Rexford Industrial Realty, Inc. (REXR)

In the past six months, several events have influenced Rexford Industrial Realty, Inc.'s stock price. As of February 6, 2026, the stock's closing price was $38.97. Its 52-week high was $44.38, and its 52-week low was $29.68. On February 4, 2026, Rexford Industrial announced its fourth-quarter and full-year 2025 financial results. Analyst ratings and price targets have seen adjustments. Insider selling also occurred, with CEO Michael S. Frankel selling 18,750 shares in December 2025. The company also announced strategic priorities in November, including reducing development exposure and targeting $400 million to $500 million in programmatic dispositions in 2026 to enhance cash flow quality.

The demand for Rexford Industrial Realty, Inc.'s products and services is characterized by consistently high demand and low supply over the long term. The market serves the regional consumption base in Southern California. The industrial real estate market in Southern California saw vacancy rates bottom in the third quarter of 2025, with expectations for rent growth to return, although improvements are still declining and are anticipated to bottom in 2026.

Rexford Industrial Realty, Inc. is a REIT focused on acquiring, owning, operating, and redeveloping industrial properties in Southern California's infill markets. The company operates in the Real Estate sector, specifically in the REIT - Industrial industry. As of September 30, 2025, Rexford Industrial's portfolio comprised 420 to 422 properties, encompassing approximately 50.9 million rentable square feet. The company provides property management and leasing services to related parties and third-party property owners. Its major products are industrial properties, including distribution centers, logistics facilities, warehouses, and light manufacturing spaces.

Rexford Industrial Realty, Inc.'s geographic footprint is exclusively concentrated in the infill markets of Southern California. This region is the world's fourth-largest industrial market and consistently experiences the highest demand with the lowest supply among major markets in the nation.

Rexford Industrial Realty, Inc.'s brand reputation, as reflected by analyst sentiment, indicates a "Hold" status with a consensus rating score of 2.08. News sentiment for the company is slightly positive, with a score of 0.76. Events that have impacted its reputation include the Q4 2025 earnings report and the company's announced strategic initiatives in November 2025.

Rexford Industrial Realty, Inc. is predominantly owned by institutional investors, who held 99.52% of the outstanding shares as of late 2025. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Price T Rowe Associates Inc /md/, Capital International Investors, State Street Corp, Principal Financial Group Inc, Soroban Capital Partners LP, VGSIX - Vanguard Real Estate Index Fund Investor Shares, Goldman Sachs Group Inc, and IJH - iShares Core S&P Mid-Cap ETF. Individual retail investors hold less than one percent of the company's shares.