Rexford Industrial Realty, Inc. (REXR): A Bull Case Theory
We came across a bullish thesis on Rexford Industrial Realty, Inc. on High Yield Landlord’s Substack by Jussi Askola, CFA. In this article, we will summarize the bulls’ thesis on REXR.
Rexford Industrial Realty Inc. (REXR)
Market is closed
Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Soroban Capital Partners Eric W. Mandelblatt | 9,191,038 | $377,843,572 | 2.85% | |
| 2. | Argosy-Lionbridge Management Greg Morillo | 604,839 | $24,864,931 | 16.36% | |
| 3. | AQR Capital Management Cliff Asness | 584,948 | $24,047,219 | -17% | 0.02% |
| 4. | Citadel Investment Group Ken Griffin | 572,713 | $23,544,232 | +427% | 0% |
| 5. | Diamond Hill Capital Ric Dillon | 426,840 | $17,547,392 | -7% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.87 | 125 | $3,983.75 | 2,591 | 2018-10-31 | Filing | |
| $22.43 | 2,250 | $50,465.93 | 2,250 | 2018-11-16 | Filing | |
| $24.65 | 5,360 | $132,124.00 | 5,460 | 2016-11-09 | Filing | |
| $24.65 | 100 | $2,465.00 | 100 | 2016-11-08 | Filing | |
| $12.76 | 10,000 | $127,561.00 | 176,947 | 2015-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.06 | 18,750 | $751,085.63 | 583,538 | 2025-12-08 | Filing | |
| $41.61 | 20,318 | $845,383.22 | 602,288 | 2025-12-04 | Filing | |
| $41.51 | 7,400 | $307,165.12 | 622,606 | 2025-12-03 | Filing | |
| $41.50 | 10,650 | $442,008.02 | 630,006 | 2025-12-02 | Filing | |
| $36.87 | 26,449 | $975,108.51 | 0 | 2025-07-21 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,198,701 | $1,447,018,583 | 0.03% | |
| 2. | 32,324,159 | $1,328,846,177 | 0.02% | |
| 3. | 20,944,496 | $861,118,486 | 0.14% | |
| 4. | 11,849,539 | $492,126,330 | 0.02% | |
| 5. | 9,636,834 | $396,170,522 | 0.2% |
News See All
Rexford Industrial Realty, Inc. (NYSE:REXR) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to Rexford Industrial's Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Rexford Industrial Realty, Inc. (NYSE:REXR) Q1 2025 Earnings Call Transcript
Operator: Good morning and welcome to the Rexford Industrial Realty, Inc.'s First Quarter 2025 Earnings Conference Call. All participants are in a listen-only mode.
These 10 Dividend Stocks are Outperforming the Market in 2025
As in previous years, the dividend stocks are proving their value in 2025 by delivering returns at a comparatively higher rate than the benchmark index.
Rexford Industrial Realty, Inc. (NYSE:REXR) Q4 2024 Earnings Call Transcript
Operator: Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
Rexford Industrial Realty, Inc. (NYSE:REXR) Q3 2024 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.
8 High Growth Real Estate Stocks That Are Profitable in 2024
In the week ended October 4, the average contract rate on a 30-year fixed-rate mortgage rose 22 basis points as stated by the Mortgage Bankers Association which marks the highest weekly increase in more...
Rexford Industrial Realty, Inc. (NYSE:REXR) Q2 2024 Earnings Call Transcript
Operator: Thank you for standing by. My name is Mandeep, and I will be your operator today.
Rexford Industrial Realty (REXR) Fell Due to Multiple Concerns
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.
Rexford Industrial Realty, Inc. (NYSE:REXR) Q1 2024 Earnings Call Transcript
Rexford Industrial Realty, Inc. reports earnings inline with expectations. Reported EPS is $0.27 EPS, expectations were $0.27. Rexford Industrial Realty, Inc.
Hedge Fund Resource Center Billionaire Hedge Funds
