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 ($38.6m this quarter). Holder counts are more reliable. Shares outstanding: 231.8m as of 2026-02-06, 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 ≈ $38.84. Options: 7 managers hold calls ($8.5m notional), 9 hold puts ($17.8m).
Trends to Q4 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 |
| Q4 2025 | 422 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 195 | 184 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $35.2m | $10.6m | 0.30 |
| Q2 2025 | $35.1m | $8.3m | 0.24 |
| Q3 2025 | $46.4m | $28.1m | 0.61 |
| Q4 2025 | $8.5m | $17.8m | 2.08 |
Biggest buyers
| BlackRock, Inc. | Added | +2.8m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +1.9m |
| NATIONAL BANK OF CANADA /FI/ | Added | +728.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +667.6k |
| Engineers Gate Manager LP | Added | +612.8k |
| TUDOR INVESTMENT CORP ET AL | New | +468.4k |
| HSBC HOLDINGS PLC | Added | +446.1k |
| Hudson Bay Capital Management LP | New | +395.4k |
| Connor, Clark & Lunn Investment Management Ltd. | New | +327.2k |
| NOMURA HOLDINGS INC | Added | +317.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -6.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -5.9m |
| BARCLAYS PLC | Reduced | -1.8m |
| UBS Group AG | Reduced | -1.5m |
| Invesco Ltd. | Reduced | -1.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.3m |
| MORGAN STANLEY | Reduced | -1.2m |
| NFJ INVESTMENT GROUP, LLC | Sold out | -1.0m |
| PGGM Investments | Reduced | -804.0k |
| ROYAL BANK OF CANADA | Reduced | -444.7k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $3.6m91.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m47.0k shares |
| LANDMARK INVESTMENT PARTNERS, L.P. | Reduced | $1.4m35.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $712.4k18.4k shares |
| GROUP ONE TRADING LLC | Reduced | $685.3k17.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $360.1k9.3k shares |
| Pasadena Private Wealth, LLC | New | $28.9k6.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.0m154.5k shares |
| PEAK6 LLC | Reduced | $3.3m84.8k shares |
| JANE STREET GROUP, LLC | Added | $2.4m61.7k shares |
| Twin Tree Management, LP | Added | $2.4m61.2k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m36.9k shares |
| IMC-Chicago, LLC | Added | $1.2m31.6k shares |
| GROUP ONE TRADING LLC | Reduced | $886.7k22.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $197.5k5.1k shares |
| SUMMIT SECURITIES GROUP LLC | New | $23.2k600 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2025 | 0 | — | 1 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-08 | Frankel Michael S. Co-CEO, Co-President, director | Sold | $751.1k18.8k shares |
| 2025-12-04 | Frankel Michael S. Co-CEO, Co-President, director | Sold | $845.4k20.3k shares |
| 2025-12-03 | Frankel Michael S. Co-CEO, Co-President, director | Sold | $307.2k7.4k shares |
| 2025-12-02 | Frankel Michael S. Co-CEO, Co-President, director | Sold | $442.0k10.7k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 38.0m $1.5bn | Added +2.8m |
| VANGUARD GROUP INC 0.02% of their portfolio | 31.9m $1.2bn | Reduced -393.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 28.3m $1.1bn | Added +667.6k |
| Capital International Investors 0.13% of their portfolio | 20.8m $807.1m | Reduced -103.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 11.5m $446.0m | Added +1.9m |
| STATE STREET CORP 0.02% of their portfolio | 11.5m $449.5m | Reduced -365.0k |
| Soroban Capital Partners LP 2.76% of their portfolio | 9.2m $377.8m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 6.3m $242.3m | Reduced -1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.6m $179.9m | Reduced -46.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.5m $135.4m | Added +70.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.4m $130.8m | Reduced -140.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.3m $128.8m | Added +110.4k |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $126.5m | Reduced -1.2m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.09% of their portfolio | 2.9m $110.8m | Reduced -159.8k |
| Nuveen, LLC 0.03% of their portfolio | 2.8m $109.5m | Reduced -171.2k |
| Legal & General Group Plc 0.02% of their portfolio | 2.7m $105.8m | Added +296.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.5m $96.2m | Reduced -14.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.20% of their portfolio | 2.5m $95.7m | Reduced -62.8k |
| FMR LLC 0.00% of their portfolio | 2.3m $90.6m | Reduced -85.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.2m $86.7m | Reduced -375.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.2m $85.4m | Reduced -5.9m |
| NATIONAL BANK OF CANADA /FI/ 0.08% of their portfolio | 2.1m $81.2m | Added +728.0k |
| NORGES BANK 0.01% of their portfolio | 1.9m $73.8m | Not comparable |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.9m $72.3m | Added +78.0k |
| MACQUARIE GROUP LTD 0.27% of their portfolio | 1.6m $62.7m | Reduced -44.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $54.8m | Reduced -6.4m |
| CIBC WORLD MARKETS CORP 0.23% of their portfolio | 1.2m $44.9m | First filing |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.50% of their portfolio | 1.1m $44.4m | Added +11.6k |
| ANCHOR CAPITAL ADVISORS LLC 1.21% of their portfolio | 1.1m $41.8m | Reduced -30.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 1.1m $41.5m | First filing |
| CIBC WORLD MARKET INC. 0.07% of their portfolio | 1.0m $38.7m | Unchanged |
