Root Financial Partners
LXP

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
Q3 		$12.8K Buy
+210
New +$12.6K ﹤0.01% 1788
2026
Q2 		– Sell
-181
Closed -$8.37K – 2000
2026
Q1 		$8.37K Buy
+181
New +$8.85K ﹤0.01% 1753

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

Root Financial Partners's LXP Position: Q3 2026 in Review

Root Financial Partners opened a new position in LXP Industrial Trust (LXP) in Q3 2026: 210 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LXP as recently as Q1 2026.

Root Financial Partners first reported a position in LXP in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold LXP as of Q3 2026.

  • Root Financial Partners held 210 shares of LXP Industrial Trust worth $12.8K as of Q3 2026.
  • LXP Industrial Trust was a new Root Financial Partners position in Q3 2026.
  • LXP Industrial Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1788 holding.
  • Root Financial Partners first reported a position in LXP Industrial Trust in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.