AF
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Allworth Financial’s LXP Industrial Trust LXP Stock Holding History

Allworth Financial’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 		$62.5K Buy
1,350
+91
+7% +$4.45K ﹤0.01% 2160
2025
Q4 		$62.4K Buy
1,259
+65
+5% +$3.12K ﹤0.01% 2053
2025
Q3 		$53.5K Buy
1,194
+67
+6% +$2.88K ﹤0.01% 2055
2025
Q2 		$46.6K Buy
1,127
+41
+4% +$1.69K ﹤0.01% 1985
2025
Q1 		$42.6K Buy
1,086
+106
+11% +$4.54K ﹤0.01% 1637
2024
Q4 		$40.9K Buy
980
+2
+0.2% +$93 ﹤0.01% 1678
2024
Q3 		$49.1K Hold
978
– – ﹤0.01% 1417
2024
Q2 		$49.1K Buy
978
+152
+18% +$6.65K ﹤0.01% 1398
2024
Q1 		$37.2K Buy
826
+772
+1,430% +$35.1K ﹤0.01% 1428
2023
Q4 		$2.68K Buy
54
+3
+6% +$131 ﹤0.01% 2547
2023
Q3 		$2.26K Sell
51
-212
-81% -$10.4K ﹤0.01% 2481
2023
Q2 		$12.8K Buy
263
+222
+541% +$11K ﹤0.01% 1781
2023
Q1 		$2.09K Hold
41
– – ﹤0.01% 2388
2022
Q4 		$2.03K Buy
+41
New +$2.05K ﹤0.01% 2238
2022
Q3 		– Sell
-4
Closed – – 2912
2022
Q2 		$0 Buy
+4
New +$241 ﹤0.01% 2626

Other funds holding LXP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LIMS
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return