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LXP Industrial Trust 6.5% Series C Preferred Stock

22 hedge funds and large institutions have $75.2M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

16% more funds holding

Funds holding: 1922 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $77.6M → $75.2M (-$2.41M)

1.11% less ownership

Funds ownership: 69.47%68.36% (-1.1%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M -$945K -16,615 -3%
FM
2
Forward Management
California
$16.5M -$199K -3,504 -1%
Cohen & Steers
3
Cohen & Steers
New York
$13.3M +$425K +7,472 +3%
BlackRock
4
BlackRock
New York
$8.95M +$878K +15,432 +11%
REMS
5
Real Estate Management Services
$2.44M +$922K +16,200 +61%
KWA
6
KCS Wealth Advisory
California
$1.17M +$76.3K +1,341 +7%
Wells Fargo
7
Wells Fargo
California
$889K +$11.4K +200 +1%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$857K
CCM
9
Cutler Capital Management
Massachusetts
$606K -$419K -7,373 -41%
PAMG
10
Patton Albertson Miller Group
Tennessee
$526K
Stifel Financial
11
Stifel Financial
Missouri
$417K
HB
12
Homrich & Berg
Georgia
$217K +$216K +3,800 New
VHAM
13
Van Hulzen Asset Management
California
$211K +$210K +3,700 New
UBS Group
14
UBS Group
Switzerland
$77K +$74.9K +1,316 +3,871%
Morgan Stanley
15
Morgan Stanley
New York
$69K +$13.6K +239 +25%
LWA
16
Lowe Wealth Advisors
Maryland
$29K
KPCM
17
Kings Point Capital Management
New York
$11K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K
SFS
19
Sowell Financial Services
Arkansas
$5K
Citigroup
20
Citigroup
New York
$5K +$4.49K +79 New
JP Morgan Chase
21
JP Morgan Chase
New York
$4K
Bank of America
22
Bank of America
North Carolina
$4K +$4.1K +72 New
N
23
Nuveen
North Carolina
$3K
SIS
24
Sound Income Strategies
Florida
$1K
LCM
25
LDR Capital Management
New York
-$2.52M -43,903 Closed

LXP.PRC Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q4 2019, worth a combined $75.2M — down 3.1% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LXP.PRC positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Real Estate Management Services, adding an estimated $922K. The largest seller was LDR Capital Management, exiting entirely with an estimated $2.52M sold.

  • 22 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $75.2M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q4 2019, down 3.1% quarter-over-quarter.
  • 4 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q4 2019 and 1 closed out, a net change of +3 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q4 2019 was Real Estate Management Services, an estimated $922K added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q4 2019 was LDR Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2019.