Pinnacle Wealth Planning Services
LXP

Pinnacle Wealth Planning Services’s LXP Industrial Trust LXP Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$79.1K Buy
1,298
+23
+2% +$1.38K 0.01% 1011
2026
Q2 		$68.7K Buy
1,275
+26
+2% +$1.34K 0.01% 1078
2026
Q1 		$57.8K Buy
1,249
+48
+4% +$2.35K 0.01% 1116
2025
Q4 		$59.5K Buy
+1,201
New +$57.6K 0.01% 1085
2021
Q1 		– Sell
-111
Closed -$6K – 1264
2020
Q4 		$6K Buy
+111
New +$5.85K ﹤0.01% 1593

Other funds holding LXP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's LXP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its LXP Industrial Trust (LXP) stake by 1.8% in Q3 2026, buying an estimated $1.38K and bringing the position to 1,298 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #1011.

Pinnacle Wealth Planning Services first reported a position in LXP in Q4 2020 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold LXP as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,298 shares of LXP Industrial Trust worth $79.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 23 LXP Industrial Trust shares in Q3 2026, an estimated $1.38K.
  • LXP Industrial Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1011 holding.
  • Pinnacle Wealth Planning Services first reported a position in LXP Industrial Trust in Q4 2020 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.