Bailard
LXP

Bailard’s LXP Industrial Trust LXP Stock Holding History

Bailard’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
Q3 		$366K Hold
6,000
– – 0.01% 558
2026
Q2 		$323K Hold
6,000
– – 0.01% 619
2026
Q1 		$278K Buy
6,000
+844
+16% +$41.3K 0.01% 637
2025
Q4 		$256K Buy
5,156
+1,896
+58% +$90.9K 0.01% 646
2025
Q3 		$146K Buy
3,260
+4
+0.1% +$172 ﹤0.01% 748
2025
Q2 		$134K Sell
3,256
-12
-0.4% -$494 ﹤0.01% 734
2025
Q1 		$141K Buy
3,268
+12
+0.4% +$514 ﹤0.01% 709
2024
Q4 		$132K Buy
3,256
+147
+5% +$6.81K ﹤0.01% 710
2024
Q3 		$156K Hold
3,109
– – ﹤0.01% 719
2024
Q2 		$142K Hold
3,109
– – ﹤0.01% 702
2024
Q1 		$140K Sell
3,109
-4,080
-57% -$185K ﹤0.01% 715
2023
Q4 		$357K Buy
7,189
+4,080
+131% +$178K 0.01% 521
2023
Q3 		$138K Hold
3,109
– – ﹤0.01% 676
2023
Q2 		$152K Sell
3,109
-2,140
-41% -$106K 0.01% 654
2023
Q1 		$271K Sell
5,249
-720
-12% -$38.5K 0.01% 534
2022
Q4 		$299K Sell
5,969
-1,880
-24% -$93.9K 0.01% 513
2022
Q3 		$359K Sell
7,849
-148
-2% -$7.7K 0.01% 425
2022
Q2 		$429K Sell
7,997
-5,832
-42% -$351K 0.02% 402
2022
Q1 		$1.09M Sell
13,829
-2,360
-15% -$178K 0.04% 254
2021
Q4 		$1.26M Sell
16,189
-1,000
-6% -$74.2K 0.04% 241
2021
Q3 		$1.1M Buy
17,189
+10,689
+164% +$700K 0.04% 258
2021
Q2 		$388K Sell
6,500
-470
-7% -$28.6K 0.01% 459
2021
Q1 		$387K Sell
6,970
-2,060
-23% -$111K 0.01% 449
2020
Q4 		$479K Buy
9,030
+590
+7% +$31.1K 0.02% 340
2020
Q3 		$441K Buy
+8,440
New +$469K 0.02% 309
2019
Q2 		– Sell
-7,040
Closed -$319K – 582
2019
Q1 		$319K Buy
+7,040
New +$321K 0.02% 408

Other funds holding LXP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Bailard's LXP Position: Q3 2026 in Review

Bailard held its LXP Industrial Trust (LXP) position steady in Q3 2026 at 6,000 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #558.

Bailard first reported a position in LXP in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q4 2021. 114 funds tracked by Wall St. Rank hold LXP as of Q3 2026.

  • Bailard held 6,000 shares of LXP Industrial Trust worth $366K as of Q3 2026.
  • Bailard left its LXP Industrial Trust share count unchanged in Q3 2026.
  • LXP Industrial Trust made up 0.01% of Bailard's portfolio in Q3 2026, its #558 holding.
  • Bailard first reported a position in LXP Industrial Trust in Q1 2019 and has held it in 26 quarters since.
  • Bailard's LXP Industrial Trust position peaked at $1.26M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.