Rexford Industrial Realty, Inc. (REXR)

In the past six months, Rexford Industrial Realty, Inc.'s stock price has been impacted by several events. The company held earnings conference calls for Q3 2025 on October 16, 2025, and Q2 2025 on July 17, 2025. Rexford Industrial presented at the Bank of America Securities 2025 Global Real Estate Conference on September 10, 2025. David Stockert was appointed to the Board of Directors on November 25, 2025. On November 18, 2025, the company implemented a CEO succession plan and highlighted strategic and financial priorities. As of November 21, 2025, the stock price was $41.04 per share, a 4.29% decline from November 25, 2024. The stock's 52-week range is $29.68 to $44.38, with a consensus "Hold" rating and an average one-year price objective of $43.08.

Demand for Rexford Industrial Realty's industrial property leases exhibits some seasonality. Historically, specific periods of anticipated seasonal trends have been identified, such as going long during April, June, July, October, and November, and taking a short position during May. Management has noted that the "seasonal holiday season" typically contributes positively to demand through the end of the year due to replenishment needs. The infill Southern California market demonstrates superior long-term tenant demand driven by regional consumption and a large, diverse population.

Rexford Industrial Realty, Inc. (REXR) is a self-administered and self-managed full-service real estate investment trust (REIT) focused on owning, operating, and acquiring industrial properties. The company operates in the Real Estate sector, specifically in the REIT - Industrial industry, acquiring, owning, improving, redeveloping, leasing, and managing industrial real estate. As of September 30, 2025, Rexford Industrial's portfolio comprised 420 properties with approximately 50.9 million rentable square feet, emphasizing value creation through repositioning and redevelopment projects.

Rexford Industrial Realty, Inc. operates exclusively in infill Southern California markets, which is the world's fourth-largest industrial market, known for its high demand and low supply. As of September 30, 2025, all of Rexford Industrial's properties are located within this region.

Rexford Industrial Realty maintains a strong reputation within the industrial real estate sector, particularly in Southern California infill markets. The company is recognized for its expertise in identifying, acquiring, and repositioning undervalued assets, contributing to strong rental growth and high occupancy rates. The company has emphasized its commitment to creating value through investment, operation, and redevelopment of industrial properties, and there have been no widely reported negative events affecting its brand reputation in the past year.

Rexford Industrial Realty, Inc. is primarily owned by institutional shareholders, who hold approximately 110.48% of the stock, while insiders own about 0.95%, and retail investors hold 0.00%. Major institutional owners include BlackRock, Inc. (15.12%), Vanguard Group Inc (13.88%), and Price T Rowe Associates Inc /Md/ (11.88%). Other significant institutional holders include Capital International Investors, State Street Corp, Principal Financial Group Inc, Soroban Capital Partners LP, Goldman Sachs Group Inc, and Massachusetts Financial Services Co.