EverSource Wealth Advisors
LXP

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
Q3 		$24.7K Buy
406
+63
+18% +$3.77K ﹤0.01% 2293
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% 1541
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 		$9.8K 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

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

EverSource Wealth Advisors's LXP Position: Q3 2026 in Review

EverSource Wealth Advisors increased its LXP Industrial Trust (LXP) stake by 18% in Q3 2026, buying an estimated $3.77K and bringing the position to 406 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

EverSource Wealth Advisors first reported a position in LXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $89K in Q3 2022. 114 funds tracked by Wall St. Rank hold LXP as of Q3 2026.

  • EverSource Wealth Advisors held 406 shares of LXP Industrial Trust worth $24.7K as of Q3 2026.
  • EverSource Wealth Advisors bought 63 LXP Industrial Trust shares in Q3 2026, an estimated $3.77K.
  • LXP Industrial Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2293 holding.
  • EverSource Wealth Advisors first reported a position in LXP Industrial Trust in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's LXP Industrial Trust position peaked at $89K in Q3 2022.
  • 114 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.