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REXFORD INDL RLTY INC REXR

Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term.

Company profile

Business mix

  • The Company’s highly differentiated strategy enables internal and external growth opportunities through its proprietary value creation and asset management capabilities.
  • Rexford Industrial’s high-quality, irreplaceable portfolio comprised 419 properties with approximately 51.2 million rentable square feet occupied by a stable and diverse tenant base.
  • Structured as a real estate investment trust (REIT) listed on the New York Stock Exchange. Rexford Industrial is an S&P MidCap 400 Index member.
  • Rexford Industrial Realty, Inc. was incorporated on January 18th, 2013 and is based in Los Angeles, United States.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - industrial?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 0.2% $118.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $72.7M Estimated from net reduced shares
Net share change / base shares -38.0% -2,220,540 / 5,846,361
Soroban Capital Partners Eric Mandelblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 57.2% 13F value change +$98.0M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -60.6% 13F value change -$259.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,846,361 Last 4 periods -2,220,540 (-38.0%) Total shares 3,625,821 Value $118.7M

Recent mentions

No public mentions.