Walleye Capital LLC Invests $466,000 in Rexford Industrial Realty, Inc. $REXR

Walleye Capital LLC purchased a new position in shares of Rexford Industrial Realty, Inc. (NYSE:REXR) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 14,242 shares of the real estate investment trust’s stock, valued at approximately $466,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of Rexford Industrial Realty by 24.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 323,592 shares of the real estate investment trust’s stock valued at $12,529,000 after purchasing an additional 63,313 shares during the period. Hsbc Holdings PLC increased its position in Rexford Industrial Realty by 17.7% during the fourth quarter. Hsbc Holdings PLC now owns 387,836 shares of the real estate investment trust’s stock worth $15,017,000 after purchasing an additional 58,270 shares during the last quarter. Oak Thistle LLC purchased a new position in Rexford Industrial Realty during the fourth quarter worth about $2,347,000. William Blair Investment Management LLC raised its stake in Rexford Industrial Realty by 7.8% during the fourth quarter. William Blair Investment Management LLC now owns 935,111 shares of the real estate investment trust’s stock worth $36,207,000 after purchasing an additional 67,276 shares during the period. Finally, Principal Financial Group Inc. boosted its holdings in Rexford Industrial Realty by 19.5% in the 4th quarter. Principal Financial Group Inc. now owns 11,518,739 shares of the real estate investment trust’s stock valued at $446,006,000 after purchasing an additional 1,881,905 shares during the last quarter. 99.52% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Rexford Industrial Realty news, General Counsel David E. Lanzer sold 33,299 shares of the business’s stock in a transaction that occurred 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 sale, the general counsel owned 33,299 shares of the company’s stock, valued at $1,181,115.53. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.80% of the company’s stock.

Rexford Industrial Realty Trading Up 8.2%

Shares of REXR stock opened at $38.93 on Friday. Rexford Industrial Realty, Inc. has a 1-year low of $32.14 and a 1-year high of $44.38. The firm has a market cap 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 company has a 50-day moving average of $34.93 and a two-hundred day moving average of $36.13. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.50 and a quick ratio of 1.50.

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

Rexford Industrial Realty Dividend Announcement

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

Trending Headlines about 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

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. JPMorgan Chase & Co. cut shares of Rexford Industrial Realty from a “neutral” rating to an “underweight” rating and dropped their price target for the company from $38.00 to $36.00 in a research note on Wednesday, June 17th. Scotiabank raised shares of Rexford Industrial Realty from a “sector perform” rating to a “sector outperform” rating and reduced their price target for the company from $38.00 to $36.00 in a research report on Thursday, June 18th. Wall Street Zen cut Rexford Industrial Realty from a “hold” rating to a “sell” rating in a report on Monday, July 20th. Zacks Research upgraded Rexford Industrial Realty from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Finally, Weiss Ratings raised Rexford Industrial Realty from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. Five equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $40.38.

Rexford Industrial Realty Company Profile

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.