REXR

Rexford Industrial Realty In Cross-source read$38.04 2.81%
Real EstateCUSIP 76169C100· EOD Sep 11, 2026

Among active 13F managers last quarter, 9 opened and 23 added, while 17 reduced; the largest holder to move was Price T Rowe Associates Inc (−3.7%). Over the last 180 days, 1 insider sold and none bought, a net -$1.2M in open-market trades.

Tracked 13F holders
363
188 in Q2 2026 filings
13F value (tracked)
$6.9B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
32 adding · 17 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$1.2M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$38.04 2.81%5Y -37.3%
$28.17$42.80$57.43$72.06$86.6920212022202320242025202670246537554368432576369447243725366566471825882758260829498771007896954999331171016561
Hover for who · click for detailEnd-of-day closing prices52w $32.47 – $44.26

Who owns REXR?

363 tracked 13F filers · ranked by shares held

363 tracked 13F filers disclose a position in REXR as of the latest SEC 13F filings, a combined $6.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.38.6M
$1.3B
~0%
Reduced · −17K sh
Q2 2026
2Price T Rowe Associates Inc28.1M
$941.8M
−3.7%
Reduced · −1.1M sh
Q2 2026
3Vanguard Portfolio Management LLC19.6M
$656.4M
−1.3%
Reduced · −255K sh
Q2 2026
4Principal Financial Group Inc11.5M
$375.4M
−0.4%
Reduced · −48K sh
Q1 2026
5State Street Corp10.9M
$369.3M
−3.5%
Reduced · −391K sh
Q2 2026
6Vanguard Capital Management LLC10.2M
$341.5M
−1.5%
Reduced · −152K sh
Q2 2026
7Massachusetts Financial Services Co5.2M
$174.9M
−17%
Reduced · −1.0M sh
Q1 2026
8Geode Capital Management, LLC4.8M
$160.9M
−1.8%
Reduced · −89K sh
Q2 2026
9Dimensional Fund Advisors LP3.6M
$117.2M
+2.4%
Added · +85K sh
Q1 2026
10Charles Schwab Investment Management Inc3.5M
$113.4M
+4.2%
Added · +139K sh
Q1 2026
11Northern Trust Corp3.3M
$109.0M
−1.4%
Reduced · −47K sh
Q1 2026
12JPMorgan Chase & Co2.8M
$91.9M
+99%
Added · +1.4M sh
Q1 2026
13Centersquare Investment Management LLC2.7M
$91.4M
+10%
Added · +255K sh
Q2 2026
14Legal & General Group Plc2.6M
$85.7M
−4.2%
Reduced · −114K sh
Q1 2026
15Morgan Stanley2.6M
$83.5M
−22%
Reduced · −715K sh
Q1 2026
16Royal London Asset Management Ltd2.4M
$80.8M
−0.2%
Reduced · −6K sh
Q2 2026
17Citadel Advisors LLC2.3M
$77.7M
+42%
Added · +684K sh
Q2 2026
18Nuveen, LLC2.3M
$75.7M
−18%
Reduced · −515K sh
Q1 2026
19Bank Of America Corp2.2M
$70.5M
−3.8%
Reduced · −86K sh
Q1 2026
20Norges Bank1.9M
$73.8M
−35%
Reduced · −1.0M sh
Q4 2025
21GRS Advisors, LLC1.8M
$62.0M
New
+1.8M sh
Q2 2026
22Bank of New York Mellon Corp1.7M
$56.9M
−6.8%
Reduced · −128K sh
Q1 2026
23BNP Paribas Financial Markets1.4M
$46.5M
+55%
Added · +506K sh
Q1 2026
24Vanguard Fiduciary Trust Co1.4M
$47.6M
−1.0%
Reduced · −15K sh
Q2 2026
25Balyasny Asset Management L.P.1.3M
$42.8M
New
+1.3M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is REXR being bought or sold by institutions?

Last quarter, 9 funds opened a new position in REXR and 23 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
9
funds took a first position
Added
23
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own REXR also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT207 funds$269.2B
Nvidia CorpNVDA205 funds$423.3B
Alphabet Inc-CL AGOOGL204 funds$187.9B
Amazon.com IncAMZN203 funds$208.9B
Meta Platforms Inc-Class AMETA203 funds$109.6B
Eli Lilly & CoLLY202 funds$83.3B
Broadcom IncAVGO200 funds$167.6B
Visa Inc-Class A SharesV199 funds$59.8B
Mastercard Inc - AMA198 funds$54.7B
Costco Wholesale CorpCOST197 funds$37.1B
Apple IncAAPL196 funds$304.6B
JPMorgan Chase & CoJPM196 funds$67.5B

Ranked by how many of REXR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in REXR.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.2M
1 insider
Net · 180d
-$1.2M
1 open-market transaction
DateInsiderRoleActionSharesValue
Apr 28, 2026Lanzer David E.General Counsel & SecretarySell (S)33K$1.2M
Mar 17, 2026Frankel Michael S.Co-CEO, Co-President, DirectorSell (S)23K$816K
Feb 27, 2026Clark Laura EChief Operating OfficerBuy (P)5K$200K
Feb 27, 2026Stockert David PDirectorBuy (P)5K$187K
Feb 27, 2026Fitzmaurice MichaelChief Financial OfficerBuy (P)3K$100K
Dec 8, 2025Frankel Michael S.Co-CEO, Co-President, DirectorSell (S)19K$751K
Dec 4, 2025Frankel Michael S.Co-CEO, Co-President, DirectorSell (S)20K$845K
Dec 3, 2025Frankel Michael S.Co-CEO, Co-President, DirectorSell (S)7K$307K
Dec 2, 2025Frankel Michael S.Co-CEO, Co-President, DirectorSell (S)11K$442K
Jul 21, 2025Lanzer David E.General Counsel & SecretarySell (S)26K$975K
Sep 10, 2024Clark Laura EChief Financial OfficerSell (S)14K$711K
Jul 26, 2024Schwimmer HowardCo-CEO, Co-President, DirectorSell (S)30K$1.5M

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4345
Insiders
Form 4 open-market
01-$1.2M
US House
STOCK Act trades
00$0
Sector rotation
REXR is in Real Estate, which smart money is rotating OUT OF
$887.3M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

188 tracked filers in Q2 2026 filingsstill filing
0185369Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $977.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for REXR

Browse more

Build

Ask your agent what changed in REXR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/REXR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for REXR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for REXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.