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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return