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Long Pond Capital’s Rexford Industrial Realty REXR Stock Holding History

Long Pond 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
-528,584
Closed -$20.7M – 38
2025
Q1 		$20.7M Sell
528,584
-987,067
-65% -$39.5M 1.35% 23
2024
Q4 		$58.6M Buy
+1,515,651
New +$65.2M 2.97% 15
2024
Q3 		– Sell
-1,053,505
Closed -$47M – 45
2024
Q2 		$47M Buy
1,053,505
+23,290
+2% +$1.05M 2.51% 16
2024
Q1 		$51.8M Buy
1,030,215
+596,958
+138% +$31.6M 2.97% 13
2023
Q4 		$24.3M Sell
433,257
-1,808,866
-81% -$88.6M 1.95% 19
2023
Q3 		$111M Buy
2,242,123
+850,794
+61% +$45M 6.32% 6
2023
Q2 		$72.7M Buy
+1,391,329
New +$75.9M 4.28% 13
2020
Q3 		– Sell
-179,586
Closed -$7.44M – 46
2020
Q2 		$7.44M Buy
+179,586
New +$7.21M 0.29% 38
2019
Q1 		– Sell
-1,776,371
Closed -$52.4M – 44
2018
Q4 		$52.4M Sell
1,776,371
-889,096
-33% -$28.1M 2.06% 17
2018
Q3 		$85.2M Buy
2,665,467
+179,367
+7% +$5.63M 2.22% 14
2018
Q2 		$78M Buy
+2,486,100
New +$76M 1.72% 19

Other funds holding REXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Pond Capital's REXR Position: Q2 2025 in Review

Long Pond Capital sold out of Rexford Industrial Realty (REXR) in Q2 2025, closing a stake of 528,584 shares — an estimated $20.7M sold.

Long Pond Capital first reported a position in REXR in Q2 2018 and held it in 11 quarters. The position peaked at $111M in Q3 2023. 401 funds tracked by Wall St. Rank hold REXR as of Q2 2025.

  • Long Pond Capital reported no remaining Rexford Industrial Realty position as of Q2 2025 after selling out during the quarter.
  • Long Pond Capital sold 528,584 Rexford Industrial Realty shares in Q2 2025, an estimated $20.7M.
  • Long Pond Capital first reported a position in Rexford Industrial Realty in Q2 2018 and held it in 11 quarters.
  • Long Pond Capital's Rexford Industrial Realty position peaked at $111M in Q3 2023.
  • 401 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q2 2025.

Based on Long Pond Capital's 13F filing for Q2 2025, filed 13 Aug 2025.