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EverSource Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History

EverSource Wealth Advisors’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
Q2 		$18.5K Sell
343
-531
-61% -$27.3K ﹤0.01% 2495
2026
Q1 		$40.4K Buy
874
+176
+25% +$8.61K ﹤0.01% 2049
2025
Q4 		$34.6K Buy
698
+44
+7% +$2.11K ﹤0.01% 2009
2025
Q3 		$29.3K Sell
654
-42
-6% -$1.8K ﹤0.01% 2076
2025
Q2 		$28.8K Buy
696
+351
+102% +$14.4K ﹤0.01% 2008
2025
Q1 		$14.9K Buy
345
+80
+30% +$3.43K ﹤0.01% 1868
2024
Q4 		$10.7K Sell
265
-95
-26% -$4.4K ﹤0.01% 1955
2024
Q3 		$18.1K Hold
360
– – ﹤0.01% 1543
2024
Q2 		$18.6K Buy
360
+12
+3% +$525 ﹤0.01% 1542
2024
Q1 		$14.5K Buy
348
+96
+38% +$4.36K ﹤0.01% 1517
2023
Q4 		$12.5K Buy
252
+31
+14% +$1.35K ﹤0.01% 1461
2023
Q3 		$9.84K Sell
221
-305
-58% -$15K ﹤0.01% 1425
2023
Q2 		$25.6K Sell
526
-860
-62% -$42.5K ﹤0.01% 1056
2023
Q1 		$71.5K Buy
1,386
+144
+12% +$7.7K 0.01% 662
2022
Q4 		$62.2K Sell
1,242
-683
-35% -$34.1K 0.01% 671
2022
Q3 		$89K Buy
1,925
+419
+28% +$21.8K 0.02% 459
2022
Q2 		$81K Buy
1,506
+1,161
+337% +$69.8K 0.02% 439
2022
Q1 		$27K Hold
345
– – 0.01% 601
2021
Q4 		$27K Buy
+345
New +$25.6K 0.01% 569

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's LXP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LXP Industrial Trust (LXP) stake by 61% in Q2 2026, selling an estimated $27.3K and leaving 343 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

EverSource Wealth Advisors first reported a position in LXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $89K in Q3 2022. 315 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

  • EverSource Wealth Advisors held 343 shares of LXP Industrial Trust worth $18.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 531 LXP Industrial Trust shares in Q2 2026, an estimated $27.3K.
  • LXP Industrial Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2495 holding.
  • EverSource Wealth Advisors first reported a position in LXP Industrial Trust in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's LXP Industrial Trust position peaked at $89K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.