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 ($3.9m this quarter). Holder counts are more reliable. Shares outstanding: 236.7m as of 2025-07-16, 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 ≈ $35.61. Options: 10 managers hold calls ($35.1m notional), 12 hold puts ($8.3m).
Trends to Q2 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 |
| Q2 2025 | 405 |
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 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 |
| Q2 2025 | 253 | 165 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $15.0m | $9.6m | 0.64 |
| Q4 2024 | $8.8m | $16.7m | 1.90 |
| Q1 2025 | $35.2m | $10.6m | 0.30 |
| Q2 2025 | $35.1m | $8.3m | 0.24 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +7.0m |
| BlackRock, Inc. | Added | +4.1m |
| Soroban Capital Partners LP | Added | +3.3m |
| ROYAL LONDON ASSET MANAGEMENT LTD | New | +2.6m |
| NOMURA HOLDINGS INC | Added | +2.3m |
| VANGUARD GROUP INC | Added | +1.7m |
| ROYAL BANK OF CANADA | Added | +1.4m |
| ANCHOR CAPITAL ADVISORS LLC | New | +1.1m |
| NATIONAL BANK OF CANADA /FI/ | New | +1.1m |
| UBS Group AG | Added | +1.0m |
Biggest sellers
| RUSH ISLAND MANAGEMENT, LP | Sold out | -3.1m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -2.4m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -2.0m |
| Brookfield Corp /ON/ | Sold out | -1.0m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -964.6k |
| PGGM Investments | Reduced | -948.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -853.6k |
| FRANKLIN RESOURCES INC | Reduced | -709.9k |
| Long Pond Capital, LP | Sold out | -528.6k |
| Balyasny Asset Management L.P. | Sold out | -509.2k |
Biggest calls
| Twin Tree Management, LP | Unchanged | $7.4m208.6k shares |
| CITADEL ADVISORS LLC | Added | $7.4m207.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.7m189.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.1m144.1k shares |
| GROUP ONE TRADING LLC | Added | $3.2m88.9k shares |
| JANE STREET GROUP, LLC | Added | $2.5m69.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.3m37.9k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m33.6k shares |
| TUDOR INVESTMENT CORP ET AL | New | $234.8k6.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.0m85.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.6m44.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m29.2k shares |
| JANE STREET GROUP, LLC | Added | $661.6k18.6k shares |
| SIMPLEX TRADING, LLC | Added | $601.0k16.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $485.5k13.4k shares |
| IMC-Chicago, LLC | New | $391.3k11.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $281.0k7.9k shares |
| GROUP ONE TRADING LLC | Added | $224.1k6.3k shares |
| PEAK6 LLC | Added | $7.1k200 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 32.5m $1.2bn | Added +1.7m |
| BlackRock, Inc. 0.02% of their portfolio | 31.7m $1.1bn | Added +4.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.11% of their portfolio | 26.6m $945.8m | Reduced -853.6k |
| Capital International Investors 0.13% of their portfolio | 21.0m $745.4m | Reduced -35.1k |
| STATE STREET CORP 0.02% of their portfolio | 11.9m $428.5m | Added +556.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.19% of their portfolio | 10.1m $360.5m | Added +362.5k |
| Soroban Capital Partners LP 3.19% of their portfolio | 9.2m $326.9m | Added +3.3m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 8.8m $313.5m | Added +7.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 7.7m $272.6m | Reduced -88.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.5m $161.0m | Added +167.8k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.60% of their portfolio | 4.3m $153.9m | Reduced -480.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.7m $132.5m | Reduced -130.1k |
| FMR LLC 0.01% of their portfolio | 3.6m $128.9m | Added +514.6k |
| Nuveen, LLC 0.03% of their portfolio | 3.5m $125.8m | Reduced -196.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.5m $124.4m | Added +240.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.4m $122.1m | Added +78.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.2m $112.3m | Added +228.3k |
| NORGES BANK 0.01% of their portfolio | 2.9m $104.1m | Added +163.2k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.22% of their portfolio | 2.9m $104.0m | Reduced -150.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.6m $93.2m | Reduced -30.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.21% of their portfolio | 2.6m $91.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 2.4m $85.2m | Added +491.4k |
| PGGM Investments 1.45% of their portfolio | 2.4m $83.7m | Reduced -948.9k |
| Legal & General Group Plc 0.02% of their portfolio | 2.3m $83.0m | Added +344.3k |
| NOMURA HOLDINGS INC 0.67% of their portfolio | 2.3m $82.6m | Added +2.3m |
| Invesco Ltd. 0.01% of their portfolio | 2.2m $77.1m | Reduced -356.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.8m $64.8m | Added +33.3k |
| NFJ INVESTMENT GROUP, LLC 2.07% of their portfolio | 1.7m $59.2m | Added +22.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $58.6m | Added +566.5k |
| UBS Group AG 0.01% of their portfolio | 1.6m $58.3m | Added +1.0m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.6m $57.7m | Added +1.4m |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $46.5m | Reduced -162.5k |
| ANCHOR CAPITAL ADVISORS LLC 1.18% of their portfolio | 1.1m $40.4m | New |
