REXFORD INDL RLTY INC REXR
COM · REIT · CUSIP 76169C100
Industrial real estate firm in Southern California
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersLos Angeles, CA
- Websiterexfordindustrial.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.1m this quarter). Holder counts are more reliable. Shares outstanding: 223.0m as of 2026-07-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $33.58. Options: 9 managers hold calls ($37.5m notional), 8 hold puts ($48.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 355 |
| Q4 2022 | 356 |
| Q1 2023 | 361 |
| Q2 2023 | 363 |
| Q3 2023 | 367 |
| Q4 2023 | 385 |
| Q1 2024 | 419 |
| Q2 2024 | 393 |
| Q3 2024 | 409 |
| Q4 2024 | 403 |
| Q1 2025 | 406 |
| Q2 2025 | 405 |
| Q3 2025 | 417 |
| Q4 2025 | 422 |
| Q1 2026 | 432 |
| Q2 2026 | 425 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 214 | 175 |
| Q4 2024 | 205 | 206 |
| Q1 2025 | 229 | 169 |
| Q2 2025 | 253 | 165 |
| Q3 2025 | 220 | 179 |
| Q4 2025 | 195 | 184 |
| Q1 2026 | 220 | 209 |
| Q2 2026 | 184 | 233 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $46.4m | $28.1m | 0.61 |
| Q4 2025 | $8.5m | $17.8m | 2.08 |
| Q1 2026 | $7.2m | $24.2m | 3.39 |
| Q2 2026 | $37.5m | $48.1m | 1.28 |
Biggest buyers
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Added | +1.9m |
| GRS Advisors, LLC | New | +1.8m |
| JPMORGAN CHASE & CO | Added | +1.8m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.7m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +1.1m |
| Hudson Bay Capital Management LP | New | +1.0m |
| UBS Group AG | Added | +987.9k |
| Sumitomo Mitsui Trust Group, Inc. | Added | +835.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +778.4k |
Biggest sellers
| Soroban Capital Partners LP | Sold out | -3.6m |
| Capital International Investors | Reduced | -2.8m |
| Balyasny Asset Management L.P. | Sold out | -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.1m |
| ANCHOR CAPITAL ADVISORS LLC | Sold out | -1.1m |
| PGGM Investments | Sold out | -823.7k |
| Engineers Gate Manager LP | Reduced | -712.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -677.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -649.5k |
| Argosy-Lionbridge Management, LLC | Sold out | -603.7k |
Biggest calls
| Vision Capital Corp | New | $17.6m524.8k shares |
| JANE STREET GROUP, LLC | Added | $7.5m225.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.8m172.6k shares |
| SIMPLEX TRADING, LLC | Added | $2.6m76.3k shares |
| Twin Tree Management, LP | Reduced | $1.3m37.6k shares |
| IMC-Chicago, LLC | Added | $954.8k28.5k shares |
| GROUP ONE TRADING LLC | Added | $928.0k27.7k shares |
| CITADEL ADVISORS LLC | Added | $887.8k26.5k shares |
| Pasadena Private Wealth, LLC | Unchanged | $17.4k6.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.1m361.5k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $11.4m340.8k shares |
| CITADEL ADVISORS LLC | Added | $10.1m302.7k shares |
| JANE STREET GROUP, LLC | Added | $7.4m222.1k shares |
| GROUP ONE TRADING LLC | Added | $2.8m84.3k shares |
| IMC-Chicago, LLC | Added | $2.5m75.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.4m42.1k shares |
| Twin Tree Management, LP | Reduced | $268.0k8.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +1.4 pts · filed 2026-05-15 | 12.6% |
| BlackRock, Inc. 13G · institution filed 2025-04-29 | 11.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.6% |
| BlackRock Portfolio Management LLC 13G · institution +1.7 pts · filed 2026-10-27 | 6.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| Capital International Investors 13G · institution -1.1 pts · filed 2026-08-12 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), STATE STREET CORP (4.9%, 2026-02-09)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $975.2k | — |
| Q4 2025 | 0 | — | 1 | $2.3m | — |
| Q1 2026 | 3 | $486.8k | 1 | $816.3k | — |
| Q2 2026 | 0 | — | 1 | $1.2m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-28 | Lanzer David E. General Counsel & Secretary | Sold | $1.2m33.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 38.6m $1.3bn | Reduced -16.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 28.1m $941.8m | Reduced -1.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 19.6m $656.4m | Reduced -254.7k |
| Capital International Investors 0.08% of their portfolio | 11.7m $391.7m | Reduced -2.8m |
| PRINCIPAL FINANCIAL GROUP INC 0.18% of their portfolio | 11.0m $368.7m | Reduced -465.8k |
| STATE STREET CORP 0.01% of their portfolio | 10.9m $369.3m | Reduced -390.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.2m $341.5m | Reduced -152.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 6.4m $223.1m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.8m $160.9m | Reduced -88.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.6m $158.1m | Added +1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.6m $119.6m | Added +103.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.4m $114.3m | Added +81.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.3m $110.8m | Reduced -274.8k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.45% of their portfolio | 2.9m $97.1m | Added +1.9m |
| NORGES BANK 0.01% of their portfolio | 2.7m $91.5m | Not comparable |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.78% of their portfolio | 2.7m $91.4m | Added +255.1k |
| Legal & General Group Plc 0.02% of their portfolio | 2.6m $86.9m | Reduced -25.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $83.9m | Reduced -47.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.15% of their portfolio | 2.4m $80.8m | Reduced -5.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $79.5m | Added +220.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.3m $77.7m | Added +683.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.1m $70.0m | Added +835.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.1m $69.8m | Reduced -649.5k |
| JUPITER ASSET MANAGEMENT LTD 0.34% of their portfolio | 2.0m $68.0m | Added +242.9k |
| Nuveen, LLC 0.02% of their portfolio | 2.0m $65.5m | Reduced -357.4k |
| GRS Advisors, LLC 5.23% of their portfolio | 1.8m $62.0m | New |
