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Independent Advisor Alliance’s LXP Industrial Trust LXP Stock Holding History

Independent Advisor Alliance’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 		$1.3M Sell
28,031
-1,736
-6% -$84.9K 0.01% 707
2025
Q4 		$1.48M Sell
29,767
-6,977
-19% -$334K 0.04% 370
2025
Q3 		$1.65M Sell
36,744
-1,607
-4% -$69K 0.04% 337
2025
Q2 		$1.58M Sell
38,351
-1,065
-3% -$43.8K 0.05% 325
2025
Q1 		$1.7M Buy
39,416
+1,942
+5% +$83.3K 0.06% 281
2024
Q4 		$1.52M Buy
37,474
+902
+2% +$41.8K 0.02% 593
2024
Q3 		$1.84M Buy
36,572
+940
+3% +$46.9K 0.07% 236
2024
Q2 		$1.62M Sell
35,632
-837
-2% -$36.6K 0.06% 252
2024
Q1 		$1.64M Sell
36,469
-20
-0.1% -$909 0.06% 246
2023
Q4 		$1.81M Sell
36,489
-348
-0.9% -$15.2K 0.07% 221
2023
Q3 		$1.64M Sell
36,837
-1,760
-5% -$86.3K 0.07% 219
2023
Q2 		$1.88M Sell
38,597
-1,380
-3% -$68.2K 0.08% 206
2023
Q1 		$2.06M Sell
39,977
-100
-0.2% -$5.35K 0.1% 184
2022
Q4 		$2.01K Sell
40,077
-6,911
-15% -$345K ﹤0.01% 253
2022
Q3 		$2.15M Sell
46,988
-1,152
-2% -$59.9K 0.13% 157
2022
Q2 		$2.58M Buy
48,140
+3,748
+8% +$225K 0.14% 129
2022
Q1 		$3.48M Buy
44,392
+13,400
+43% +$1.01M 0.17% 118
2021
Q4 		$2.42M Sell
30,992
-3,140
-9% -$233K 0.12% 140
2021
Q3 		$2.18M Sell
34,132
-3,748
-10% -$246K 0.12% 150
2021
Q2 		$2.26M Buy
37,880
+1,271
+3% +$77.3K 0.12% 155
2021
Q1 		$2.03M Buy
+36,609
New +$1.98M 0.12% 149
2020
Q3 		– Sell
-30,665
Closed -$1.62M – 516
2020
Q2 		$1.62M Buy
30,665
+14,001
+84% +$706K 0.17% 111
2020
Q1 		$827K Sell
16,664
-299
-2% -$15.8K 0.12% 140
2019
Q4 		$901K Sell
16,963
-2,692
-14% -$144K 0.04% 393
2019
Q3 		$1.01M Sell
19,655
-839
-4% -$41.9K 0.12% 154
2019
Q2 		$964K Sell
20,494
-16,008
-44% -$739K 0.14% 150
2019
Q1 		$1.65M Sell
36,502
-5,988
-14% -$273K 0.23% 97
2018
Q4 		$1.74M Buy
42,490
+843
+2% +$34.7K 0.31% 76
2018
Q3 		$1.68M Sell
41,647
-2,198
-5% -$96K 0.3% 82
2018
Q2 		$1.9M Buy
43,845
+405
+0.9% +$16.8K 0.4% 64
2018
Q1 		$1.68M Buy
43,440
+2,080
+5% +$88.5K 0.38% 72
2017
Q4 		$1.99M Buy
41,360
+10,120
+32% +$520K 0.44% 57
2017
Q3 		$1.64M Buy
31,240
+423
+1% +$21.1K 0.45% 64
2017
Q2 		$1.38M Buy
30,817
+5,986
+24% +$299K 0.44% 73
2017
Q1 		$1.25M Buy
24,831
+5,631
+29% +$300K 0.2% 139
2016
Q4 		$1.03M Buy
+19,200
New +$979K 0.44% 70

Other funds holding LXP

BlackRock
BlackRock New York $5.72T 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

Independent Advisor Alliance's LXP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its LXP Industrial Trust (LXP) stake by 5.8% in Q1 2026, selling an estimated $84.9K and leaving 28,031 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #707.

Independent Advisor Alliance first reported a position in LXP in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.48M in Q1 2022. 301 funds tracked by Wall St. Rank hold LXP as of Q1 2026.

  • Independent Advisor Alliance held 28,031 shares of LXP Industrial Trust worth $1.3M as of Q1 2026.
  • Independent Advisor Alliance sold 1,736 LXP Industrial Trust shares in Q1 2026, an estimated $84.9K.
  • LXP Industrial Trust made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #707 holding.
  • Independent Advisor Alliance first reported a position in LXP Industrial Trust in Q4 2016 and has held it in 36 quarters since.
  • Independent Advisor Alliance's LXP Industrial Trust position peaked at $3.48M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.