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 ($5.7m this quarter). Holder counts are more reliable. Shares outstanding: 225.7m as of 2026-04-24, 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 ≈ $32.77. Options: 8 managers hold calls ($7.2m notional), 9 hold puts ($24.2m).
Trends to Q1 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 |
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 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 |
| Q1 2026 | 220 | 209 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $35.1m | $8.3m | 0.24 |
| Q3 2025 | $46.4m | $28.1m | 0.61 |
| Q4 2025 | $8.5m | $17.8m | 2.08 |
| Q1 2026 | $7.2m | $24.2m | 3.39 |
Biggest buyers
| JUPITER ASSET MANAGEMENT LTD | New | +1.8m |
| JPMORGAN CHASE & CO | Added | +1.4m |
| Balyasny Asset Management L.P. | New | +1.3m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | New | +980.7k |
| Sumitomo Mitsui Trust Group, Inc. | Added | +932.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +851.4k |
| Freestone Grove Partners LP | New | +632.1k |
| BlackRock, Inc. | Added | +612.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +572.9k |
Biggest sellers
| Capital International Investors | Reduced | -6.4m |
| Soroban Capital Partners LP | Reduced | -5.6m |
| NATIONAL BANK OF CANADA /FI/ | Sold out | -2.1m |
| FMR LLC | Reduced | -1.8m |
| MACQUARIE GROUP LTD | Reduced | -1.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.0m |
| CIBC WORLD MARKET INC. | Reduced | -959.2k |
| NOMURA HOLDINGS INC | Sold out | -865.1k |
| WESTWOOD HOLDINGS GROUP INC | Sold out | -807.2k |
Biggest calls
| Twin Tree Management, LP | New | $3.6m109.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m45.6k shares |
| JANE STREET GROUP, LLC | Reduced | $893.5k27.3k shares |
| GROUP ONE TRADING LLC | Reduced | $438.6k13.4k shares |
| CITADEL ADVISORS LLC | Reduced | $353.5k10.8k shares |
| IMC-Chicago, LLC | New | $301.1k9.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $81.8k2.5k shares |
| Pasadena Private Wealth, LLC | Unchanged | $18.1k6.5k shares |
Biggest puts
| Parallax Volatility Advisers, L.P. | New | $11.2m340.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.2m158.7k shares |
| Twin Tree Management, LP | Added | $2.2m66.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.0m59.6k shares |
| PEAK6 LLC | Reduced | $1.4m42.4k shares |
| CITADEL ADVISORS LLC | Reduced | $909.9k27.8k shares |
| IMC-Chicago, LLC | Reduced | $834.6k25.5k shares |
| GROUP ONE TRADING LLC | Reduced | $612.1k18.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $29.5k900 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2026 | 3 | $486.8k | 1 | $816.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-17 | Frankel Michael S. Co-CEO, Co-President, director | Sold | $816.3k23.1k shares |
| 2026-02-27 | CLARK LAURA E Chief Operating Officer | Bought | $200.3k5.3k shares |
| 2026-02-27 | STOCKERT DAVID P Director | Bought | $186.9k5.0k shares |
| 2026-02-27 | Fitzmaurice Michael Chief Financial Officer | Bought | $99.5k2.6k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 38.6m $1.3bn | Added +612.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.11% of their portfolio | 29.2m $955.3m | Added +851.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 19.8m $649.6m | First filing |
| Capital International Investors 0.11% of their portfolio | 14.5m $473.6m | Reduced -6.4m |
| PRINCIPAL FINANCIAL GROUP INC 0.20% of their portfolio | 11.5m $375.4m | Reduced -48.0k |
| STATE STREET CORP 0.01% of their portfolio | 11.3m $373.9m | Reduced -207.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.3m $338.7m | First filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 5.2m $174.9m | Reduced -1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.9m $160.1m | Added +245.8k |
| Soroban Capital Partners LP 0.85% of their portfolio | 3.6m $118.7m | Reduced -5.6m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.6m $117.2m | Added +85.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.5m $113.4m | Added +138.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.3m $109.0m | Reduced -46.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $91.9m | Added +1.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.7m $89.4m | Added +247.5k |
| Legal & General Group Plc 0.02% of their portfolio | 2.6m $85.7m | Reduced -113.5k |
| MORGAN STANLEY 0.01% of their portfolio | 2.6m $83.5m | Reduced -715.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.84% of their portfolio | 2.5m $80.9m | Reduced -389.6k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.17% of their portfolio | 2.4m $78.8m | Reduced -55.0k |
| Nuveen, LLC 0.02% of their portfolio | 2.3m $75.7m | Reduced -515.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.2m $70.5m | Reduced -85.6k |
| JUPITER ASSET MANAGEMENT LTD 0.31% of their portfolio | 1.8m $58.5m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $56.9m | Reduced -127.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.6m $53.5m | Added +1.2m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.4m $47.0m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.4m $46.5m | Added +506.3k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 1.3m $42.8m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 1.3m $41.1m | Added +932.3k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.39% of their portfolio | 1.2m $37.9m | Added +11.8k |
| ANCHOR CAPITAL ADVISORS LLC 1.00% of their portfolio | 1.1m $35.1m | Reduced -9.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $32.9m | Reduced -1.2m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.27% of their portfolio | 980.7k $32.1m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 860.1k $27.9m | Added +290.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 830.1k $27.2m | Added +15.2k |