| M&G PLC 0.22% of their portfolio | 1.1m $39.7m | Added +43.6k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 1.1m $38.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.0m $35.6m | Reduced -964.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 862.3k $30.7m | Added +3.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.43% of their portfolio | 801.9k $28.5m | Reduced -367.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 783.0k $27.9m | Reduced -22.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 758.3k $27.0m | Reduced -2.0m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 757.3k $26.9m | Reduced -2.4m |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 735.2k $26.2m | Added +27.2k |
| BARCLAYS PLC 0.01% of their portfolio | 725.3k $25.8m | Added +477.5k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 696.7k $24.8m | Added +578.4k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% of their portfolio | 691.8k $24.6m | New |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 654.0k $23.3m | Added +300.8k |
| WESTWOOD HOLDINGS GROUP INC 0.17% of their portfolio | 650.0k $23.1m | Added +59.7k |
| Retirement Systems of Alabama 0.08% of their portfolio | 607.2k $21.6m | Added +11.6k |
| Argosy-Lionbridge Management, LLC 14.87% of their portfolio | 604.8k $21.5m | Added +108.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 596.5k $21.2m | Reduced -37.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 568.8k $20.2m | Added +65.0k |
| DEPRINCE RACE & ZOLLO INC 0.42% of their portfolio | 563.9k $20.1m | Reduced -167.5k |
| CIBC WORLD MARKETS CORP 0.13% of their portfolio | 562.9k $20.0m | Added +499.3k |
| Land & Buildings Investment Management, LLC 3.98% of their portfolio | 561.1k $20.0m | New |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 519.4k $18.5m | Added +44.1k |
| Nan Shan Life Insurance Co., Ltd. 0.41% of their portfolio | 517.6k $18.4m | Unchanged |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 502.3k $17.9m | Added +82.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 498.3k $17.7m | Reduced -53.5k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% of their portfolio | 457.7k $16.3m | Reduced -68.3k |
| Swiss National Bank 0.01% of their portfolio | 451.2k $16.0m | Added +20.3k |
| Alberta Investment Management Corp 0.12% of their portfolio | 441.2k $15.7m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 425.2k $15.1m | Added +62.4k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.14% of their portfolio | 422.3k $15.0m | Added +163.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 411.1k $14.6m | Added +22.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 406.1k $14.4m | Added +57.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 392.1k $13.9m | Added +58.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 383.6k $13.6m | Added +53.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 383.1k $13.6m | Added +123.3k |
| Davis Selected Advisers 0.07% of their portfolio | 375.0k $13.3m | Added +11.4k |
| CHILTON CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 366.0k $13.1m | Added +17.1k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 339.6k $12.1m | Reduced -100.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 333.5k $11.9m | Added +20.6k |
| STRS OHIO 0.04% of their portfolio | 312.6k $11.1m | Reduced -69.3k |
| WHITTIER TRUST CO 0.13% of their portfolio | 294.1k $10.5m | Added +43.0k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 285.2k $10.1m | Reduced -47.5k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 284.2k $10.1m | Added +233.3k |
| HighTower Advisors, LLC 0.01% of their portfolio | 273.1k $9.7m | Added +254.4k |
| Coronation Fund Managers Ltd. 0.53% of their portfolio | 272.4k $9.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 258.8k $9.2m | Added +9.4k |
| REINHART PARTNERS, LLC. 0.30% of their portfolio | 250.9k $8.9m | Reduced -20.8k |
| PINEBRIDGE INVESTMENTS, L.P. 0.07% of their portfolio | 237.7k $8.5m | Reduced -69.6k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 237.6k $8.5m | Added +5.3k |
| New Age Alpha Advisors, LLC 0.36% of their portfolio | 228.4k $8.1m | Reduced -33.1k |
| Sophron Capital Management L.P. 2.44% of their portfolio | 224.2k $8.0m | Reduced -140.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 224.1k $8.0m | Added +14.8k |
| CITIGROUP INC 0.01% of their portfolio | 223.0k $7.9m | Added +109.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 222.7k $7.9m | Reduced -2.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 221.4k $7.9m | Reduced -258.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 221.2k $7.9m | Added +6.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 209.9k $7.5m | Added +1.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 208.5k $7.4m | Added +89.1k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 203.6k $7.2m | Reduced -7.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 202.2k $7.2m | Added +154.8k |
| Tidal Investments LLC 0.05% of their portfolio | 199.1k $7.1m | Added +23.1k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 173.3k $6.2m | Added +44.1k |
| SUN LIFE FINANCIAL INC 0.34% of their portfolio | 172.4k $6.1m | Added +11.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 170.6k $6.1m | Added +13.1k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 157.1k $5.6m | Reduced -401 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 156.5k $5.6m | Added +12.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 149.3k $5.3m | Added +940 |