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GoalVest Advisory’s Rexford Industrial Realty REXR Stock Holding History

GoalVest Advisory’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 		$5.48K Buy
+151
New +$5.58K ﹤0.01% 546

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's REXR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Rexford Industrial Realty (REXR) in Q3 2026: 151 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings.

13 funds tracked by Wall St. Rank hold REXR as of Q3 2026.

  • GoalVest Advisory held 151 shares of Rexford Industrial Realty worth $5.48K as of Q3 2026.
  • Rexford Industrial Realty was a new GoalVest Advisory position in Q3 2026.
  • Rexford Industrial Realty made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #546 holding.
  • 13 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.