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LXP Industrial Trust 6.5% Series C Preferred Stock

21 hedge funds and large institutions have $50M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.9% more ownership

Funds ownership: 52.57%53.47% (+0.9%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

7% less capital invested

Capital invested by funds: $53.5M → $50M (-$3.53M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.2M
Cohen & Steers
2
Cohen & Steers
New York
$11.3M -$110K -2,175 -0.9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.14M -$221K -4,367 -9%
LCM
4
LDR Capital Management
New York
$2.01M -$112K -2,202 -5%
BC
5
Brookfield Corp
Ontario, Canada
$1.98M +$565K +11,162 +38%
ICA
6
Infrastructure Capital Advisors
New York
$1.76M +$174K +3,444 +11%
N
7
Nuveen
North Carolina
$1.28M -$39.9K -788 -3%
OCM
8
One Capital Management
California
$1.22M
DADC
9
D.A. Davidson & Co
Montana
$941K +$64.8K +1,279 +7%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$725K +$247K +4,870 +49%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$593K +$135K +2,672 +28%
Wells Fargo
12
Wells Fargo
California
$528K +$20.9K +412 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$355K +$365K +7,198 +9,228%
Stifel Financial
14
Stifel Financial
Missouri
$302K
WAM
15
Wolverine Asset Management
Illinois
$224K +$232K +4,585 New
GS
16
GTS Securities
New York
$208K +$216K +4,267 New
Morgan Stanley
17
Morgan Stanley
New York
$103K -$25.3K -500 -19%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$100K -$109K -2,150 -51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29K
UBS Group
20
UBS Group
Switzerland
$20.9K +$17.6K +347 +428%
VHAM
21
Van Hulzen Asset Management
California
$9.75K +$10.1K +200 New
NB
22
NBT Bank
New York
$4.88K
BFWM
23
Bright Futures Wealth Management
New York
-$326K -6,252 Closed
Cerity Partners
24
Cerity Partners
New York
-$227K -4,284 Closed
RI
25
Ridgewood Investments
New Jersey
-$10.6K -200 Closed

LXP.PRC Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q4 2024, worth a combined $50M — down 6.6% from $53.5M a quarter earlier.

Fund positioning in LXP.PRC was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $565K. The largest seller was Bright Futures Wealth Management, exiting entirely with an estimated $326K sold.

  • 21 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $50M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 3 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q4 2024 and 3 closed out, a net change of 0 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q4 2024 was Brookfield Corp, an estimated $565K added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q4 2024 was Bright Futures Wealth Management, an estimated $326K sold.

Based on aggregated 13F filings for Q4 2024.