REXR
Rexford Industrial Realty, Inc.
$35.09
+1.09%
$7.9B
No data for this timeframe.
Vol
Market Cap$7.9B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity20 buys / 26 sells
Insider Activity3B / 2S
Insider Net $-$1.5M
SEC Reports1
Congressional1 trades
Recent Activity
Jun 10, 2026
short_volume
Short Volume: REXR — 55.0% short (0.5M / 0.9M)
Short: 506,576 | Exempt: 333 | TRF Vol: 920,566 | Short Ratio: 55.0% | Off-exchange volume (dark poo
May 19, 2026
Insider
ANTIN ROBERT L was granted 4,855 shares
Director
May 19, 2026
Insider
STOCKERT DAVID P was granted 4,855 shares
Director
May 19, 2026
Insider
MORRIS DEBRA L was granted 4,855 shares
Director
Feb 28, 2026
SEC
Two insiders at Rexford Industrial Realty purchased shares in the open market within the same week, including CFO Michae
CLUSTER — Impact 5/10
Inst.
Capital International Investors — TRIM
14,469,042 shares ($473.6M)
Inst.
Soroban Capital Partners LP — TRIM
3,625,821 shares ($118.7M)
Feb 26, 2025
Congress
Daniel Webster sell
$15,001 - $50,000 — House
Price Targets
$39.44
+12.4% upside
Buy
Current $35.09
Low $35.00
Median $40.00
High $44.00
16 analysts
$35.00
$44.00
Analyst Ratings
4Strong Buy
8Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 10, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| May 21, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Mar 2, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.26 ▼ -2.2% | $0.26 — $0.27 | -10% YoY | 2 |
| Next Q | $0.26 ▼ -8.0% | $0.23 — $0.28 | 4% YoY | 2 |
| Current FY | $0.98 | $0.98 — $0.98 | -10% YoY | 1 |
| Next FY | $0.95 ▲ +1.3% | $0.95 — $0.95 | -4% YoY | 1 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.3B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $649.6M | — |
| Capital International Investors | $473.6M | TRIM |
| STATE STREET CORP | $373.9M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $338.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | ANTIN ROBERT | A | $0.00 |
| May 19, 2026 | STOCKERT DAVID | A | $0.00 |
| May 19, 2026 | MORRIS DEBRA | A | $0.00 |
| May 19, 2026 | ROSE TYLER | A | $0.00 |
| May 19, 2026 | Ingram Diana | A | $0.00 |
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Daniel Webster | R | SELL | $15,001 - $50,000 |
50 institutional holders with $4.8B total value (147,325,504 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Capital. Net selling activity: 26 institutions trimmed/exited vs 20 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 38,618,909 | $1.3B | 26.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19,848,138 | $649.6M | 13.4% | — |
| 3 | Capital International Investors | 14,469,042 | $473.6M | 9.8% | TRIM -30.6% |
| 4 | STATE STREET CORP | 11,277,076 | $373.9M | 7.7% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 10,346,804 | $338.7M | 7.0% | — |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,222,025 | $174.9M | 3.6% | — |
| 7 | Soroban Capital Partners LP | 3,625,821 | $118.7M | 2.5% | TRIM -60.6% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 3,581,987 | $117.2M | 2.4% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,465,661 | $113.4M | 2.3% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 2,731,625 | $89.4M | 1.8% | — |
| 11 | Legal & General Group Plc | 2,618,374 | $85.7M | 1.8% | — |
| 12 | MORGAN STANLEY | 2,550,850 | $83.5M | 1.7% | TRIM -26.5% |
| 13 | Nuveen, LLC | 2,313,132 | $75.7M | 1.6% | — |
| 14 | BANK OF AMERICA CORP /DE/ | 2,154,061 | $70.5M | 1.5% | — |
| 15 | JUPITER ASSET MANAGEMENT LTD | 1,788,277 | $58.5M | 1.2% | NEW |
| 16 | CITADEL ADVISORS LLC | 1,634,881 | $53.5M | 1.1% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 1,434,723 | $47.0M | 1.0% | — |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | 1,307,136 | $42.8M | 0.9% | NEW |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 1,255,895 | $41.1M | 0.9% | DOUBLED +288.1% |
