LXP INDUSTRIAL TRUST
boothcheck covers LXP INDUSTRIAL TRUST (LXP) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
• A single-tenant industrial and warehouse REIT mid-transition into a focused logistics portfolio, signing second-generation leases at double-digit rent spreads (base rent up 19.1%, cash base rent up 11.9% in the first quarter) as below-market leases roll to today's rents. • The biggest risk is the single-tenant income profile: with each building leased to one occupant, a non-renewal leaves a whole asset dark at once, which makes the releasing cadence lumpier than a multi-tenant landlord's and
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289 institutional managers reported holding LXP in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 55%. 37 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.1M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LXP's share count grew 5.5% over the past five years even with $146.49M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 5 years straight; the current rate is $2.73 a share annually. Cash returned over the past three years: $441.27M in dividends and $15.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LXP over the trailing three years: 2024: 1 buy totaling $134k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LXP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -0.9% | -12.7% |
| 2023-11-01 | +1.5% | +21.3% |
| 2024-02-16 | -2.1% | -0.6% |
| 2024-05-03 | +3.2% | +6.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LXP's latest 8-K filings: 2026-07-29 (items 2.02, 7.01, 9.01); 2026-07-20 (items 1.01, 5.03, 7.01, 9.01); 2026-06-01 (items 7.01, 9.01); 2026-05-20 (items 5.07, 9.01); 2026-04-29 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.