Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership3,955 shares
Latest Disclosed Value $ 343,429
EverSource Wealth Advisors, LLC reports 83.53% increase in ownership of LEN / Lennar Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 3,955 shares of Lennar Corporation (MX:LEN) valued at $343,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,155 shares of Lennar Corporation. This represents a change in shares of 83.53% 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)
2026-05-15 2026-03-31 13F/A-1 LENNAR CORP CL A Stock 526057104 3,955 1,800 83.53 343 55.20 0.0016
2026-05-14 2026-03-31 13F LENNAR CORP CL A Stock 526057104 14,996 12,841 1,748 0.0096
2026-02-06 2025-12-31 13F LENNAR CORP CL A Stock 526057104 2,155 -522 -19.50 222 -34.42 0.0082
2025-11-10 2025-09-30 13F LENNAR CORP CL A Stock 526057104 2,677 50 1.90 337 16.21 0.0133
2025-08-13 2025-06-30 13F LENNAR CORP CL A Stock 526057104 2,627 331 14.42 291 10.27 0.0131
2025-05-13 2025-03-31 13F LENNAR CORP CL A Stock 526057104 2,296 89 4.03 264 -12.62 0.0145
2025-02-10 2024-12-31 13F LENNAR CORP CL A Stock 526057104 2,207 17 0.78 301 -26.59 0.0169
2024-11-08 2024-09-30 13F LENNAR CORP CL A Stock 526057104 2,190 -55 -2.45 411 3.27 0.0260
2024-08-13 2024-06-30 13F LENNAR CORP CL A Stock 526057104 2,245 -121 -5.11 397 10.89 0.0264
2024-06-11 2024-03-31 13F/A-1 LENNAR CORP CL A Stock 526057104 2,366 -234 -9.00 359 -7.49 0.0282
2024-05-13 2024-03-31 13F LENNAR CORP CL A Stock 526057104 2,600 0 388 0.0137
2024-02-09 2023-12-31 13F LENNAR CORP CL A Stock 526057104 2,600 -832 -24.24 388 0.52 0.0355
2023-11-03 2023-09-30 13F LENNAR CORP CL A Stock 526057104 3,432 -577 -14.39 385 -23.31 0.0409
2023-08-04 2023-06-30 13F LENNAR CORP CL A Stock 526057104 4,009 -266 -6.22 502 11.80 0.0554
2023-05-11 2023-03-31 13F LENNAR CORP CL A Stock 526057104 4,275 2,899 210.68 449 262.10 0.0559
2023-02-09 2022-12-31 13F LENNAR CORP CL A Stock 526057104 1,376 857 165.13 125 217.95 0.0189
2022-11-07 2022-09-30 13F LENNAR CORP CL A Stock 526057104 519 62 13.57 39 18.18 0.0089
2022-08-01 2022-06-30 13F LENNAR CORP CL A Stock 526057104 457 88 23.85 33 13.79 0.0085
2022-05-25 2022-03-31 13F LENNAR CORP CL A Stock 526057104 369 187 102.75 29 38.10 0.0074
2022-02-17 2021-12-31 13F/A-1 LENNAR CORP CL A Stock 526057104 182 182 21 0.0059
2022-02-07 2021-12-31 13F LENNAR CORP CL A Stock 526057104 182 182 21 0.0059
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.