Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in LXP Industrial Trust - Preferred Stock include McElhenny Sheffield Capital Management, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 24 | -27.27 | ||||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 40,141 | 7.74 | 1,851 | 5.29 | ||||
| 2025-08-14 | 13F | Infrastructure Capital Advisors, Llc | 42,353 | 9.24 | 1,961 | 10.98 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 21,000 | 21 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,287 | 8.39 | 106 | 9.38 | ||||
| 2025-07-22 | 13F | LDR Capital Management LLC | 46,541 | 38.87 | 2,155 | 41.03 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 16,499 | 29.19 | 764 | 31.27 | ||||
| 2025-07-23 | NP | NSBDX - North Star Bond Fund Class I Shares | 8,500 | 21.43 | 394 | 18.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,771 | 2.25 | 638 | 3.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 47,433 | 6.87 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20,522 | 2.02 | 950 | 3.60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
