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Nicola Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Nicola Wealth 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
Q1 		– Sell
-16,606
Closed -$969K – 121
2024
Q4 		$969K Sell
16,606
-3,480
-17% -$161K 0.09% 102
2024
Q3 		$1.36M Sell
20,086
-660
-3% -$32.9K 0.11% 99
2024
Q2 		$1.29M Buy
20,746
+6,480
+45% +$284K 0.12% 101
2024
Q1 		$871K Buy
+14,266
New +$648K 0.08% 110

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Nicola Wealth Management's LXP Position: Q1 2025 in Review

Nicola Wealth Management sold out of LXP Industrial Trust (LXP) in Q1 2025, closing a stake of 16,606 shares — an estimated $969K sold.

Nicola Wealth Management first reported a position in LXP in Q1 2024 and held it in 4 quarters. The position peaked at $1.36M in Q3 2024. 319 funds tracked by Wall St. Rank hold LXP as of Q1 2025.

  • Nicola Wealth Management reported no remaining LXP Industrial Trust position as of Q1 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 16,606 LXP Industrial Trust shares in Q1 2025, an estimated $969K.
  • Nicola Wealth Management first reported a position in LXP Industrial Trust in Q1 2024 and held it in 4 quarters.
  • Nicola Wealth Management's LXP Industrial Trust position peaked at $1.36M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2025.

Based on Nicola Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.