Tokio Marine Asset Management 13F: Adds $7.4M to LXP Stake

On October 26, 2026, Tokio Marine Asset Management boosted its stake in LXP Industrial Trust (LXP) by 122,009 shares, bringing its total holdings to 123,600 shares valued at approximately $7.5 million. This information comes from the fund's latest Form 13F filing with the SEC, which covers the quarter ending September 30, 2026.

LXP LXP Industrial Trust

$61.11 ▲ +26.76% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Tokio Marine Asset Management's LXP Position

Tokio Marine increased its position in LXP Industrial Trust from 1,591 shares to 123,600 shares, marking a 7,668.7% change in its holdings. The total reported value of this investment is about $7.5 million, highlighting a significant commitment to the real estate investment trust.

Where LXP Fits in Tokio Marine's Portfolio

LXP now makes up 0.52% of Tokio Marine's total portfolio, which has a reported value of approximately $1.46 billion. This position ranks 27th out of 503 total holdings, indicating a meaningful boost relative to the overall portfolio size.

Other Institutional Activity in LXP

Several other funds have also taken significant positions in LXP Industrial Trust. Nomura Asset Management International Inc. grew its holdings by 1,066,090 shares, ending with 2,132,180 shares worth about $130.3 million. CenterSquare Investment Management LLC increased its stake by 520,841 shares, bringing its total to 1,774,973 shares valued at approximately $108.5 million.

LXP Industrial Trust Stock Up 0.1%

As of October 27, 2026, LXP Industrial Trust was recently traded around $61.11. This price reflects a strong interest in the stock, especially given the recent boost in holdings by Tokio Marine. The stock's performance in relation to its 52-week range and moving averages will be important to watch following this investment.

Recent Earnings

LXP Industrial Trust reported trailing twelve-month revenue of approximately $347.7 million and an earnings per share (EPS) of $1.01. The next earnings report is scheduled for October 29, 2026, which will provide further insights into the company’s financial health.

Analysts Set New Price Targets

Analysts have expressed varied opinions on LXP Industrial Trust. On July 9, 2026, BMO Capital initiated coverage with an Outperform rating and a price target of $65. Citizens maintained a Market Outperform rating with a target of $58 on July 16, 2026, while Evercore ISI Group maintained an In-Line rating with a target of $61. However, Jefferies downgraded its rating to Hold with a target of $61 on August 6, 2026.

About LXP Industrial Trust

LXP Industrial Trust is a real estate investment trust (REIT) that focuses on Class A warehouse and distribution investments across the Sunbelt and lower Midwest. The company aims to expand its portfolio through various transactions such as acquisitions and development projects. This recent boost in holdings by Tokio Marine reflects a growing interest in LXP's business model and market position.

Bottom Line

Investors should keep an eye on LXP Industrial Trust's upcoming earnings report on October 29, 2026, as it may provide important insights into its financial performance. The significant increase in Tokio Marine's stake suggests confidence in the company's future prospects, especially in a competitive real estate market.