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 $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's REXR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Rexford Industrial Realty (REXR) stake by 57% in Q2 2023, selling an estimated $2.84K and leaving 39 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

BerganKDV Wealth Management first reported a position in REXR in Q2 2020 and has held it in 13 quarters since. The position peaked at $8K in Q4 2021. 362 funds tracked by Wall St. Rank hold REXR as of Q2 2023.

BerganKDV Wealth Management held 39 shares of Rexford Industrial Realty worth $2.04K as of Q2 2023.
BerganKDV Wealth Management sold 52 Rexford Industrial Realty shares in Q2 2023, an estimated $2.84K.
Rexford Industrial Realty made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #688 holding.
BerganKDV Wealth Management first reported a position in Rexford Industrial Realty in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Rexford Industrial Realty position peaked at $8K in Q4 2021.
362 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.