENNAR CL A 526057104 274,194 -13,788 27,757 0.0674
2022-12-01 2020-12-31 13F/A-1 LENNAR CL A 526057104 287,982 -21,777 -7.03 21,952 -13.24 0.0577
2021-01-28 2020-12-31 13F LENNAR CL A 526057104 287,982 -21,777 21,952 0.0570
2021-01-19 2020-09-30 13F/A-1 LENNAR CL A 526057104 309,759 6,075 2.00 25,302 35.21 0.0782
2020-10-29 2020-09-30 13F LENNAR CL A 526057104 309,759 6,075 25,302 78,140.8108
2021-01-19 2020-06-30 13F/A-1 LENNAR CL A 526057104 303,684 169,398 126.15 18,713 264.78 0.0635
2020-07-20 2020-06-30 13F LENNAR CL A 526057104 303,684 169,398 18,713 63,496.5468
2021-01-19 2020-03-31 13F/A-1 LENNAR CL A 526057104 134,286 13,279 10.97 5,130 -24.02 0.0206
2020-04-30 2020-03-31 13F LENNAR CL A 526057104 134,286 4,323 5,130 20,562.1969
2021-01-19 2019-12-31 13F/A-1 LENNAR CL A 526057104 121,007 61,702 104.04 6,752 103.86 0.0216
2020-02-06 2019-12-31 13F LENNAR CL A 526057104 129,963 60,218 7,252 23,194.9643
2021-01-19 2019-09-30 13F/A-1 LENNAR CL A 526057104 59,305 24,891 72.33 3,312 98.56 0.0117
2019-10-17 2019-09-30 13F LENNAR CL A 526057104 69,745 35,331 3,895 13,731.4768
2021-01-19 2019-06-30 13F/A-1 LENNAR CL A 526057104 34,414 27,763 417.43 1,668 410.09 0.0059
2019-07-19 2019-06-30 13F LENNAR CL A 526057104 34,414 27,763 1,668 5,881.8043
2021-01-19 2019-03-31 13F/A-1 LENNAR CL A 526057104 6,651 0 0.00 327 26.25 0.0012
2019-05-02 2019-03-31 13F LENNAR CL A 526057104 6,651 0 327 1,200.6277
2021-01-19 2018-12-31 13F/A-1 LENNAR CL A 526057104 6,651 -13,366 -66.77 259 -72.30 0.0012
2019-02-08 2018-12-31 13F LENNAR CL A 526057104 6,651 -13,366 259 1,160.9547
2021-01-19 2018-09-30 13F/A-1 LENNAR CL A 526057104 20,017 3,300 19.74 935 6.49 0.0037
2018-10-25 2018-09-30 13F LENNAR CL A 526057104 20,017 3,300 935
2021-01-19 2018-06-30 13F/A-1 LENNAR CL A 526057104 16,717 -10,455 -38.48 878 -45.16 0.0040
2018-08-03 2018-06-30 13F LENNAR CL A 526057104 16,717 -10,455 878
2021-01-19 2018-03-31 13F/A-1 LENNAR CL A 526057104 27,172 14,272 110.64 1,601 96.20 0.0075
2018-05-07 2018-03-31 13F LENNAR CL A 526057104 27,172 14,272 1,601 7,487.1281
2021-01-19 2017-12-31 13F/A-1 LENNAR CL A 526057104 12,900 4,203 48.33 816 77.39 0.0042
2018-01-25 2017-12-31 13F LENNAR CL A 526057104 12,900 4,203 816
2021-01-19 2017-09-30 13F/A-1 LENNAR CL A 526057104 8,697 0 0.00 460 -0.86 0.0029
2017-10-17 2017-09-30 13F LENNAR CL A 526057104 8,697 0 460 2,849.8614
2021-01-19 2017-06-30 13F/A-1 LENNAR CL A 526057104 8,697 1,488 20.64 464 25.75 0.0030
2017-08-07 2017-06-30 13F LENNAR CL A 526057104 8,697 1,488 464 3,021.0137
2021-01-19 2017-03-31 13F/A-1 LENNAR CL A 526057104 7,209 4,783 197.16 369 254.81 0.0025
2017-05-15 2017-03-31 13F LENNAR CL A 526057104 7,209 4,783 369 2,450.8757
2017-02-09 2016-12-31 13F LENNAR CL A 526057104 2,426 -5,812 -70.55 104 -70.20 0.0008
2016-11-07 2016-09-30 13F LENNAR CL A 526057104 8,238 0 0.00 349 -8.16 0.0026
2016-07-22 2016-06-30 13F LENNAR CL A 526057104 8,238 -11,094 -57.39 380 -59.31 0.0029
2016-05-16 2016-03-31 13F LENNAR CL A 526057104 19,332 1,411 7.87 934 6.62 0.0075
2016-02-08 2015-12-31 13F LENNAR CL A 526057104 17,921 11,094 162.50 876 166.26 0.0075
2015-11-12 2015-09-30 13F LENNAR CL A 526057104 6,827 6,327 1,265.40 329 1,727.78 0.0025
2013-08-27 2013-06-30 13F Lennar COM 526057104 500 500 18 0.0002
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.