Position in LXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$22,198
+$3,139 QoQ
Shares Held
412
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 310 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $223,363 across 7 REIT - Industrial names. LXP ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
772 | $112,171 | |
| 2 | PLD |
Prologis, Inc.
|
277 | $37,525 | |
| 3 | STAG |
STAG Industrial, Inc.
|
790 | $30,067 | |
| 4 | LXP |
LXP Industrial Trust
This page
|
412 | $22,198 | |
| 5 | CUBE |
CubeSmart
|
360 | $14,317 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
100 | $6,198 | |
| 7 | ILPT |
Industrial Logistics Properties Trust
|
100 | $887 |
All Filings in LXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,198 | 412 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $19,059 | 412 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $20,426 | 412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,457 | 2,060 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,015 | 2,060 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,819 | 2,060 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,727 | 2,060 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,703 | 2,060 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,787 | 2,060 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,581 | 2,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,435 | 2,060 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $18,334 | 2,060 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,085 | 2,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,238 | 2,060 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,641 | 2,060 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $18,869 | 2,060 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $22,124 | 2,060 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $32,342 | 2,060 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $32,177 | 2,060 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $17,850 | 1,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,730 | 1,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $15,554 | 1,400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $14,868 | 1,400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,630 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,770 | 1,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,902 | 1,400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||