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 ($4.0m this quarter). Holder counts are more reliable. Shares outstanding: 236.7m as of 2025-04-16, 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 ≈ $39.17. Options: 10 managers hold calls ($35.2m notional), 13 hold puts ($10.6m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 212 | 155 |
| Q3 2023 | 182 | 171 |
| Q4 2023 | 210 | 171 |
| Q1 2024 | 236 | 158 |
| Q2 2024 | 223 | 200 |
| Q3 2024 | 214 | 175 |
| Q4 2024 | 205 | 206 |
| Q1 2025 | 229 | 169 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $10.0m | $11.4m | 1.14 |
| Q3 2024 | $15.0m | $9.6m | 0.64 |
| Q4 2024 | $8.8m | $16.7m | 1.90 |
| Q1 2025 | $35.2m | $10.6m | 0.30 |
Biggest buyers
| Soroban Capital Partners LP | New | +5.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +4.4m |
| FMR LLC | Added | +2.7m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +1.1m |
| VANGUARD GROUP INC | Added | +779.1k |
| JPMORGAN CHASE & CO | Added | +595.8k |
| GOLDMAN SACHS GROUP INC | Added | +526.9k |
| Zimmer Partners, LP | New | +475.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +445.7k |
| ALLIANCEBERNSTEIN L.P. | Added | +338.1k |
Biggest sellers
| Boston Partners | Reduced | -3.1m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -2.2m |
| Resolution Capital Ltd | Sold out | -1.3m |
| GRS Advisors, LLC | Sold out | -1.2m |
| Long Pond Capital, LP | Reduced | -987.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -826.9k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -513.7k |
| Verition Fund Management LLC | Reduced | -377.4k |
| Masterton Capital Management, LP | Reduced | -362.1k |
| OFI INVEST ASSET MANAGEMENT | Reduced | -359.4k |
Biggest calls
| Twin Tree Management, LP | New | $8.2m208.6k shares |
| CITADEL ADVISORS LLC | Added | $7.6m195.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.2m157.8k shares |
| SIMPLEX TRADING, LLC | Added | $5.7m146.2k shares |
| GROUP ONE TRADING LLC | Added | $2.7m69.7k shares |
| JANE STREET GROUP, LLC | Added | $2.5m65.1k shares |
| WOLVERINE TRADING, LLC | New | $847.5k21.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | First filing | $783.0k200 shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $606.8k15.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $3.2m83.0k shares |
| HBK INVESTMENTS L P | Unchanged | $2.0m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m38.3k shares |
| BNP PARIBAS FINANCIAL MARKETS | First filing | $1.2m300 shares |
| JANE STREET GROUP, LLC | Added | $724.3k18.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $717.4k18.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $591.0k15.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $422.8k10.8k shares |
| GROUP ONE TRADING LLC | Added | $215.3k5.5k shares |
| PEAK6 LLC | Reduced | $3.9k100 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 1 | $2.0m | — |
| Q3 2023 | 0 | — | 1 | $403.7k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $954.4k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $2.2m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 30.7m $1.2bn | Added +779.1k |
| BlackRock, Inc. 0.02% of their portfolio | 27.6m $1.1bn | Reduced -7.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 27.4m $1.1bn | Added +445.7k |
| Capital International Investors 0.16% of their portfolio | 21.0m $821.7m | Reduced -27.1k |
| STATE STREET CORP 0.02% of their portfolio | 11.3m $449.1m | Added +228.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.21% of their portfolio | 9.8m $382.6m | Reduced -513.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 7.8m $303.5m | Added +4.4m |
| Soroban Capital Partners LP 3.23% of their portfolio | 5.8m $228.9m | New |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.95% of their portfolio | 4.8m $188.2m | Added +315.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.4m $170.6m | Added +212.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.9m $151.0m | Added +595.8k |
| Nuveen, LLC 0.04% of their portfolio | 3.7m $146.2m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.4m $131.3m | Added +76.5k |
| PGGM Investments 1.74% of their portfolio | 3.3m $129.3m | Unchanged |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.3m $127.6m | Added +153.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.12% of their portfolio | 3.2m $124.3m | Unchanged |
| FMR LLC 0.01% of their portfolio | 3.1m $121.7m | Added +2.7m |
| RUSH ISLAND MANAGEMENT, LP 7.71% of their portfolio | 3.1m $121.1m | Reduced -340.3k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.41% of their portfolio | 3.1m $120.4m | Added +164.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.9m $114.7m | Added +147.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio | 2.8m $109.5m | Added +1.1m |
| NORGES BANK 0.02% of their portfolio | 2.8m $108.2m | Added +56.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.7m $103.8m | Added +46.9k |
| Invesco Ltd. 0.02% of their portfolio | 2.5m $98.8m | Reduced -70.8k |
| Legal & General Group Plc 0.02% of their portfolio | 2.0m $77.9m | Added +124.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 2.0m $77.0m | Added +338.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.9m $74.6m | Added +157.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $70.9m | Added +526.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.8m $70.1m | Added +12.8k |
| NFJ INVESTMENT GROUP, LLC 2.16% of their portfolio | 1.6m $64.3m | Reduced -330.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $57.6m | Reduced -49.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.70% of their portfolio | 1.2m $45.8m | Reduced -2.2m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $42.3m | Reduced -147.1k |
