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Avantax Advisory Services’s LXP Industrial Trust LXP Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$193K Sell
4,683
-266
-5% -$10.9K ﹤0.01% 2218
2025
Q1 		$214K Buy
4,949
+27
+0.5% +$1.16K ﹤0.01% 2065
2024
Q4 		$200K Buy
4,922
+1,522
+45% +$70.5K ﹤0.01% 2056
2024
Q3 		$171K Sell
3,400
-104
-3% -$5.19K ﹤0.01% 2023
2024
Q2 		$160K Buy
+3,504
New +$153K ﹤0.01% 1979

Other funds holding LXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Avantax Advisory Services's LXP Position: Q2 2025 in Review

Avantax Advisory Services reduced its LXP Industrial Trust (LXP) stake by 5.4% in Q2 2025, selling an estimated $10.9K and leaving 4,683 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Avantax Advisory Services first reported a position in LXP in Q2 2024 and has held it in 5 quarters since. The position peaked at $214K in Q1 2025. 331 funds tracked by Wall St. Rank hold LXP as of Q2 2025.

  • Avantax Advisory Services held 4,683 shares of LXP Industrial Trust worth $193K as of Q2 2025.
  • Avantax Advisory Services sold 266 LXP Industrial Trust shares in Q2 2025, an estimated $10.9K.
  • LXP Industrial Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2218 holding.
  • Avantax Advisory Services first reported a position in LXP Industrial Trust in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's LXP Industrial Trust position peaked at $214K in Q1 2025.
  • 331 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.