Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
BOK Financial Private Wealth, Inc. closes position in LEN / Lennar Corporation

On August 7, 2025 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 0 shares of Lennar Corporation (US:LEN) valued at $0 USD as of June 30, 2025. The entity filed a previous 13F-HR on May 14, 2025 disclosing 32 shares of Lennar Corporation. The current value of the position is $0 USD.

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)
2025-08-07 2025-06-30 13F LENNAR CL A 526057104 0 -100.00 0
2025-05-14 2025-03-31 13F LENNAR CL A 526057104 32 -43 -57.33 4 -70.00 0.0003
2025-02-07 2024-12-31 13F LENNAR CL A 526057104 75 0 0.00 10 -28.57 0.0007
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 75 0 0.00 14 27.27 0.0010
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 75 0 0.00 11 -8.33 0.0008
2024-05-01 2024-03-31 13F LENNAR CL A 526057104 75 75 13 0.0010
2023-10-13 2023-09-30 13F LENNAR CL A 526057104 0 -143 -100.00 0 -100.00
2023-08-08 2023-06-30 13F LENNAR CL A 526057104 143 -42 -22.70 18 -10.53 0.0015
2023-04-24 2023-03-31 13F LENNAR CL A 526057104 185 -186 -50.13 19 -42.42 0.0016
2023-02-02 2022-12-31 13F LENNAR CL A 526057104 371 0 0.00 34 17.86 0.0028
2022-11-07 2022-09-30 13F/A-1 LENNAR CL A 526057104 371 0 0.00 28 7.69 0.0025
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 371 371 26 0.0023
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.