| M&G PLC 0.20% of their portfolio | 1.1m $41.3m | Added +22.9k |
| Brookfield Corp /ON/ 0.04% of their portfolio | 1.0m $40.9m | Added +122.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 859.2k $33.6m | Added +166.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 805.0k $31.5m | Added +53.4k |
| DEPRINCE RACE & ZOLLO INC 0.59% of their portfolio | 731.3k $28.6m | Added +67.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 731.1k $28.6m | Reduced -62.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 708.0k $27.7m | Added +28.2k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 633.6k $24.8m | Added +215.8k |
| UBS Group AG 0.01% of their portfolio | 628.1k $24.6m | Added +100.2k |
| APG Asset Management US Inc. 0.18% of their portfolio | 608.1k $23.8m | Reduced -232.6k |
| Retirement Systems of Alabama 0.09% of their portfolio | 595.6k $23.3m | Added +7.0k |
| WESTWOOD HOLDINGS GROUP INC 0.17% of their portfolio | 590.3k $23.1m | Added +23.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 551.8k $21.6m | Added +57.4k |
| Long Pond Capital, LP 1.37% of their portfolio | 528.6k $20.7m | Reduced -987.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.09% of their portfolio | 526.0k $20.6m | Added +153.1k |
| Nan Shan Life Insurance Co., Ltd. 0.48% of their portfolio | 517.6k $20.3m | Unchanged |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 509.2k $19.9m | Added +312.5k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 503.8k $19.7m | Reduced -178.9k |
| Argosy-Lionbridge Management, LLC 12.97% of their portfolio | 496.7k $19.4m | Added +68.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 479.5k $18.8m | Reduced -233.6k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 475.2k $18.6m | Added +30.7k |
| Zimmer Partners, LP 0.38% of their portfolio | 475.0k $18.6m | New |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 457.2k $17.9m | Reduced -46.9k |
| Alberta Investment Management Corp 0.12% of their portfolio | 441.2k $17.3m | Unchanged |
| Asset Management One Co., Ltd. 0.06% of their portfolio | 439.7k $17.2m | Reduced -6.9k |
| Swiss National Bank 0.01% of their portfolio | 430.9k $16.9m | Reduced -800 |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 420.0k $16.4m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.06% of their portfolio | 388.7k $15.2m | Reduced -2.1k |
| STRS OHIO 0.06% of their portfolio | 381.8k $14.9m | Added +87.4k |
| Sophron Capital Management L.P. 4.86% of their portfolio | 364.9k $14.3m | Reduced -23.4k |
| Davis Selected Advisers 0.08% of their portfolio | 363.6k $14.2m | Added +24.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 362.8k $14.2m | Added +76.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 353.2k $13.8m | Added +78.4k |
| CHILTON CAPITAL MANAGEMENT LLC 0.60% of their portfolio | 348.9k $13.8m | Added +23.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 348.4k $13.6m | Added +7.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 333.2k $13.0m | Reduced -30.4k |
| State of New Jersey Common Pension Fund D 0.06% of their portfolio | 332.7k $13.0m | Reduced -7.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 330.0k $12.9m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 322.5k $12.6m | Added +68.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio | 312.9k $12.3m | Added +13.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 308.2k $12.1m | Reduced -285.8k |
| PINEBRIDGE INVESTMENTS, L.P. 0.10% of their portfolio | 307.2k $12.0m | Reduced -26.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.12% of their portfolio | 274.5k $10.7m | Added +5.4k |
| REINHART PARTNERS, LLC. 0.39% of their portfolio | 271.7k $10.6m | Reduced -10.9k |
| New Age Alpha Advisors, LLC 0.46% of their portfolio | 261.5k $10.2m | Added +61.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 259.9k $10.2m | Reduced -46.1k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.11% of their portfolio | 258.9k $10.1m | Reduced -128.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 251.6k $9.8m | Added +8.5k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 251.3k $9.8m | Added +115 |
| WHITTIER TRUST CO 0.14% of their portfolio | 251.1k $9.8m | Added +235.0k |
| Gillson Capital LP 0.83% of their portfolio | 250.0k $9.8m | Reduced -180.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 249.4k $9.8m | Added +8.7k |
| BARCLAYS PLC 0.00% of their portfolio | 247.8k $9.7m | Reduced -33.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 232.3k $9.1m | Added +4.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 225.2k $8.8m | Reduced -18.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 215.0k $8.4m | Added +1.5k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 211.0k $8.3m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 209.3k $8.2m | Added +3.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 208.2k $8.2m | Added +1.7k |
| Edgestream Partners, L.P. 0.24% of their portfolio | 179.7k $7.0m | New |
| AXA S.A. 0.02% of their portfolio | 178.2k $7.0m | Reduced -43.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 176.6k $6.9m | Reduced -39.7k |
| Tidal Investments LLC 0.06% of their portfolio | 176.0k $6.9m | Reduced -31.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 170.4k $6.7m | Reduced -8.6k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 167.3k $6.5m | Reduced -10.0k |
| SUN LIFE FINANCIAL INC 0.40% of their portfolio | 160.4k $6.3m | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 157.6k $6.2m | Added +10.0k |