Creative Planning’s LXP Industrial Trust LXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $653K | Buy |
14,112
+919
| +7% | +$44.9K | ﹤0.01% | 2814 |
|
|
2025
Q4 | $654K | Buy |
13,193
+896
| +7% | +$42.9K | ﹤0.01% | 2618 |
|
|
2025
Q3 | $551K | Buy |
12,297
+5,705
| +87% | +$245K | ﹤0.01% | 2629 |
|
|
2025
Q2 | $272K | Sell |
6,592
-2,364
| -26% | -$97.3K | ﹤0.01% | 2983 |
|
|
2025
Q1 | $387K | Buy |
8,956
+1,226
| +16% | +$52.6K | ﹤0.01% | 2529 |
|
|
2024
Q4 | $314K | Sell |
7,730
-2,310
| -23% | -$107K | ﹤0.01% | 2629 |
|
|
2024
Q3 | $504K | Buy |
10,040
+461
| +5% | +$23K | ﹤0.01% | 2105 |
|
|
2024
Q2 | $437K | Sell |
9,579
-21,403
| -69% | -$937K | ﹤0.01% | 2049 |
|
|
2024
Q1 | $1.4M | Buy |
30,982
+26,724
| +628% | +$1.21M | ﹤0.01% | 1131 |
|
|
2023
Q4 | $211K | Buy |
4,258
+1,799
| +73% | +$78.6K | ﹤0.01% | 2383 |
|
|
2023
Q3 | $109K | Sell |
2,459
-2,425
| -50% | -$119K | ﹤0.01% | 2382 |
|
|
2023
Q2 | $238K | Buy |
4,884
+4,874
| +48,740% | +$241K | ﹤0.01% | 2090 |
|
|
2023
Q1 | $495 | Sell |
10
-2,746
| -100% | -$147K | ﹤0.01% | 2583 |
|
|
2022
Q4 | $138K | Buy |
+2,756
| New | +$138K | ﹤0.01% | 2100 |
|
|
2019
Q1 | – | Sell |
-2,992
| Closed | -$123K | – | 2050 |
|
|
2018
Q4 | $123K | Sell |
2,992
-95
| -3% | -$3.92K | ﹤0.01% | 1603 |
|
|
2018
Q3 | $128K | Buy |
+3,087
| New | +$135K | ﹤0.01% | 1750 |
|
|
2017
Q3 | – | Sell |
-402
| Closed | -$20K | – | 2930 |
|
|
2017
Q2 | $20K | Buy |
402
+180
| +81% | +$8.99K | ﹤0.01% | 3182 |
|
|
2017
Q1 | $11K | Hold |
222
| – | – | ﹤0.01% | 3528 |
|
|
2016
Q4 | $12K | Sell |
222
-110
| -33% | -$5.61K | ﹤0.01% | 3422 |
|
|
2016
Q3 | $17K | Buy |
332
+310
| +1,409% | +$16.4K | ﹤0.01% | 3161 |
|
|
2016
Q2 | $1K | Sell |
22
-1,052
| -98% | -$48.6K | ﹤0.01% | 4180 |
|
|
2016
Q1 | $46K | Buy |
+1,074
| New | +$41.3K | ﹤0.01% | 2161 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$5K | – | 4505 |
|
|
2015
Q3 | $5K | Buy |
+116
| New | +$4.9K | ﹤0.01% | 3614 |
|
|
2015
Q2 | – | Sell |
-376
| Closed | -$18K | – | 2180 |
|
|
2015
Q1 | $18K | Buy |
376
+260
| +224% | +$14.1K | ﹤0.01% | 2796 |
|
|
2014
Q4 | $6K | Sell |
116
-83
| -42% | -$4.47K | ﹤0.01% | 3403 |
|
|
2014
Q3 | $10K | Sell |
199
-97
| -33% | -$5.27K | ﹤0.01% | 2939 |
|
|
2014
Q2 | $16K | Buy |
296
+27
| +10% | +$1.5K | ﹤0.01% | 2620 |
|
|
2014
Q1 | $15K | Hold |
269
| – | – | ﹤0.01% | 2551 |
|
|
2013
Q4 | $14K | Buy |
+269
| New | +$14.7K | ﹤0.01% | 2390 |
|
Other funds holding LXP
VPM
VCM
LIMS
CIM
Creative Planning's LXP Position: Q1 2026 in Review
Creative Planning increased its LXP Industrial Trust (LXP) stake by 7% in Q1 2026, buying an estimated $44.9K and bringing the position to 14,112 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.
Creative Planning first reported a position in LXP in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.4M in Q1 2024. 301 funds tracked by Wall St. Rank hold LXP as of Q1 2026.
- Creative Planning held 14,112 shares of LXP Industrial Trust worth $653K as of Q1 2026.
- Creative Planning bought 919 LXP Industrial Trust shares in Q1 2026, an estimated $44.9K.
- LXP Industrial Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2814 holding.
- Creative Planning first reported a position in LXP Industrial Trust in Q4 2013 and has held it in 29 quarters since.
- Creative Planning's LXP Industrial Trust position peaked at $1.4M in Q1 2024.
- 301 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.