| UBS Group AG 0.01% of their portfolio | 1.7m $57.0m | Added +987.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.7m $55.4m | Added +1.7m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.6m $55.1m | Reduced -95.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.6m $53.6m | Added +593.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.4m $47.6m | Reduced -14.7k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.4m $47.2m | Added +1.1m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.37% of their portfolio | 1.2m $39.3m | Added +15.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 1.1m $37.8m | Added +778.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.1m $36.9m | Reduced -321.1k |
| Hudson Bay Capital Management LP 0.16% of their portfolio | 1.0m $33.5m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 890.1k $29.8m | Added +60.0k |
| Invesco Ltd. 0.00% of their portfolio | 789.4k $26.4m | Added +203.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 743.3k $24.9m | Added +11.5k |
| Alberta Investment Management Corp 0.13% of their portfolio | 685.5k $23.0m | Unchanged |
| State of Tennessee, Department of Treasury 0.07% of their portfolio | 667.5k $22.4m | Reduced -1.9k |
| ALGERT GLOBAL LLC 0.26% of their portfolio | 661.3k $22.2m | Added +176.1k |
| Jump Financial, LLC 0.20% of their portfolio | 652.5k $21.9m | Added +605.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 642.1k $21.5m | Added +12.7k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 641.4k $21.5m | Reduced -21.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 631.7k $21.1m | Reduced -228.3k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 619.2k $20.7m | Added +559.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.28% of their portfolio | 591.2k $19.8m | Reduced -14.1k |
| APG Asset Management US Inc. 0.13% of their portfolio | 564.6k $19.0m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 556.9k $18.7m | Reduced -23.9k |
| Retirement Systems of Alabama 0.06% of their portfolio | 550.2k $18.4m | Reduced -50.6k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 507.1k $17.0m | Reduced -8.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 506.5k $17.0m | Added +73.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 503.8k $16.9m | Reduced -230.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 472.3k $15.8m | Added +11.5k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.30% of their portfolio | 471.2k $15.8m | Added +455.5k |
| Swiss National Bank 0.01% of their portfolio | 450.6k $15.1m | Reduced -10.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 444.0k $14.9m | Reduced -1.6k |
| Verition Fund Management LLC 0.10% of their portfolio | 441.4k $14.8m | Added +339.8k |
| SG Americas Securities, LLC 0.01% of their portfolio | 424.8k $14.2m | Reduced -124.5k |
| Creative Planning 0.01% of their portfolio | 397.3k $13.3m | Added +149.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 393.9k $13.2m | Reduced -55.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 386.9k $13.0m | Added +12.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 386.4k $12.9m | Reduced -16.1k |
| Sophron Capital Management L.P. 3.99% of their portfolio | 384.8k $12.9m | Added +27.3k |
| Lighthouse Investment Partners, LLC 0.40% of their portfolio | 380.0k $12.7m | Added +244.7k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 363.1k $12.2m | Added +5.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 360.8k $12.1m | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 345.4k $11.9m | Added +3.3k |
| M&G PLC 0.06% of their portfolio | 336.3k $11.4m | Reduced -234.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 329.3k $11.0m | Reduced -14.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 326.9k $10.7m | Reduced -1.5k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 326.2k $10.9m | Reduced -25.3k |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 308.1k $10.3m | Reduced -9.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 303.8k $10.2m | Reduced -48.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 303.5k $10.2m | New |
| FMR LLC 0.00% of their portfolio | 297.8k $10.0m | Reduced -221.7k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 292.8k $9.8m | New |
| CITIGROUP INC 0.00% of their portfolio | 289.0k $9.7m | Reduced -109.2k |
| Quantinno Capital Management LP 0.01% of their portfolio | 281.5k $9.4m | Added +164.0k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 276.0k $9.2m | Unchanged |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% of their portfolio | 270.2k $9.1m | Reduced -117.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 265.4k $8.9m | Reduced -8.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 264.0k $8.8m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 254.9k $8.5m | Reduced -223.8k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.04% of their portfolio | 251.6k $8.4m | Added +87.9k |
| BARCLAYS PLC 0.00% of their portfolio | 230.8k $7.7m | Reduced -24.7k |
| NATIXIS 0.04% of their portfolio | 221.6k $7.4m | Added +220.7k |
| Man Group plc 0.01% of their portfolio | 220.7k $7.4m | Added +210.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.06% of their portfolio | 217.6k $7.3m | Added +217.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 213.5k $7.2m | Added +2.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 213.5k $7.2m | Reduced -3.6k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 212.5k $7.1m | Added +1.0k |
| Vanguard Investments Australia, Ltd. 0.02% of their portfolio | 210.3k $7.0m | Reduced -1.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 192.8k $6.5m | Added +5.7k |
| Davis Selected Advisers 0.03% of their portfolio | 192.0k $6.4m | Reduced -17.6k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 187.7k $6.3m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 185.8k $6.2m | Added +184.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 176.9k $5.9m | Reduced -154.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 175.1k $5.9m | Reduced -2.3k |