AWM
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AE Wealth Management’s LXP Industrial Trust LXP Stock Holding History

AE Wealth Management’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
65,472
+3,037
+5% +$156K 0.02% 519
2026
Q1 		$2.89M Buy
62,435
+2,824
+5% +$138K 0.02% 542
2025
Q4 		$2.96M Buy
59,611
+1,497
+3% +$71.7K 0.02% 501
2025
Q3 		$2.6M Buy
58,114
+4,366
+8% +$188K 0.02% 499
2025
Q2 		$2.22M Buy
53,748
+4,167
+8% +$171K 0.02% 511
2025
Q1 		$2.14M Buy
49,581
+3,235
+7% +$139K 0.02% 511
2024
Q4 		$1.88M Buy
46,346
+3,914
+9% +$181K 0.02% 539
2024
Q3 		$2.13M Buy
42,432
+1,570
+4% +$78.4K 0.02% 513
2024
Q2 		$1.86M Buy
40,862
+3,409
+9% +$149K 0.02% 537
2024
Q1 		$1.69M Buy
37,453
+874
+2% +$39.7K 0.02% 535
2023
Q4 		$1.72M Buy
36,579
+3,861
+12% +$169K 0.01% 951
2023
Q3 		$1.46M Buy
+32,718
New +$1.6M 0.01% 954
2020
Q1 		– Sell
-49,576
Closed -$2.63M – 1218
2019
Q4 		$2.63M Buy
49,576
+490
+1% +$26.2K 0.06% 282
2019
Q3 		$2.52M Buy
49,086
+2,499
+5% +$125K 0.07% 228
2019
Q2 		$2.19M Buy
+46,587
New +$2.15M 0.07% 223

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's LXP Position: Q2 2026 in Review

AE Wealth Management increased its LXP Industrial Trust (LXP) stake by 4.9% in Q2 2026, buying an estimated $156K and bringing the position to 65,472 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #519.

AE Wealth Management first reported a position in LXP in Q2 2019 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

  • AE Wealth Management held 65,472 shares of LXP Industrial Trust worth $3.53M as of Q2 2026.
  • AE Wealth Management bought 3,037 LXP Industrial Trust shares in Q2 2026, an estimated $156K.
  • LXP Industrial Trust made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #519 holding.
  • AE Wealth Management first reported a position in LXP Industrial Trust in Q2 2019 and has held it in 15 quarters since.
  • 315 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.