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Synergy Asset Management’s LXP Industrial Trust LXP Stock Holding History

Synergy Asset Management’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 		$457K Buy
8,481
+891
+12% +$45.9K 0.04% 168
2026
Q1 		$351K Buy
7,590
+1,340
+21% +$65.5K 0.04% 189
2025
Q4 		$310K Buy
+6,250
New +$300K 0.03% 174

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

Synergy Asset Management's LXP Position: Q2 2026 in Review

Synergy Asset Management increased its LXP Industrial Trust (LXP) stake by 12% in Q2 2026, buying an estimated $45.9K and bringing the position to 8,481 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #168.

Synergy Asset Management first reported a position in LXP in Q4 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

  • Synergy Asset Management held 8,481 shares of LXP Industrial Trust worth $457K as of Q2 2026.
  • Synergy Asset Management bought 891 LXP Industrial Trust shares in Q2 2026, an estimated $45.9K.
  • LXP Industrial Trust made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #168 holding.
  • Synergy Asset Management first reported a position in LXP Industrial Trust in Q4 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.