Creative Planning
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Creative Planning’s Rexford Industrial Realty REXR Stock Holding History

Creative Planning’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
2026
Q2 		$13.3M Buy
397,262
+149,503
+60% +$5.23M 0.01% 704
2026
Q1 		$8.11M Buy
247,759
+145,397
+142% +$5.46M 0.01% 832
2025
Q4 		$3.96M Buy
102,362
+21,660
+27% +$893K ﹤0.01% 1170
2025
Q3 		$3.32M Buy
80,702
+40,535
+101% +$1.59M ﹤0.01% 1143
2025
Q2 		$1.43M Sell
40,167
-16,820
-30% -$587K ﹤0.01% 1578
2025
Q1 		$2.23M Buy
56,987
+28,602
+101% +$1.15M ﹤0.01% 1109
2024
Q4 		$1.1M Buy
28,385
+4,004
+16% +$172K ﹤0.01% 1581
2024
Q3 		$1.23M Buy
24,381
+6,468
+36% +$321K ﹤0.01% 1362
2024
Q2 		$799K Buy
17,913
+3,824
+27% +$172K ﹤0.01% 1584
2024
Q1 		$709K Buy
14,089
+3,514
+33% +$186K ﹤0.01% 1588
2023
Q4 		$593K Buy
10,575
+4,807
+83% +$235K ﹤0.01% 1586
2023
Q3 		$285K Sell
5,768
-1,664
-22% -$88K ﹤0.01% 1982
2023
Q2 		$388K Sell
7,432
-2,578
-26% -$141K ﹤0.01% 1721
2023
Q1 		$597K Buy
10,010
+3,958
+65% +$237K ﹤0.01% 1355
2022
Q4 		$331K Buy
+6,052
New +$326K ﹤0.01% 1660
2016
Q3 		– Sell
-500
Closed -$11K – 4707
2016
Q2 		$11K Buy
500
+300
+150% +$5.87K ﹤0.01% 3198
2016
Q1 		$4K Buy
+200
New +$3.36K ﹤0.01% 3714

Other funds holding REXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's REXR Position: Q2 2026 in Review

Creative Planning increased its Rexford Industrial Realty (REXR) stake by 60% in Q2 2026, buying an estimated $5.23M and bringing the position to 397,262 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #704.

Creative Planning first reported a position in REXR in Q1 2016 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold REXR as of Q2 2026.

  • Creative Planning held 397,262 shares of Rexford Industrial Realty worth $13.3M as of Q2 2026.
  • Creative Planning bought 149,503 Rexford Industrial Realty shares in Q2 2026, an estimated $5.23M.
  • Rexford Industrial Realty made up 0.01% of Creative Planning's portfolio in Q2 2026, its #704 holding.
  • Creative Planning first reported a position in Rexford Industrial Realty in Q1 2016 and has held it in 17 quarters since.
  • 422 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.