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 |
|---|---|---|---|---|---|---|
| $36.87 | 26,449 | $975,108.51 | 0 | 2025-07-21 | Filing | |
| $50.15 | 14,185 | $711,342.29 | 0 | 2024-09-10 | Filing | |
| $48.86 | 30,358 | $1,483,343.49 | 50,673 | 2024-07-26 | Filing | |
| $52.69 | 18,113 | $954,408.38 | 0 | 2024-02-12 | Filing | |
| $54.48 | 7,410 | $403,703.47 | 2,562 | 2023-07-28 | 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.
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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.
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Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.
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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.
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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.