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 ($5.6m this quarter). Holder counts are more reliable. Shares outstanding: 232.8m as of 2025-10-15, 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 ≈ $41.13. Options: 11 managers hold calls ($46.4m notional), 10 hold puts ($28.1m).
Trends to Q3 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 |
| Q3 2025 | 417 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 220 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $8.8m | $16.7m | 1.90 |
| Q1 2025 | $35.2m | $10.6m | 0.30 |
| Q2 2025 | $35.1m | $8.3m | 0.24 |
| Q3 2025 | $46.4m | $28.1m | 0.61 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +4.0m |
| BlackRock, Inc. | Added | +3.5m |
| MORGAN STANLEY | Added | +3.1m |
| MACQUARIE GROUP LTD | Added | +1.4m |
| BARCLAYS PLC | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.1m |
| CIBC WORLD MARKET INC. | New | +1.0m |
| BANK OF AMERICA CORP /DE/ | Added | +967.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +687.3k |
| UBS Group AG | Added | +680.7k |
Biggest sellers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -2.4m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | -1.8m |
| NOMURA HOLDINGS INC | Reduced | -1.8m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -1.3m |
| FMR LLC | Reduced | -1.2m |
| ROYAL BANK OF CANADA | Reduced | -920.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -758.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -702.5k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Sold out | -691.8k |
| NFJ INVESTMENT GROUP, LLC | Reduced | -636.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.7m308.1k shares |
| Twin Tree Management, LP | Reduced | $7.9m192.3k shares |
| CITADEL ADVISORS LLC | Reduced | $7.1m173.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.3m153.4k shares |
| LANDMARK INVESTMENT PARTNERS, L.P. | New | $4.6m112.2k shares |
| GROUP ONE TRADING LLC | Reduced | $2.7m66.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.3m31.8k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m29.2k shares |
| IMC-Chicago, LLC | New | $1.2m29.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.1m27.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.8m261.8k shares |
| PEAK6 LLC | Added | $6.3m152.8k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m69.5k shares |
| Twin Tree Management, LP | New | $2.4m57.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.6m39.7k shares |
| GROUP ONE TRADING LLC | Added | $1.3m32.8k shares |
| IMC-Chicago, LLC | Added | $1.1m27.7k shares |
| JANE STREET GROUP, LLC | Added | $855.1k20.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $473.6k11.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $369.0k9.0k 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 in Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 1 | $975.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-07-21 | Lanzer David E. General Counsel & Secretary | Sold | $975.2k26.4k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 35.2m $1.4bn | Added +3.5m |
| VANGUARD GROUP INC 0.02% of their portfolio | 32.3m $1.3bn | Reduced -136.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 27.7m $1.1bn | Added +1.1m |
| Capital International Investors 0.14% of their portfolio | 20.9m $861.1m | Reduced -8.3k |
| STATE STREET CORP 0.02% of their portfolio | 11.8m $492.1m | Reduced -57.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.20% of their portfolio | 9.6m $396.2m | Reduced -499.2k |
| Soroban Capital Partners LP 3.11% of their portfolio | 9.2m $377.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 8.1m $333.4m | Reduced -702.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 7.8m $319.7m | Added +4.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 7.6m $311.0m | Reduced -98.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.7m $192.9m | Added +165.9k |
| MORGAN STANLEY 0.01% of their portfolio | 4.4m $182.7m | Added +3.1m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.5m $144.7m | Added +20.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.4m $140.9m | Reduced -4.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.2m $132.2m | Added +58.2k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.25% of their portfolio | 3.0m $124.2m | Reduced -1.3m |
| Nuveen, LLC 0.03% of their portfolio | 3.0m $123.3m | Reduced -537.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.6m $107.5m | Added +967.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.22% of their portfolio | 2.5m $104.2m | Reduced -42.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.5m $102.7m | Reduced -122.2k |
| Legal & General Group Plc 0.02% of their portfolio | 2.4m $100.1m | Added +100.9k |
| FMR LLC 0.01% of their portfolio | 2.4m $99.7m | Reduced -1.2m |
| UBS Group AG 0.02% of their portfolio | 2.3m $95.3m | Added +680.7k |
| Invesco Ltd. 0.01% of their portfolio | 2.1m $84.7m | Reduced -108.0k |
| BARCLAYS PLC 0.03% of their portfolio | 2.0m $82.0m | Added +1.3m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.8m $73.5m | Reduced -35.0k |
| PGGM Investments 1.19% of their portfolio | 1.8m $73.4m | Reduced -568.1k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.7m $68.4m | Added +1.4m |
| NATIONAL BANK OF CANADA /FI/ 0.06% of their portfolio | 1.4m $56.3m | Added +300.0k |
| CIBC Bancorp USA Inc. 0.29% of their portfolio | 1.2m $47.8m | First filing |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.53% of their portfolio | 1.1m $46.6m | Reduced -1.8m |
| ANCHOR CAPITAL ADVISORS LLC 1.32% of their portfolio | 1.1m $45.7m | Reduced -23.8k |
