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Integrated Wealth Concepts’s Rexford Industrial Realty REXR Stock Holding History

Integrated Wealth Concepts’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 		$192K Sell
5,722
-2,984
-34% -$104K ﹤0.01% 2361
2026
Q1 		$285K Buy
+8,706
New +$327K ﹤0.01% 1894

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

Integrated Wealth Concepts's REXR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Rexford Industrial Realty (REXR) stake by 34% in Q2 2026, selling an estimated $104K and leaving 5,722 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Integrated Wealth Concepts first reported a position in REXR in Q1 2026 and has held it in 2 quarters since. The position peaked at $285K in Q1 2026. 422 funds tracked by Wall St. Rank hold REXR as of Q2 2026.

  • Integrated Wealth Concepts held 5,722 shares of Rexford Industrial Realty worth $192K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,984 Rexford Industrial Realty shares in Q2 2026, an estimated $104K.
  • Rexford Industrial Realty made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2361 holding.
  • Integrated Wealth Concepts first reported a position in Rexford Industrial Realty in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Rexford Industrial Realty position peaked at $285K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.