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Independent Advisor Alliance

Position in LXP — LXP Industrial Trust

CIK 1696899 CHARLOTTE, NC

Position in LXP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,321,083
+$24,370 QoQ
Shares Held
24,519
-12.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#131
of 313 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LXP Over Time

Shares Held

Position Value (USD)

Position in REIT - Industrial

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $6,725,876 across 5 REIT - Industrial names. LXP ranks #3 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LXP
LXP Industrial Trust
This page
24,519 $1,321,083

All Filings in LXP

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,321,083 24,519
2026-03-31 $1,296,713 28,031
2025-12-31 $1,475,847 29,767
2025-09-30 $1,646,112 183,718
2025-06-30 $1,583,879 191,753
2025-03-31 $1,704,741 197,080
2024-12-31 $1,521,436 187,369
2024-09-30 $1,837,753 182,861
2024-06-30 $1,624,827 178,161
2024-03-31 $1,644,769 182,347
2023-12-31 $1,809,874 182,447
2023-09-30 $1,639,264 184,187
2023-06-30 $1,881,623 192,987
2023-03-31 $2,060,834 199,887
2022-12-31 $2,007,877 200,387
2022-09-30 $2,152,050 234,940
2022-06-30 $2,585,118 240,700
2022-03-31 $3,484,772 221,960
2021-12-31 $2,420,475 154,960
2021-09-30 $2,175,915 170,660
2021-06-30 $2,263,330 189,400
2021-03-31 $2,033,652 183,047
2020-06-30 $1,617,599 153,327
2020-03-31 $827,377 83,321