| 20 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,157,445 | $37.9M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital International Investors | TRIM | 20,840,867 | 14,469,042 | -30.6% | $473.6M | 2026-Q1 |
| Soroban Capital Partners LP | TRIM | 9,191,038 | 3,625,821 | -60.6% | $118.7M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 1,788,277 | — | $58.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 1,307,136 | — | $42.8M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | DOUBLED | 323,592 | 1,255,895 | +288.1% | $41.1M | 2026-Q1 |
| Freestone Grove Partners LP | NEW | — | 632,076 | — | $20.7M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 1,071,238 | 629,386 | -41.2% | $20.6M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 935,111 | 580,797 | -37.9% | $19.0M | 2026-Q1 |
| M&G Plc | TRIM | 883,769 | 570,915 | -35.4% | $18.8M | 2026-Q1 |
| APG Asset Management US Inc. | ADD | 350,557 | 564,554 | +61.0% | $18.5M | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 2,339,525 | 519,519 | -77.8% | $17.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 489,385 | 352,051 | -28.1% | $11.5M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 351,368 | — | $11.5M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 28,920 | 331,368 | +1045.8% | $10.8M | 2026-Q1 |
| MARSHALL WACE, LLP | NEW | — | 318,569 | — | $10.4M | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 72,385 | 219,175 | +202.8% | $7.2M | 2026-Q1 |
| MACQUARIE GROUP LTD | NEAR_EXIT | 1,620,333 | 211,474 | -86.9% | $6.9M | 2026-Q1 |
| DAVIS SELECTED ADVISERS | TRIM | 344,830 | 209,610 | -39.2% | $6.9M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 68,168 | 127,235 | +86.6% | $4.2M | 2026-Q1 |
| FIL Ltd | TRIM | 111,288 | 81,718 | -26.6% | $2.7M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 58,115 | 76,973 | +32.4% | $2.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 2,040 | 67,547 | +3211.1% | $2.2M | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 186,875 | 60,022 | -67.9% | $2.0M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 21,536 | 54,084 | +151.1% | $1.8M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 36,440 | 50,948 | +39.8% | $1.7M | 2026-Q1 |
11 unique insiders with 20 transactions. Net insider value: -$1.5M ($486.8K bought, $2.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | ANTIN ROBERT L | Director | AWARD | 4,855 | — | — |
| May 19, 2026 | STOCKERT DAVID P | Director | AWARD | 4,855 | — | — |
| May 19, 2026 | MORRIS DEBRA L | Director | AWARD | 4,855 | — | — |
| May 19, 2026 | ROSE TYLER H | Director | AWARD | 4,855 | — | — |
| May 19, 2026 | Ingram Diana J | Director | AWARD | 4,855 | — | — |
| May 19, 2026 | Kleiman Angela L. | Director | AWARD | 4,855 | — | — |
| Apr 28, 2026 | Lanzer David E. | General Counsel & Secretary | SELL | 33,299 | $35.47 | $1.2M |
| Apr 24, 2026 | Lanzer David E. | General Counsel & Secretary | CONVERT | 33,299 | — | — |
| Apr 24, 2026 | Lanzer David E. | General Counsel & Secretary | EXERCISE | 30,998 | — | — |
| Apr 24, 2026 | Lanzer David E. | General Counsel & Secretary | EXERCISE | 30,998 | — | — |
| Apr 24, 2026 | Lanzer David E. | General Counsel & Secretary | EXERCISE | 2,301 | — | — |
| Apr 24, 2026 | Lanzer David E. | General Counsel & Secretary | CONVERT | 33,299 | — | — |
| Apr 9, 2026 | Schwimmer Howard | Director | TAX W/H | 281,813 | $34.28 | $9.7M |
| Apr 9, 2026 | Frankel Michael S. | Director | TAX W/H | 281,813 | $34.28 | $9.7M |
| Mar 17, 2026 | Frankel Michael S. | Co-CEO, Co-President | SELL | 23,132 | $35.29 | $816.4K |
| Feb 27, 2026 | CLARK LAURA E | Chief Operating Officer | BUY | 5,310 | $37.73 | $200.3K |
| Feb 27, 2026 | Fitzmaurice Michael | Chief Financial Officer | BUY | 2,650 | $37.55 | $99.5K |
| Feb 27, 2026 | STOCKERT DAVID P | Director | BUY | 5,000 | $37.39 | $187.0K |
| Feb 19, 2026 | Frankel Michael S. | Co-CEO, Co-President | AWARD | 61,058 | — | — |
| Feb 19, 2026 | Schwimmer Howard | Co-CEO, Co-President | AWARD | 61,058 | — | — |
