Position in LXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,961,282
+$850,432 QoQ
Shares Held
110,640
+0.1% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#62
of 315 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 96%
Shared 3%
None 1%
Common Shares in LXP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,527,329 across 9 REIT - Industrial names. LXP ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
This page
|
110,640 | $5,961,282 | |
| 2 | PLD |
Prologis, Inc.
|
22,724 | $3,078,419 | |
| 3 | CUBE |
CubeSmart
|
24,085 | $957,860 | |
| 4 | PSA |
Public Storage
|
2,804 | $892,540 | |
| 5 | TRNO |
Terreno Realty Corp
|
9,507 | $615,768 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
9,770 | $598,998 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2,916 | $590,577 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,823 | $488,043 |
All Filings in LXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,961,282 | 110,640 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,110,850 | 110,481 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,613,248 | 113,216 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $7,342,979 | 819,529 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $6,937,234 | 839,859 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,230,196 | 835,861 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,325,595 | 902,167 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $433,134 | 43,098 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $387,654 | 42,506 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $242,331 | 26,866 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $290,160 | 29,250 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $151,914 | 17,069 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $161,235 | 16,537 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $147,051 | 14,263 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $156,412 | 15,610 | Shares | Other | 2023-02-14 | |
| 2022-03-31 | $216,581 | 13,795 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $185,221 | 11,858 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $140,976 | 11,057 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||