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

HHM 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	$22.2K	Hold	412	–	–	﹤0.01%	516
2026 Q1	$19.1K	Hold	412	–	–	﹤0.01%	520
2025 Q4	$20.4K	Hold	412	–	–	﹤0.01%	500
2025 Q3	$18.5K	Hold	412	–	–	﹤0.01%	527
2025 Q2	$17K	Hold	412	–	–	﹤0.01%	534
2025 Q1	$17.8K	Hold	412	–	–	﹤0.01%	514
2024 Q4	$16.7K	Hold	412	–	–	﹤0.01%	520
2024 Q3	$20.7K	Hold	412	–	–	﹤0.01%	460
2024 Q2	$18.8K	Hold	412	–	–	﹤0.01%	461
2024 Q1	$18.6K	Hold	412	–	–	﹤0.01%	425
2023 Q4	$20.4K	Hold	412	–	–	﹤0.01%	409
2023 Q3	$18.3K	Hold	412	–	–	﹤0.01%	414
2023 Q2	$20.1K	Hold	412	–	–	﹤0.01%	421
2023 Q1	$21.2K	Hold	412	–	–	﹤0.01%	410
2022 Q4	$20.6K	Hold	412	–	–	﹤0.01%	356
2022 Q3	$19K	Hold	412	–	–	0.01%	353
2022 Q2	$22K	Hold	412	–	–	0.01%	413
2022 Q1	$32K	Hold	412	–	–	0.01%	370
2021 Q4	$32K	Buy	412 +132	+47%	+$9.8K	0.01%	358
2021 Q3	$18K	Hold	280	–	–	﹤0.01%	418
2021 Q2	$17K	Hold	280	–	–	﹤0.01%	419
2021 Q1	$16K	Hold	280	–	–	﹤0.01%	407
2020 Q4	$15K	Hold	280	–	–	0.01%	385
2020 Q3	$15K	Hold	280	–	–	0.01%	348
2020 Q2	$15K	Hold	280	–	–	0.01%	339
2020 Q1	$14K	Buy	+280	New	+$14.8K	0.01%	335

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

HHM Wealth Advisors held its LXP Industrial Trust (LXP) position steady in Q2 2026 at 412 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

HHM Wealth Advisors first reported a position in LXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $32K in Q1 2022. 316 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

HHM Wealth Advisors held 412 shares of LXP Industrial Trust worth $22.2K as of Q2 2026.
HHM Wealth Advisors left its LXP Industrial Trust share count unchanged in Q2 2026.
LXP Industrial Trust made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #516 holding.
HHM Wealth Advisors first reported a position in LXP Industrial Trust in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's LXP Industrial Trust position peaked at $32K in Q1 2022.
316 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

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