Private Trust Company’s LXP Industrial Trust LXP Stock Holding History

Private Trust Company’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 Q3	–	Sell	-106	Closed	-$4.36K	–	2625
2025 Q2	$4.36K	Hold	106	–	–	﹤0.01%	2100
2025 Q1	$4.57K	Hold	106	–	–	﹤0.01%	2069
2024 Q4	$4.29K	Hold	106	–	–	﹤0.01%	2027
2024 Q3	$5.31K	Buy	106 +10	+10%	+$499	﹤0.01%	1927
2024 Q2	$4.39K	Sell	96 -11	-10%	-$481	﹤0.01%	1974
2024 Q1	$4.81K	Sell	107 -13	-11%	-$591	﹤0.01%	1936
2023 Q4	$5.96K	Hold	120	–	–	﹤0.01%	1852
2023 Q3	$5.35K	Hold	120	–	–	﹤0.01%	1846
2023 Q2	$5.86K	Hold	120	–	–	﹤0.01%	1827
2023 Q1	$6.2K	Sell	120 -33	-22%	-$1.76K	﹤0.01%	1774
2022 Q4	$8K	Hold	153	–	–	﹤0.01%	1638
2022 Q3	$7K	Sell	153 -11	-7%	-$572	﹤0.01%	1574
2022 Q2	$9K	Buy	+164	New	+$9.86K	﹤0.01%	1542
2014 Q4	–	Sell	-856	Closed	-$42K	–	795
2014 Q3	$42K	Buy	856 +56	+7%	+$3.04K	0.01%	606
2014 Q2	$44K	Hold	800	–	–	0.01%	591
2014 Q1	$44K	Buy	+800	New	+$43.4K	0.02%	520
2013 Q3	–	Sell	-434	Closed	-$25K	–	1752
2013 Q2	$25K	Buy	+434	New	+$26.8K	0.01%	574

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Geode Capital Management

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

Prudential Financial

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

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

Sumitomo Mitsui Trust Group

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