Atria Investments, Inc LXP β€” LXP INDUSTRIAL TRUST

Ownership history in Atria Investments, Inc  Β·  5 quarters on record

AI Ownership Summary

Atria Investments, Inc reported LXP INDUSTRIAL TRUST (LXP) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows LXP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in LXP INDUSTRIAL TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LXP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LXP stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held LXP β€” position size vs. price
% of Fund (quarterly)    LXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 11,101 +1,002 +9.9% 0.00% $99K 2025-11-06 $45.50
2025 Q2 REDUCED 7.5% +9.3% ❌ 10,099 -817 -7.5% 0.00% $83K 2025-08-04 $37.07
2025 Q1 REDUCED 14.4% -3.0% βœ… 10,916 -1,831 -14.4% 0.00% $94K 2025-05-06 $37.04
2024 Q4 ADDED β€” β€” β€” 12,747 +1,018 +8.7% 0.00% $104K 2025-02-06 $38.34
2024 Q3 INITIATED β€” β€” β€” 11,729 β€” β€” 0.00% $118K 2024-11-01 $41.49

🏒 Other funds also holding LXP

As of 2026 Q2 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 1.06% Pensionfund PDN 3Y 7Y 0.93% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and LXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning LXP?

Atria Investments, Inc reported LXP across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported LXP position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for LXP was 0.00% in 2024 Q3.

What is the latest reported LXP position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 11,101 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this LXP ownership page compare?

The chart compares Atria Investments, Inc's quarterly LXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their LXP position?

Based on 13F filing dates vs. subsequent LXP price moves, Atria Investments, Inc correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on LXP relative to SPY over the holding period was -7.6%.

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