BerganKDV Wealth Management’s Rexford Industrial Realty REXR Stock Holding History

BerganKDV Wealth Management’s Portfolio REXR Stock Details REXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.04K	Sell	39 -52	-57%	-$2.84K	﹤0.01%	688
2023 Q1	$5.45K	Sell	91 -2	-2%	-$120	﹤0.01%	684
2022 Q4	$5.1K	Sell	93 -4	-4%	-$216	﹤0.01%	672
2022 Q3	$5K	Hold	97	–	–	﹤0.01%	688
2022 Q2	$6K	Hold	97	–	–	﹤0.01%	677
2022 Q1	$7K	Hold	97	–	–	﹤0.01%	674
2021 Q4	$8K	Hold	97	–	–	﹤0.01%	707
2021 Q3	$5K	Buy	97 +1	+1%	+$60	﹤0.01%	756
2021 Q2	$5K	Hold	96	–	–	﹤0.01%	707
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	673
2020 Q4	$5K	Hold	96	–	–	﹤0.01%	663
2020 Q3	$4K	Hold	96	–	–	﹤0.01%	614
2020 Q2	$4K	Buy	+96	New	+$3.86K	﹤0.01%	668

Other funds holding REXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return