Long Pond Capital’s LXP Industrial Trust LXP Stock Holding History

Long Pond Capital’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
2025 Q4	–	Sell	-760,000	Closed	-$34M	–	36
2025 Q3	$34M	Buy	760,000 +730,000	+2,433%	+$31.4M	2.47%	12
2025 Q2	$1.24M	Buy	+30,000	New	+$1.23M	0.08%	29
2024 Q2	–	Sell	-1,489,503	Closed	-$67.2M	–	43
2024 Q1	$67.2M	Buy	1,489,503 +867,151	+139%	+$39.4M	3.84%	10
2023 Q4	$30.9M	Buy	+622,352	New	+$27.2M	2.48%	15
2023 Q3	–	Sell	-882,418	Closed	-$43M	–	31
2023 Q2	$43M	Sell	882,418 -870,253	-50%	-$43M	2.54%	16
2023 Q1	$90.4M	Buy	1,752,671 +89,392	+5%	+$4.78M	4.85%	8
2022 Q4	$83.3M	Sell	1,663,279 -424,294	-20%	-$21.2M	5.1%	6
2022 Q3	$95.6M	Buy	2,087,573 +273,355	+15%	+$14.2M	5.6%	5
2022 Q2	$97.4M	Buy	+1,814,218	New	+$109M	4.82%	4
2021 Q4	–	Sell	-1,073,982	Closed	-$68.5M	–	51
2021 Q3	$68.5M	Buy	+1,073,982	New	+$70.4M	2.51%	18

Other funds holding LXP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Long Pond Capital's LXP Position: Q4 2025 in Review

Long Pond Capital sold out of LXP Industrial Trust (LXP) in Q4 2025, closing a stake of 760,000 shares — an estimated $34M sold.

Long Pond Capital first reported a position in LXP in Q3 2021 and held it in 10 quarters. The position peaked at $97.4M in Q2 2022. 297 funds tracked by Wall St. Rank hold LXP as of Q4 2025.

Long Pond Capital reported no remaining LXP Industrial Trust position as of Q4 2025 after selling out during the quarter.
Long Pond Capital sold 760,000 LXP Industrial Trust shares in Q4 2025, an estimated $34M.
Long Pond Capital first reported a position in LXP Industrial Trust in Q3 2021 and held it in 10 quarters.
Long Pond Capital's LXP Industrial Trust position peaked at $97.4M in Q2 2022.
297 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2025.

Based on Long Pond Capital's 13F filing for Q4 2025, filed 13 Feb 2026.