HNW
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High Note Wealth’s LXP Industrial Trust LXP Stock Holding History

High Note Wealth’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
Q1 		$4.63K Hold
100
– – ﹤0.01% 571
2025
Q4 		$4.96K Sell
100
-3
-3% -$144 ﹤0.01% 509
2025
Q3 		$4.61K Buy
103
+54
+110% +$2.32K ﹤0.01% 506
2025
Q2 		$2.02K Buy
+49
New +$2.02K ﹤0.01% 655
2025
Q1 		– Sell
-47
Closed -$1.91K – 929
2024
Q4 		$1.91K Buy
+47
New +$2.18K ﹤0.01% 693

Other funds holding LXP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return