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LXP Industrial Trust 6.5% Series C Preferred Stock

20 hedge funds and large institutions have $52.6M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more funds holding

Funds holding: 1820 (+2)

6.43% less ownership

Funds ownership: 66.33%59.9% (-6.4%)

12% less capital invested

Capital invested by funds: $59.6M → $52.6M (-$7M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.9M
Cohen & Steers
2
Cohen & Steers
New York
$10.6M
BlackRock
3
BlackRock
New York
$7.9M -$177K -3,895 -2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.21M +$159K +3,494 +8%
LCM
5
LDR Capital Management
New York
$2.02M +$149K +3,266 +8%
ICA
6
Infrastructure Capital Advisors
New York
$1.28M +$98.4K +2,160 +8%
N
7
Nuveen
North Carolina
$1.23M
BC
8
Brookfield Corp
Ontario, Canada
$1.16M +$1.17M +25,634 New
OCM
9
One Capital Management
California
$1.14M +$1.14M +25,092 New
Wells Fargo
10
Wells Fargo
California
$475K -$2.05K -45 -0.4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$464K +$466K +10,233 New
WAM
12
Wolverine Asset Management
Illinois
$298K -$26.2K -575 -8%
Stifel Financial
13
Stifel Financial
Missouri
$281K
BFWM
14
Bright Futures Wealth Management
New York
$278K -$7.52K -165 -3%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$190K
Morgan Stanley
16
Morgan Stanley
New York
$122K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$53K
Bank of America
18
Bank of America
North Carolina
$9.62K
NB
19
NBT Bank
New York
$4.54K
UBS Group
20
UBS Group
Switzerland
$3.63K -$775 -17 -18%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.54K
WHG
22
Westwood Holdings Group
Texas
-$8.81M -190,000 Closed

LXP.PRC Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q2 2024, worth a combined $52.6M — down 12% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LXP.PRC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.17M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $8.81M sold.

  • 20 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $52.6M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q2 2024, down 12% quarter-over-quarter.
  • 3 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q2 2024 was Brookfield Corp, an estimated $1.17M added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q2 2024 was Westwood Holdings Group, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2024.