| NFJ INVESTMENT GROUP, LLC 1.45% of their portfolio | 1.0m $42.3m | Reduced -636.5k |
| CIBC WORLD MARKET INC. 0.09% of their portfolio | 1.0m $41.1m | New |
| M&G PLC 0.20% of their portfolio | 917.0k $37.6m | Reduced -185.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 889.6k $36.6m | Added +687.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 867.8k $35.7m | Added +5.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 764.8k $31.4m | Reduced -18.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 730.0k $30.0m | Added +76.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 700.2k $28.8m | Reduced -920.9k |
| WESTWOOD HOLDINGS GROUP INC 0.20% of their portfolio | 694.7k $28.6m | Added +44.7k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 689.2k $28.3m | Reduced -46.0k |
| Alberta Investment Management Corp 0.18% of their portfolio | 612.2k $25.2m | Added +171.0k |
| State of Tennessee, Department of Treasury 0.08% of their portfolio | 609.9k $25.1m | Added +107.6k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 607.1k $25.0m | Added +38.3k |
| Argosy-Lionbridge Management, LLC 16.36% of their portfolio | 604.8k $24.9m | Unchanged |
| Retirement Systems of Alabama 0.08% of their portfolio | 604.1k $24.8m | Reduced -3.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.35% of their portfolio | 594.0k $24.4m | Reduced -207.9k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 584.9k $24.0m | Reduced -111.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 572.7k $23.5m | Added +463.9k |
| DEPRINCE RACE & ZOLLO INC 0.46% of their portfolio | 554.7k $22.8m | Reduced -9.2k |
| NOMURA HOLDINGS INC 0.10% of their portfolio | 547.7k $22.5m | Reduced -1.8m |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 544.1k $22.6m | Added +24.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 539.9k $22.2m | Added +449.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 518.8k $21.3m | Added +93.6k |
| Nan Shan Life Insurance Co., Ltd. 0.45% of their portfolio | 517.6k $21.3m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 515.5k $21.2m | Added +17.2k |
| Swiss National Bank 0.01% of their portfolio | 458.9k $18.9m | Added +7.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 439.6k $18.1m | Added +33.5k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% of their portfolio | 426.8k $17.5m | Reduced -30.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 421.3k $17.3m | Added +38.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 416.5k $17.1m | Added +24.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 409.2k $16.8m | Reduced -2.0k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 406.4k $16.7m | Added +122.2k |
| SG Americas Securities, LLC 0.06% of their portfolio | 402.2k $16.5m | Added +364.6k |
| Davis Selected Advisers 0.08% of their portfolio | 395.1k $16.2m | Added +20.1k |
| Coronation Fund Managers Ltd. 0.84% of their portfolio | 390.7k $16.1m | Added +118.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 389.7k $16.0m | Reduced -611.7k |
| WHITTIER TRUST CO 0.18% of their portfolio | 384.0k $16.0m | Added +89.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 374.9k $15.4m | Added +323.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 360.8k $14.8m | Reduced -396.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 354.0k $14.6m | Reduced -29.6k |
| APG Asset Management US Inc. 0.11% of their portfolio | 350.6k $14.7m | Added +213.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio | 343.5k $14.1m | Added +10.0k |
| CHILTON CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 342.2k $14.2m | Reduced -23.8k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 333.7k $13.7m | Reduced -5.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 329.6k $13.5m | Added +108.2k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 287.2k $11.8m | Added +2.0k |
| HighTower Advisors, LLC 0.01% of their portfolio | 280.2k $11.5m | Added +7.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 260.3k $10.7m | Added +1.5k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 244.7k $10.1m | Added +141.9k |
| REINHART PARTNERS, LLC. 0.32% of their portfolio | 238.5k $9.8m | Reduced -12.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 225.7k $9.3m | Added +52.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 224.1k $9.2m | Added +48 |
| New Age Alpha Advisors, LLC 0.38% of their portfolio | 222.5k $9.1m | Reduced -6.0k |
| Waterfront Capital Partners, LLC 5.97% of their portfolio | 221.8k $9.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 221.5k $9.1m | Added +277 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 217.0k $8.9m | Added +7.1k |
| Twin Tree Management, LP 0.41% of their portfolio | 215.5k $8.9m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 207.1k $8.5m | Reduced -15.7k |
| CITIGROUP INC 0.01% of their portfolio | 186.5k $7.7m | Reduced -36.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 178.7k $7.3m | Added +8.1k |
| SUN LIFE FINANCIAL INC 0.36% of their portfolio | 172.4k $7.1m | Unchanged |
| WHITTIER TRUST CO OF NEVADA INC 0.15% of their portfolio | 171.5k $7.1m | Added +48.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 159.2k $6.5m | Added +9.9k |
| Pacer Advisors, Inc. 0.02% of their portfolio | 154.7k $6.4m | Reduced -2.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 153.1k $6.3m | Reduced -3.3k |
| State of Alaska, Department of Revenue 0.06% of their portfolio | 141.3k $5.8m | Reduced -1.1k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 138.3k $5.7m | Added +903 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 134.4k $5.5m | Added +5.9k |