Position in LXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,527,630
+$639,387 QoQ
Shares Held
65,472
+4.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 313 holders
Holding Since
Sep 2023
12 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, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. LXP ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
This page
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
|
11,547 | $439,465 |
All Filings in LXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,527,630 | 65,472 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,888,243 | 62,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,955,512 | 59,611 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,603,489 | 290,568 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,219,808 | 268,742 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,144,369 | 247,904 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,881,631 | 231,728 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,132,187 | 212,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,863,307 | 204,310 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,689,130 | 187,265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,814,308 | 182,894 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,455,942 | 163,589 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||