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REXR Rexford Industrial Realty Inc.

Real Estate, filed as REXFORD INDL RLTY INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $6.4M
  • 1 reduce 1 exit

In 2026 Q2 Christopher Davis trimmed Rexford Industrial Realty, and Eric Mandelblatt sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Christopher Davis, Davis Selected Advisers). Not free-float ownership.

  1. Christopher Davis Reduce 0.03%

Who owns REXR

Sorted by value, long equity only, as of 2026 Q2.

History
Christopher Davis, Davis Selected Advisers 0.03% Reduce −8.4% 191,960 $6.4M History
Eric Mandelblatt, Soroban Capital Partners exited 2026 Q2 Last 2026 Q1 0.23% Exit −0.23% 3,625,821 $119M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by REXR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All REXR insider trades
  • $487K bought by 3 insiders
  • $4.3M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. David E. Lanzer General Counsel & Secretary
    Sale
    $1.2M 33,299 shares at $35.47 100% of stake
    Traded Apr 28 Filed Apr 28
  2. Michael S. Frankel Co-CEO, Co-President
    Sale
    $816K 23,132 shares at $35.29 4% of stake
    Traded Mar 17 Filed Mar 18
  3. Laura E Clark COO
    Buy
    $200K 5,310 shares at $37.73 New stake
    Traded Feb 27 Filed Feb 27
  4. Michael Fitzmaurice CFO
    Buy
    $100K 2,650 shares at $37.55 +23% to stake
    Traded Feb 27 Filed Feb 27
  5. David P Stockert Director
    Buy
    $187K 5,000 shares at $37.39 +273% to stake
    Traded Feb 27 Filed Feb 27
  6. Michael S. Frankel Co-CEO, Co-President
    Sale
    $751K 18,750 shares at $40.06 3.1% of stake
    Traded Dec 8, 2025 Filed Dec 8, 2025
  7. Michael S. Frankel Co-CEO, Co-President
    Sale
    $1.6M 38,368 shares at $41.56 6% of stake
    Traded Dec 2–4 Filed Dec 4, 2025

Also filed in the last 12 months, not counted as buying or selling: 9 stock grants, 4 share withholdings for taxes, and 2 conversions.

Congress

1 member of Congress traded REXR in the last three years: 0 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Daniel Webster R-FL-11 Sell $15K–$50K Feb 26, 2025 filed Jun 1

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
8-K 2.02,7.01,9.01
8-K 2.01,7.01,9.01
8-K 1.01,7.01,9.01
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,9.01
8-K 5.07,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
10-Q
8-K 2.02,5.05,7.01,9.01
DEF 14A
SCHEDULE 13G/A —
8-K 5.02,7.01,9.01
10-K
SCHEDULE 13G —
8-K 2.02,7.01,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $682,000 $611,000 $589,000
Net income $238.02M $273.8M $212.03M
Net margin * 34899.7% 44812.1% 35998.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $10.93B $12.65B $12.61B
Total equity $7.77B $8.32B $8.46B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $427.55M $478.92M $542.08M
Cash from investing -$1.68B -$1.84B -$0.125B
Cash from financing $1.25B $1.38B -$0.307B
Net change in cash * -$3.34M $22.53M $109.81M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.