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LXP Industrial Trust 6.5% Series C Preferred Stock

16 hedge funds and large institutions have $59.9M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 1516 (+1)

1% less capital invested

Capital invested by funds: $60.3M → $59.9M (-$415K)

1.05% less ownership

Funds ownership: 65.64%64.59% (-1%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$23.9M
Cohen & Steers
2
Cohen & Steers
New York
$10.7M -$95.9K -2,000 -0.9%
WHG
3
Westwood Holdings Group
Texas
$9.22M -$744K -15,514 -8%
BlackRock
4
BlackRock
New York
$7.1M +$29.8K +622 +0.4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.41M -$259K -5,392 -7%
LCM
6
LDR Capital Management
New York
$1.32M +$283K +5,900 +28%
KWA
7
KCS Wealth Advisory
California
$1.11M -$491K -10,226 -31%
WAM
8
Wolverine Asset Management
Illinois
$1.02M -$25K -522 -2%
ICA
9
Infrastructure Capital Advisors
New York
$786K +$44K +917 +6%
Wells Fargo
10
Wells Fargo
California
$549K -$9.5K -198 -2%
Stifel Financial
11
Stifel Financial
Missouri
$301K
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$243K +$240K +5,000 New
Morgan Stanley
13
Morgan Stanley
New York
$174K +$43.2K +900 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$38K
LWA
15
Lowe Wealth Advisors
Maryland
$19.4K
UBS Group
16
UBS Group
Switzerland
$15.8K +$15.6K +325 New
N
17
Nuveen
North Carolina
$14K
JP Morgan Chase
18
JP Morgan Chase
New York
$4K
First Manhattan
19
First Manhattan
New York
-$4.75K -100 Closed

LXP.PRC Hedge Fund Activity: Q1 2023 in Review

16 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q1 2023, worth a combined $59.9M — down 0.69% from $60.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LXP.PRC positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.

The largest buyer was LDR Capital Management, adding an estimated $283K. The largest seller was Westwood Holdings Group, cutting an estimated $744K.

  • 16 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $59.9M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q1 2023, down 0.69% quarter-over-quarter.
  • 2 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q1 2023 was LDR Capital Management, an estimated $283K added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q1 2023 was Westwood Holdings Group, an estimated $744K sold.

Based on aggregated 13F filings for Q1 2023.