Van Hulzen Asset Management, LLC LXP LEXINGTON REALTY TRUST

Ownership history in Van Hulzen Asset Management, LLC  ·  12 quarters on record

AI Ownership Summary

Van Hulzen Asset Management, LLC reported LEXINGTON REALTY TRUST (LXP) in 12 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows LXP at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Hulzen Asset Management, LLC's position in LEXINGTON REALTY 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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.

How Van Hulzen Asset Management, LLC held LXP — position size vs. price
% of Fund (quarterly)    LXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,022 0% 0.01% $90K 2025-11-13 $44.43
2025 Q2 UNCHANGED 10,022 0% 0.01% $83K 2025-08-13 $39.51
2025 Q1 UNCHANGED 10,022 0% 0.01% $87K 2025-05-14 $38.60
2024 Q4 UNCHANGED 10,022 0% 0.01% $81K 2025-02-10 $38.37
2024 Q3 REDUCED 58.9% -18.7% 10,022 -14,378 -58.9% 0.01% $101K 2024-11-12 $43.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Van Hulzen Asset Management, LLC and LXP

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

How long has Van Hulzen Asset Management, LLC reported owning LXP?

Van Hulzen Asset Management, LLC reported LXP across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported LXP position in Van Hulzen Asset Management, LLC's portfolio?

The largest reported portfolio weight for LXP was 0.01% in 2025 Q1.

What is the latest reported LXP position on this page?

The most recent filing on this page is 2025 Q3, when Van Hulzen Asset Management, LLC reported 10,022 shares, equal to 0.01% of portfolio, with an estimated market value of $90K.

What does the chart on this LXP ownership page compare?

The chart compares Van Hulzen Asset Management, LLC'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 Van Hulzen Asset Management, LLC time their LXP position?

Based on 13F filing dates vs. subsequent LXP price moves, Van Hulzen Asset Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on LXP relative to SPY over the holding period was -3.0%.

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