| PGGM Investments 0.47% of their portfolio | 823.7k $27.0m | Reduced -158.1k |
| Engineers Gate Manager LP 0.32% of their portfolio | 793.0k $26.0m | Added +129.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 744.8k $24.4m | Added +572.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 734.3k $24.0m | Reduced -27.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 731.8k $24.0m | Added +33.0k |
| UBS Group AG 0.00% of their portfolio | 712.3k $23.3m | Reduced -148.2k |
| Alberta Investment Management Corp 0.14% of their portfolio | 685.5k $22.4m | Unchanged |
| State of Tennessee, Department of Treasury 0.07% of their portfolio | 669.4k $21.9m | Added +58.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 662.5k $21.7m | Added +6.0k |
| Freestone Grove Partners LP 0.15% of their portfolio | 632.1k $20.7m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 629.4k $20.6m | Reduced -441.9k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.29% of their portfolio | 605.2k $19.8m | Added +2.2k |
| Argosy-Lionbridge Management, LLC 13.86% of their portfolio | 603.7k $19.8m | Added +65.0k |
| Retirement Systems of Alabama 0.07% of their portfolio | 600.8k $19.7m | Added +3.4k |
| Invesco Ltd. 0.00% of their portfolio | 586.2k $19.2m | Reduced -19.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 580.8k $19.0m | Reduced -354.3k |
| M&G PLC 0.10% of their portfolio | 570.9k $18.8m | Reduced -312.9k |
| APG Asset Management US Inc. 0.14% of their portfolio | 564.6k $18.5m | Added +214.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 549.3k $18.0m | Reduced -118.2k |
| FMR LLC 0.00% of their portfolio | 519.5k $17.0m | Reduced -1.8m |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 515.4k $16.9m | Reduced -3.6k |
| ALGERT GLOBAL LLC 0.24% of their portfolio | 485.1k $15.9m | Added +346.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 478.8k $15.7m | Reduced -128.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 460.8k $15.1m | Added +11.0k |
| Swiss National Bank 0.01% of their portfolio | 460.6k $15.1m | Reduced -6.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 449.1k $14.7m | Added +19.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 445.5k $14.6m | Added +52.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 432.8k $14.2m | Reduced -342.9k |
| Coronation Fund Managers Ltd. 0.61% of their portfolio | 409.7k $13.4m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 402.5k $13.2m | Added +2.7k |
| AEW CAPITAL MANAGEMENT L P 0.95% of their portfolio | 399.2k $13.1m | Added +394.0k |
| CITIGROUP INC 0.01% of their portfolio | 398.2k $13.0m | Added +134.7k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% of their portfolio | 387.8k $12.7m | Reduced -39.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 374.1k $12.2m | Added +46.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 360.8k $11.8m | Unchanged |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 357.7k $11.7m | Added +7.9k |
| Sophron Capital Management L.P. 3.45% of their portfolio | 357.4k $11.7m | Added +171.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 352.1k $11.5m | Reduced -137.3k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 351.4k $11.5m | Reduced -69.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 351.4k $11.5m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 343.8k $11.3m | Reduced -53.1k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 342.1k $11.1m | Added +338.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 331.4k $10.8m | Added +302.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 328.4k $12.7m | Reduced -76.9k |
| Schonfeld Strategic Advisors LLC 0.09% of their portfolio | 320.8k $10.5m | Added +315.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 318.6k $10.4m | New |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 317.1k $10.4m | Reduced -11.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 276.2k $9.0m | Added +48.4k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 276.0k $9.0m | Added +2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 273.4k $8.9m | Added +48.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 271.4k $8.9m | New |
| HighTower Advisors, LLC 0.01% of their portfolio | 270.2k $8.8m | Reduced -10.7k |
| BARCLAYS PLC 0.00% of their portfolio | 255.5k $8.4m | Added +67.0k |
| Creative Planning 0.01% of their portfolio | 247.8k $8.1m | Added +145.4k |
| WOLVERINE ASSET MANAGEMENT LLC 0.11% of their portfolio | 219.2k $7.2m | Added +146.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 217.1k $7.1m | First filing |
| Vanguard Investments Australia, Ltd. 0.02% of their portfolio | 212.1k $6.9m | First filing |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 211.5k $6.9m | Reduced -1.4m |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 211.2k $6.9m | Reduced -7.7k |
| Davis Selected Advisers 0.03% of their portfolio | 209.6k $6.9m | Reduced -135.2k |
| New Age Alpha Advisors, LLC 0.31% of their portfolio | 199.4k $6.5m | Reduced -2.1k |
| EASTERLY INVESTMENT PARTNERS LLC 0.49% of their portfolio | 195.5k $6.4m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 187.1k $6.1m | Added +3.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 180.6k $5.8m | Reduced -7.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 177.3k $5.8m | Added +15.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 171.4k $5.6m | Reduced -84.1k |