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Elevation Wealth Partners’s Rexford Industrial Realty REXR Stock Holding History

Elevation Wealth Partners’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
Q3 		$25.4K Buy
700
+390
+126% +$14.4K 0.01% 605
2026
Q2 		$10.4K Buy
310
+267
+621% +$9.34K ﹤0.01% 798
2026
Q1 		$1.41K Buy
+43
New +$1.61K ﹤0.01% 966
2025
Q4 		– Sell
-6,200
Closed -$255K – 1009
2025
Q3 		$255K Hold
6,200
– – 0.09% 104
2025
Q2 		$221K Hold
6,200
– – 0.09% 110
2025
Q1 		$243K Hold
6,200
– – 0.1% 99
2024
Q4 		$240K Hold
6,200
– – 0.1% 101
2024
Q3 		$312K Hold
6,200
– – 0.13% 86
2024
Q2 		$276K Hold
6,200
– – 0.13% 90
2024
Q1 		$312K Hold
6,200
– – 0.16% 88
2023
Q4 		$306K Buy
+6,200
New +$304K 0.18% 82

Other funds holding REXR

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Elevation Wealth Partners's REXR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Rexford Industrial Realty (REXR) stake by 126% in Q3 2026, buying an estimated $14.4K and bringing the position to 700 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #605.

Elevation Wealth Partners first reported a position in REXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $312K in Q3 2024. 15 funds tracked by Wall St. Rank hold REXR as of Q3 2026.

  • Elevation Wealth Partners held 700 shares of Rexford Industrial Realty worth $25.4K as of Q3 2026.
  • Elevation Wealth Partners bought 390 Rexford Industrial Realty shares in Q3 2026, an estimated $14.4K.
  • Rexford Industrial Realty made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #605 holding.
  • Elevation Wealth Partners first reported a position in Rexford Industrial Realty in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Rexford Industrial Realty position peaked at $312K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.