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

Dakota 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
Q3 		– Sell
-3,508
Closed -$145K – 737
2025
Q2 		$145K Sell
3,508
-428
-11% -$17.6K ﹤0.01% 748
2025
Q1 		$170K Hold
3,936
– – ﹤0.01% 727
2024
Q4 		$160K Buy
+3,936
New +$182K ﹤0.01% 722
2024
Q3 		– Sell
-2,463
Closed -$112K – 753
2024
Q2 		$112K Buy
2,463
+435
+21% +$19K ﹤0.01% 698
2024
Q1 		$91.4K Sell
2,028
-1,274
-39% -$57.9K ﹤0.01% 705
2023
Q4 		$164K Sell
3,302
-1,421
-30% -$62.1K 0.01% 621
2023
Q3 		$210K Buy
4,723
+281
+6% +$13.8K 0.01% 588
2023
Q2 		$217K Sell
4,442
-424
-9% -$21K 0.01% 569
2023
Q1 		$251K Buy
4,866
+622
+15% +$33.3K 0.02% 514
2022
Q4 		$213K Sell
4,244
-81
-2% -$4.05K 0.02% 535
2022
Q3 		$198K Buy
4,325
+554
+15% +$28.8K 0.02% 508
2022
Q2 		$202K Buy
+3,771
New +$227K 0.02% 446

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
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return