| PGGM Investments 0.60% of their portfolio | 981.8k $38.0m | Reduced -804.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 935.1k $36.2m | Added +67.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 914.9k $35.4m | Added +25.3k |
| M&G PLC 0.18% of their portfolio | 883.8k $34.5m | Reduced -33.2k |
| NOMURA HOLDINGS INC 0.10% of their portfolio | 865.1k $33.5m | Added +317.5k |
| UBS Group AG 0.01% of their portfolio | 860.5k $33.3m | Reduced -1.5m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 814.9k $31.6m | Added +50.1k |
| WESTWOOD HOLDINGS GROUP INC 0.25% of their portfolio | 807.2k $31.3m | Added +112.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 775.7k $30.0m | Added +446.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 761.4k $29.5m | Added +31.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 698.8k $27.1m | Added +183.2k |
| Alberta Investment Management Corp 0.16% of their portfolio | 685.5k $26.5m | Added +73.3k |
| SG Americas Securities, LLC 0.03% of their portfolio | 667.4k $25.8m | Added +265.2k |
| Engineers Gate Manager LP 0.30% of their portfolio | 663.5k $25.7m | Added +612.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 656.5k $25.4m | Reduced -32.7k |
| State of Tennessee, Department of Treasury 0.08% of their portfolio | 611.2k $24.8m | Added +1.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 606.9k $23.5m | Reduced -201 |
| Invesco Ltd. 0.00% of their portfolio | 605.4k $23.4m | Reduced -1.5m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.34% of their portfolio | 603.0k $23.3m | Added +9.0k |
| Retirement Systems of Alabama 0.08% of their portfolio | 597.4k $23.1m | Reduced -6.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 569.4k $22.0m | Reduced -15.5k |
| DEPRINCE RACE & ZOLLO INC 0.42% of their portfolio | 562.5k $21.8m | Added +7.8k |
| Argosy-Lionbridge Management, LLC 13.19% of their portfolio | 538.7k $20.9m | Reduced -66.2k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 519.0k $20.1m | Reduced -25.1k |
| Nan Shan Life Insurance Co., Ltd. 0.62% of their portfolio | 517.6k $20.0m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 489.4k $18.9m | Reduced -29.4k |
| TUDOR INVESTMENT CORP ET AL 0.10% of their portfolio | 468.4k $18.1m | New |
| Swiss National Bank 0.01% of their portfolio | 466.7k $18.1m | Added +7.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 449.8k $17.4m | Added +10.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 434.9k $16.8m | Reduced -137.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 430.1k $16.7m | Added +8.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% of their portfolio | 426.8k $16.5m | Unchanged |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 421.4k $16.3m | Added +15.0k |
| Coronation Fund Managers Ltd. 0.71% of their portfolio | 409.7k $15.9m | Added +19.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 405.2k $15.7m | Added +15.6k |
| WHITTIER TRUST CO 0.17% of their portfolio | 403.9k $15.7m | Added +20.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 399.8k $15.8m | Added +45.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 396.9k $15.4m | Reduced -12.3k |
| Hudson Bay Capital Management LP 0.09% of their portfolio | 395.4k $15.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 393.5k $15.4m | Reduced -23.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 360.8k $14.0m | Unchanged |
| APG Asset Management US Inc. 0.11% of their portfolio | 350.6k $13.6m | Unchanged |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 349.9k $13.5m | Added +6.3k |
| Davis Selected Advisers 0.06% of their portfolio | 344.8k $13.4m | Reduced -50.3k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 328.4k $12.8m | Reduced -5.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 327.2k $12.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 323.6k $12.5m | Added +63.3k |
| CHILTON CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 309.6k $12.1m | Reduced -32.6k |
| HighTower Advisors, LLC 0.01% of their portfolio | 280.9k $10.9m | Added +739 |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 273.2k $10.6m | Reduced -14.0k |
| CITIGROUP INC 0.01% of their portfolio | 263.5k $10.2m | Added +77.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 255.5k $9.9m | Reduced -444.7k |
| Apollo Management Holdings, L.P. 0.09% of their portfolio | 233.1k $9.0m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 227.8k $8.8m | Added +2.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 225.0k $8.7m | Added +880 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 218.9k $8.5m | Reduced -2.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 207.5k $8.0m | New |
| New Age Alpha Advisors, LLC 0.34% of their portfolio | 201.5k $7.8m | Reduced -20.9k |
| XTX Topco Ltd 0.20% of their portfolio | 199.7k $7.7m | Added +190.9k |
| BARCLAYS PLC 0.00% of their portfolio | 188.5k $7.3m | Reduced -1.8m |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 187.8k $7.3m | Reduced -29.2k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 186.9k $7.2m | Reduced -57.8k |
| Sophron Capital Management L.P. 2.31% of their portfolio | 185.9k $7.2m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 183.3k $7.2m | Added +4.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 180.0k $7.0m | Added +170.0k |
| WHITTIER TRUST CO OF NEVADA INC 0.14% of their portfolio | 173.4k $6.7m | Added +1.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 171.8k $6.7m | Reduced -203.1k |
| REINHART PARTNERS, LLC. 0.20% of their portfolio | 171.2k $6.6m | Reduced -67.3k |
| Edgestream Partners, L.P. 0.19% of their portfolio | 171.1k $6.6m | New |