Gillson Capital’s Rexford Industrial Realty REXR Stock Holding History

Gillson Capital’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
2025 Q2	–	Sell	-250,000	Closed	-$9.79M	–	96
2025 Q1	$9.79M	Sell	250,000 -180,080	-42%	-$7.21M	0.83%	46
2024 Q4	$16.6M	Buy	+430,080	New	+$18.5M	1.5%	23
2024 Q1	–	Sell	-290,226	Closed	-$16.3M	–	74
2023 Q4	$16.3M	Sell	290,226 -85,192	-23%	-$4.17M	1.72%	21
2023 Q3	$18.5M	Buy	+375,418	New	+$19.8M	1.37%	25
2022 Q4	–	Sell	-95,309	Closed	-$4.96M	–	113
2022 Q3	$4.96M	Buy	95,309 +4,679	+5%	+$290K	0.45%	53
2022 Q2	$5.22M	Buy	+90,630	New	+$6.23M	0.51%	55
2022 Q1	–	Sell	-223,075	Closed	-$18.1M	–	261
2021 Q4	$18.1M	Sell	223,075 -51,509	-19%	-$3.57M	1.18%	28
2021 Q3	$15.6M	Buy	274,584 +137,874	+101%	+$8.32M	1.14%	30
2021 Q2	$7.79M	Buy	+136,710	New	+$7.61M	0.73%	51

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gillson Capital's REXR Position: Q2 2025 in Review

Gillson Capital sold out of Rexford Industrial Realty (REXR) in Q2 2025, closing a stake of 250,000 shares — an estimated $9.79M sold.

Gillson Capital first reported a position in REXR in Q2 2021 and held it in 9 quarters. The position peaked at $18.5M in Q3 2023. 403 funds tracked by Wall St. Rank hold REXR as of Q2 2025.

Gillson Capital reported no remaining Rexford Industrial Realty position as of Q2 2025 after selling out during the quarter.
Gillson Capital sold 250,000 Rexford Industrial Realty shares in Q2 2025, an estimated $9.79M.
Gillson Capital first reported a position in Rexford Industrial Realty in Q2 2021 and held it in 9 quarters.
Gillson Capital's Rexford Industrial Realty position peaked at $18.5M in Q3 2023.
403 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q2 2025.

Based on Gillson Capital's 13F filing for Q2 2025, filed 14 Aug 2025.