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LXP Industrial Trust 6.5% Series C Preferred Stock

20 hedge funds and large institutions have $74.5M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $66M → $74.5M (+$8.53M)

2% more ownership

Funds ownership: 63.84%65.84% (+2%)

0% more funds holding

Funds holding: 2020 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.7M
FM
2
Forward Management
California
$14.3M -$255K -4,579 -2%
Cohen & Steers
3
Cohen & Steers
New York
$13.9M +$1.86M +33,272 +16%
BlackRock
4
BlackRock
New York
$8.63M +$46.4K +832 +0.6%
REMS
5
Real Estate Management Services
$2.26M
KWA
6
KCS Wealth Advisory
California
$1.27M +$223 +4 +0%
DG
7
DigitalBridge Group
Florida
$996K +$252K +4,516 +36%
Wells Fargo
8
Wells Fargo
California
$821K -$79.2K -1,420 -9%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$608K +$243K +4,361 +72%
PAMG
10
Patton Albertson Miller Group
Tennessee
$521K
CCM
11
Cutler Capital Management
Massachusetts
$468K -$112K -2,000 -20%
Stifel Financial
12
Stifel Financial
Missouri
$380K -$30.3K -543 -8%
ICA
13
Infrastructure Capital Advisors
New York
$294K +$280K +5,026 New
HB
14
Homrich & Berg
Georgia
$234K
Morgan Stanley
15
Morgan Stanley
New York
$51K -$27.2K -487 -36%
N
16
Nuveen
North Carolina
$33K
LWA
17
Lowe Wealth Advisors
Maryland
$29K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K
JP Morgan Chase
19
JP Morgan Chase
New York
$5K
SFS
20
Sowell Financial Services
Arkansas
$3K -$1.95K -35 -41%
UBS Group
21
UBS Group
Switzerland
$3K +$2.79K +50 New
SIS
22
Sound Income Strategies
Florida
$1K
PAG
23
Private Advisor Group
New Jersey
-$13K -250 Closed
Bank of America
24
Bank of America
North Carolina
-$1K -25 Closed

LXP.PRC Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q3 2020, worth a combined $74.5M — up 13% from $66M a quarter earlier.

Fund positioning in LXP.PRC was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.86M. The largest seller was Forward Management, cutting an estimated $255K.

  • 20 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $74.5M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q3 2020, up 13% quarter-over-quarter.
  • 2 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q3 2020 and 2 closed out, a net change of 0 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q3 2020 was Cohen & Steers, an estimated $1.86M added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q3 2020 was Forward Management, an estimated $255K sold.

Based on aggregated 13F filings for Q3 2020.