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 24 analysts: 4 strong buy, 8 buy, 11 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$39.44 mean target
+12.4% upside
Buy (2.41)
$35.00 Low
$44.00 High
| Metric | Value |
|---|---|
| Current Price | $35.09 |
| Target Low | $35.00 |
| Target Mean | $39.44 |
| Target Median | $40.00 |
| Target High | $44.00 |
| # Analysts | 16 |
| Recommendation | Buy (2.41) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.26 | $0.26 | $0.27 | -9.8% | -2.2% | — | $0.2B | -3.8% | 2 |
| Next Q 2026-09-30 |
$0.26 | $0.23 | $0.28 | 4.3% | -8.0% | — | $0.2B | -5.0% | 2 |
| Current FY 2026-12-31 |
$0.98 | $0.98 | $0.98 | -10.4% | — | — | $1.0B | -3.7% | 1 |
| Next FY 2027-12-31 |
$0.95 | $0.95 | $0.95 | -3.9% | +1.3% | 1↑ 0↓ | $1.0B | 1.4% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.264 | |
| 7d ago | $0.270 | -0.006 |
| 30d ago | $0.270 | -0.006 |
| 60d ago | $0.270 | -0.006 |
| 90d ago | $0.270 | -0.006 |
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 10, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| May 21, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Feb 18, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 18, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 6, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 22, 2025 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 11 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 8 | 11 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 7 | 12 | 1 | 0 | 46% | |
| Mar 1, 2026 | 4 | 7 | 12 | 1 | 0 | 46% | |
| Feb 1, 2026 | 4 | 7 | 12 | 1 | 0 | 46% | |
| Jan 1, 2026 | 4 | 7 | 12 | 1 | 0 | 46% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 26, 2025 | Daniel Webster | R | HOUSE | SELL | $15,001 - $50,000 | Rexford Industrial Realty Inc | Jun 2, 2026 (462d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
short_volume
Short Volume: REXR — 55.0% short (0.5M / 0.9M)
Short: 506,576 | Exempt: 333 | TRF Vol: 920,566 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: REXR — 79.8% short (0.8M / 0.9M)
Short: 754,353 | Exempt: 53 | TRF Vol: 945,115 | Short Ratio: 79.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: REXR — 59.2% short (0.6M / 1.0M)
Short: 599,236 | Exempt: 352 | TRF Vol: 1,013,020 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: REXR — 70.7% short (0.5M / 0.7M)
Short: 494,526 | Exempt: 190 | TRF Vol: 699,527 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: REXR — 71.5% short (0.4M / 0.6M)
Short: 429,815 | Exempt: 12 | TRF Vol: 601,291 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: REXR — 1.9M shares, 38,640 trades
Week starting 2026-05-25. Total ATS volume: 1,914,118 shares across 38,640 trades.
May 19, 2026
short_volume
Short Volume: REXR — 71.0% short (0.4M / 0.5M)
Short: 381,916 | Exempt: 0 | TRF Vol: 538,006 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: REXR — 1.7M shares, 33,297 trades
Week starting 2026-05-18. Total ATS volume: 1,657,880 shares across 33,297 trades.
May 11, 2026
short_volume
Short Volume: REXR — 68.4% short (0.4M / 0.6M)
Short: 393,303 | Exempt: 0 | TRF Vol: 574,641 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: REXR — 2.3M shares, 41,493 trades
Week starting 2026-05-11. Total ATS volume: 2,279,575 shares across 41,493 trades.
May 7, 2026
short_volume
Short Volume: REXR — 58.2% short (0.3M / 0.6M)
Short: 347,543 | Exempt: 846 | TRF Vol: 597,463 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_interest
FTD: REXR — 19,205 shares ($0.7M) failed to deliver
Settlement: 20260505, Price: $35.14, FTD Value: $674,863.7, REXFORD INDL RLTY INC. COM
May 4, 2026
dark_pool
Dark Pool: REXR — 1.7M shares, 36,204 trades
Week starting 2026-05-04. Total ATS volume: 1,720,250 shares across 36,204 trades.
Apr 27, 2026
dark_pool
Dark Pool: REXR — 3.0M shares, 43,267 trades
Week starting 2026-04-27. Total ATS volume: 2,990,541 shares across 43,267 trades.
Apr 23, 2026
earnings_calendar
REXR Q1 2026 Earnings Scheduled — 2026-04-23