Walleye Capital LLC Buys Shares of 14,242 Rexford Industrial Realty, Inc. $REXR

Posted by Geri Gentry on Jul 25th, 2026

Walleye Capital LLC purchased a new position in shares of Rexford Industrial Realty, Inc. (NYSE:REXR – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,242 shares of the real estate investment trust’s stock, valued at approximately $466,000.

Other hedge funds have also made changes to their positions in the company. V Square Quantitative Management LLC purchased a new position in shares of Rexford Industrial Realty in the fourth quarter valued at approximately $31,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Rexford Industrial Realty in the first quarter valued at approximately $33,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in Rexford Industrial Realty during the 4th quarter worth approximately $34,000. Wiser Advisor Group LLC purchased a new stake in Rexford Industrial Realty during the 3rd quarter worth approximately $34,000. Finally, Allworth Financial LP lifted its holdings in Rexford Industrial Realty by 140.3% during the 3rd quarter. Allworth Financial LP now owns 983 shares of the real estate investment trust’s stock worth $40,000 after buying an additional 574 shares in the last quarter. Institutional investors and hedge funds own 99.52% of the company’s stock.

Insider Buying and Selling

In related news, General Counsel David E. Lanzer sold 33,299 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $35.47, for a total value of $1,181,115.53. Following the transaction, the general counsel owned 33,299 shares of the company’s stock, valued at $1,181,115.53. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 1.80% of the stock is owned by company insiders.

Analyst Ratings Changes

Several brokerages have commented on REXR. Wall Street Zen cut shares of Rexford Industrial Realty from a “hold” rating to a “sell” rating in a research report on Monday, July 20th. Weiss Ratings raised Rexford Industrial Realty from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, July 15th. Mizuho decreased their target price on Rexford Industrial Realty from $38.00 to $35.00 and set a “neutral” rating for the company in a report on Wednesday, June 10th. Wells Fargo & Company lowered their target price on Rexford Industrial Realty from $45.00 to $44.00 and set an “overweight” rating for the company in a research note on Monday, June 1st. Finally, Evercore upgraded Rexford Industrial Realty from an “in-line” rating to an “outperform” rating and set a $40.00 price target on the stock in a report on Monday, April 13th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $40.38.

Get Our Latest Report on Rexford Industrial Realty

Rexford Industrial Realty Trading Up 8.2%

NYSE REXR opened at $38.93 on Friday. The company has a quick ratio of 1.50, a current ratio of 1.50 and a debt-to-equity ratio of 0.38. Rexford Industrial Realty, Inc. has a 52 week low of $32.14 and a 52 week high of $44.38. The stock has a market capitalization of $8.79 billion, a PE ratio of -21.51, a price-to-earnings-growth ratio of 1.50 and a beta of 1.21. The firm has a 50 day moving average of $34.93 and a two-hundred day moving average of $36.13.

Rexford Industrial Realty (NYSE:REXR – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The real estate investment trust reported ($2.26) EPS for the quarter, missing analysts’ consensus estimates of $0.60 by ($2.86). Rexford Industrial Realty had a negative net margin of 39.22% and a negative return on equity of 4.48%. The firm had revenue of $243.00 million during the quarter, compared to analysts’ expectations of $240.24 million. During the same period in the prior year, the company posted $0.59 earnings per share. The company’s revenue for the quarter was down 1.6% on a year-over-year basis. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. As a group, research analysts expect that Rexford Industrial Realty, Inc. will post 2.4 EPS for the current fiscal year.

Rexford Industrial Realty Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a dividend of $0.435 per share. The ex-dividend date is Wednesday, September 30th. This represents a $1.74 dividend on an annualized basis and a dividend yield of 4.5%. Rexford Industrial Realty’s payout ratio is presently -96.13%.

Key Stories Impacting Rexford Industrial Realty

Here are the key news stories impacting Rexford Industrial Realty this week:

Positive Sentiment: Rexford Industrial reported Q2 2026 Core FFO per share of $0.63, topping the $0.60 consensus estimate and up from $0.59 a year ago, which is the key profitability metric investors watch for REITs. Article Title
Positive Sentiment: The company raised 2026 Core FFO guidance and highlighted operating efficiencies and disciplined cost control, reinforcing the view that underlying cash flow is improving. Article Title
Positive Sentiment: Investors are also focusing on the company’s portfolio realignment plan, which calls for $1.5 billion to $2.0 billion of 2026 dispositions; management said the strategy could support share repurchases and asset recycling at attractive spreads. Article Title
Neutral Sentiment: The board declared a quarterly dividend of $0.435 per share, implying an annualized yield of about 4.8%, which supports the income appeal of the stock but was not a major surprise. Article Title
Negative Sentiment: Reported EPS missed estimates because of a large non-cash impairment charge, with net loss attributable to common stockholders of $506.9 million, or $2.26 per share, which could temper enthusiasm despite the stronger FFO results. Article Title
Negative Sentiment: Management’s guidance for 2026 EPS of 2.380 to 2.430 is only roughly in line with expectations, and the planned dispositions may create near-term volatility in reported results. Article Title

Rexford Industrial Realty Profile

(Free Report)

Rexford Industrial Realty, Inc (NYSE: REXR) is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company’s portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford’s strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.

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Institutional Ownership by Quarter for Rexford Industrial Realty (NYSE:REXR)

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