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SageView Advisory Group’s LXP Industrial Trust LXP Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-948
Closed -$47K – 1658
2025
Q4 		$47K Buy
+948
New +$45.4K ﹤0.01% 1099
2024
Q2 		– Sell
-1,357
Closed -$1.73M – 645
2024
Q1 		$1.73M Buy
+1,357
New +$61.7K 0.09% 129

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's LXP Position: Q1 2026 in Review

SageView Advisory Group sold out of LXP Industrial Trust (LXP) in Q1 2026, closing a stake of 948 shares — an estimated $47K sold.

SageView Advisory Group first reported a position in LXP in Q1 2024 and held it in 2 quarters. The position peaked at $1.73M in Q1 2024. 303 funds tracked by Wall St. Rank hold LXP as of Q1 2026.

  • SageView Advisory Group reported no remaining LXP Industrial Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 948 LXP Industrial Trust shares in Q1 2026, an estimated $47K.
  • SageView Advisory Group first reported a position in LXP Industrial Trust in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's LXP Industrial Trust position peaked at $1.73M in Q1 2024.
  • 303 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.