RFP
LXP icon

Root Financial Partners’s LXP Industrial Trust LXP Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-181
Closed -$8.37K – 2000
2026
Q1 		$8.37K Buy
+181
New +$8.85K ﹤0.01% 1753

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's LXP Position: Q2 2026 in Review

Root Financial Partners sold out of LXP Industrial Trust (LXP) in Q2 2026, closing a stake of 181 shares — an estimated $8.37K sold.

Root Financial Partners first reported a position in LXP in Q1 2026 and held it in 1 quarter. The position peaked at $8.37K in Q1 2026. 315 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

  • Root Financial Partners reported no remaining LXP Industrial Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 181 LXP Industrial Trust shares in Q2 2026, an estimated $8.37K.
  • Root Financial Partners first reported a position in LXP Industrial Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's LXP Industrial Trust position peaked at $8.37K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.