Rexford Industrial Realty, Inc.
In the published model solve dated 2026-Q2, anchored at $37.04, Rexford Industrial Realty, Inc. (REXR) is priced for +0.7% AFFO growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Rexford owns industrial property packed into Southern California's infill markets, the warehouse and distribution space wedged between freeways and ports where almost nothing new can be built, and that scarcity is the entire investment thesis. • The near-term risk is real and showing up now: cash re-leasing spreads turned negative 15.4% in Q1 2026 as the SoCal industrial market softened, with negative net absorption and rising concessions, so the mark-to-market engine that drove years of growt
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414 institutional managers reported holding REXR in 13F filings for the quarter ended 2026-03-31. 59 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 10.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
REXR's share count grew 70% over the past five years even with $450.24M spent on repurchases. It pays a dividend, and has paid one every year in our records (12 and counting), raised 10 years straight; the current rate is $1.72 a share annually. Cash returned over the past three years: $1.01B in dividends and $450.24M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at REXR over the trailing three years: 2026: 3 buys totaling $487k. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
REXR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-25 | +1.8% | -10.8% |
| 2023-10-24 | -8.0% | +30.4% |
| 2024-02-13 | -1.6% | -13.4% |
| 2024-04-23 | -3.3% | +1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
REXR's latest 8-K filings: 2026-07-23 (items 2.02, 7.01, 9.01); 2026-05-21 (items 5.07, 9.01); 2026-04-23 (items 2.02, 5.05, 7.01, 9.01); 2026-02-26 (items 5.02, 7.01, 9.01); 2026-02-04 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.