True Wealth Design’s LXP Industrial Trust LXP Stock Holding History

True Wealth Design’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 Q4	–	Sell	-5	Closed	-$207	–	2717
2025 Q3	$207	Buy	+5	New	+$215	﹤0.01%	2297
2025 Q2	–	Sell	-6	Closed	-$243	–	2722
2025 Q1	$243	Buy	+6	New	+$257	﹤0.01%	1873

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

True Wealth Design's LXP Position: Q4 2025 in Review

True Wealth Design sold out of LXP Industrial Trust (LXP) in Q4 2025, closing a stake of 5 shares — an estimated $207 sold.

True Wealth Design first reported a position in LXP in Q1 2025 and held it in 2 quarters. The position peaked at $243 in Q1 2025. 297 funds tracked by Wall St. Rank hold LXP as of Q4 2025.

True Wealth Design reported no remaining LXP Industrial Trust position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 5 LXP Industrial Trust shares in Q4 2025, an estimated $207.
True Wealth Design first reported a position in LXP Industrial Trust in Q1 2025 and held it in 2 quarters.
True Wealth Design's LXP Industrial Trust position peaked at $243 in Q1 2025.
297 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.