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Meritage Portfolio Management’s LXP Industrial Trust LXP Stock Holding History

Meritage Portfolio Management’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 		$5.46M Sell
110,105
-1,155
-1% -$55.4K 0.36% 79
2025
Q3 		$4.98M Buy
111,260
+36,122
+48% +$1.55M 0.33% 86
2025
Q2 		$3.1M Sell
75,138
-2,000
-3% -$82.3K 0.2% 137
2025
Q1 		$3.34M Sell
77,138
-1,909
-2% -$81.8K 0.22% 128
2024
Q4 		$3.21M Sell
79,047
-5,908
-7% -$274K 0.2% 129
2024
Q3 		$4.27M Sell
84,955
-3,410
-4% -$170K 0.26% 119
2024
Q2 		$4.03M Sell
88,365
-1,882
-2% -$82.3K 0.25% 120
2024
Q1 		$4.07M Sell
90,247
-5,451
-6% -$248K 0.26% 121
2023
Q4 		$4.75M Buy
95,698
+29,874
+45% +$1.3M 0.31% 98
2023
Q3 		$2.93M Sell
65,824
-859
-1% -$42.1K 0.22% 140
2023
Q2 		$3.25M Buy
+66,683
New +$3.3M 0.23% 140
2015
Q4 		– Sell
-94,410
Closed -$3.82M – 207
2015
Q3 		$3.82M Sell
94,410
-27,013
-22% -$1.14M 0.44% 123
2015
Q2 		$5.15M Sell
121,423
-1,047
-0.9% -$48.7K 0.54% 88
2015
Q1 		$6.02M Buy
122,470
+8,023
+7% +$434K 0.6% 56
2014
Q4 		$6.28M Buy
114,447
+41,223
+56% +$2.22M 0.67% 37
2014
Q3 		$3.58M Buy
73,224
+1,141
+2% +$62K 0.41% 143
2014
Q2 		$3.97M Buy
72,083
+28,882
+67% +$1.6M 0.43% 139
2014
Q1 		$2.36M Buy
+43,201
New +$2.34M 0.28% 161

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Meritage Portfolio Management's LXP Position: Q4 2025 in Review

Meritage Portfolio Management reduced its LXP Industrial Trust (LXP) stake by 1% in Q4 2025, selling an estimated $55.4K and leaving 110,105 shares worth $5.46M. The position accounts for 0.36% of the portfolio, ranked #79.

Meritage Portfolio Management first reported a position in LXP in Q1 2014 and has held it in 18 quarters since. The position peaked at $6.28M in Q4 2014. 297 funds tracked by Wall St. Rank hold LXP as of Q4 2025.

  • Meritage Portfolio Management held 110,105 shares of LXP Industrial Trust worth $5.46M as of Q4 2025.
  • Meritage Portfolio Management sold 1,155 LXP Industrial Trust shares in Q4 2025, an estimated $55.4K.
  • LXP Industrial Trust made up 0.36% of Meritage Portfolio Management's portfolio in Q4 2025, its #79 holding.
  • Meritage Portfolio Management first reported a position in LXP Industrial Trust in Q1 2014 and has held it in 18 quarters since.
  • Meritage Portfolio Management's LXP Industrial Trust position peaked at $6.28M in Q4 2014.
  • 297 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.