Market Cap
$8.1B
REXR
Rexford Industrial Realty, Inc.
$36.69 ▲ +1.86%
Prev close $36.02Market cap$8.1B
ConsensusHold
12-mo target$40.38 (+10.0%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (3 insiders)29 New Institutional Positions21 Institutional Exits Real Estate
Snapshot
The big-picture read on REXR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$6.0B
Inst. Activity
29 buys / 21 sells
Insider Activity
$486.8K buy / $2.0M sell
Insider Net $
-$1.5M
SEC Reports
3
Congressional
1 trades
Price chart 30d -0.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Jul 23, 2026 SEC Short Volume: REXR — 59.2% short (0.4M / 0.7M)
Short: 386,327 | Exempt: 53 | TRF Vol: 652,560 | Short Ratio: 59.2% | Off-exchange volume (dark pool
Rexford Industrial reported Q2 2026 Core FFO of $0.63 per diluted share, a 6.8% YoY increase and above the $0.60 consens
8-K — Impact 6/10
Rexford Industrial reported Q2 2026 Core FFO of $0.63 per share, a 6.8% YoY increase and a 143.8% beat vs the $0.26 cons
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
4,612,474 shares ($158.1M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
2,732,602 shares ($91.5M)
Jun 13, 2026 Insider
Nahas John surrendered for taxes 127 shares
Chief Operating Officer @ $35.09 ($4.5K)
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
Analyst ratings buy % +4.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 16, 2026 | Raymond James | UPGRADE | Market Perform | 54% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 31, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 19, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 6, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| Aug 3, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 16, 2026 | Barclays | MAINTAIN | Underweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 10 | 3 | 0 | 48% | |
| Aug 1, 2026 | 4 | 9 | 9 | 3 | 0 | 52% | |
| Jul 1, 2026 | 4 | 9 | 9 | 2 | 0 | 54% | |
| 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% |
Price targets
Where 16 covering analysts think REXR trades over the next 12 months.
$40.38 +10.0% upside Buy
Current$36.69 Low$36.00 Median$40.00 High$45.00 16 analysts
$36.00$45.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 0 neutral · avg impact 5.7/10.
MIXED8-K6/10
Rexford Industrial reported Q2 2026 Core FFO of $0.63 per diluted share, a 6.8% YoY increase and abo
Jul 23, 2026
MIXEDPRESS-RELEASE6/10
Rexford Industrial reported Q2 2026 Core FFO of $0.63 per share, a 6.8% YoY increase and a 143.8% be
Jul 23, 2026
BULLISHCLUSTER5/10
Two insiders at Rexford Industrial Realty purchased shares in the open market within the same week,
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: REXR — 59.2% short (0.4M / 0.7M)
Short: 386,327 | Exempt: 53 | TRF Vol: 652,560 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: REXR — 56.4% short (0.4M / 0.8M)
Short: 442,217 | Exempt: 0 | TRF Vol: 783,514 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: REXR — 63.7% short (0.4M / 0.6M)
Short: 391,986 | Exempt: 482 | TRF Vol: 615,264 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
earnings
Rexford Industrial Announces Dates for Third Quarter 2026 Earnings Release and Conference Call
LOS ANGELES, Sept. 28, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR) today announced that
Sep 28, 2026
short_volume
Short Volume: REXR — 73.7% short (0.4M / 0.5M)
Short: 396,199 | Exempt: 2,132 | TRF Vol: 537,475 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.26 | $0.23–$0.28 | 4.3% | +0.0% | — | $0.2B | 2 |
| Next Q | $0.28 | $0.22–$0.37 | -0.7% | +0.0% | — | $0.2B | 3 |
| Current FY | $0.98 | $0.98–$0.98 | -10.4% | +0.0% | — | $0.9B | 1 |
| Next FY | $0.99 | $0.95–$1.03 | 0.4% | +0.0% | 1↑ 0↓ | $0.9B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.258 | — |
| 7d ago | $0.258 | — |
| 30d ago | $0.258 | — |
| 60d ago | $0.235 | +0.023 |
| 90d ago | $0.258 | — |
Institutional ownership
Which big funds own REXR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.0B total value (178,304,592 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Capital. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 38,602,017 | $1.3B | 21.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,593,447 | $656.4M | 11.0% | — |
| Capital International Investors | 11,689,069 | $391.7M | 6.5% | — |
| STATE STREET CORP | 10,886,395 | $369.3M | 6.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 11,004,961 | $368.7M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,194,439 | $341.5M | 5.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6,415,162 | $223.1M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,801,260 | $160.9M | 2.7% | — |
| JPMORGAN CHASE & CO | 4,612,474 | $158.1M | 2.6% | ADD +63.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,568,745 | $119.6M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 2,817,608 | 4,612,474 | +63.7% | $158.1M |
| NORGES BANK | NEW | — | 2,732,602 | — | $91.5M |
| CITADEL ADVISORS LLC | ADD | 1,634,881 | 2,318,740 | +41.8% | $77.7M |
| Sumitomo Mitsui Trust Group, Inc. | ADD | 1,255,895 | 2,090,881 | +66.5% | $70.0M |
| UBS Group AG | DOUBLED | 712,252 | 1,700,141 | +138.7% | $57.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 3,972 | 1,654,665 | +41558.2% | $55.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,004,911 | 1,598,510 | +59.1% | $53.6M |
| MARSHALL WACE, LLP | DOUBLED | 318,569 | 1,407,561 | +341.8% | $47.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 351,368 | 1,129,728 | +221.5% | $37.8M |
| Hudson Bay Capital Management LP | NEW | — | 1,001,292 | — | $33.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 22 transactions. Net -$1.5M — $486.8K bought, $2.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 13, 2026 | Nahas John | Chief Operating Officer | TAX W/H | 127 | $35.09 | $4.5K |
| 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 | — | — |
Congressional trades
REXR trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for REXR.
Shares short
11,026,243
Settlement Sep 15, 2026
Change vs prior
+20.5%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈4.9%
Estimate — not % of float
All REXR filing & press-release reports (3)
- 8-K reportJul 23, 2026
- PRESS-RELEASE reportJul 23, 2026
- CLUSTER reportFeb 28, 2026