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Congress Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Congress 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
2025
Q2 		$112K Buy
+2,722
New +$112K ﹤0.01% 1162

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Congress Wealth Management's LXP Position: Q2 2025 in Review

Congress Wealth Management opened a new position in LXP Industrial Trust (LXP) in Q2 2025: 2,722 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

331 funds tracked by Wall St. Rank hold LXP as of Q2 2025.

  • Congress Wealth Management held 2,722 shares of LXP Industrial Trust worth $112K as of Q2 2025.
  • LXP Industrial Trust was a new Congress Wealth Management position in Q2 2025.
  • LXP Industrial Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1162 holding.
  • 331 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.