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Marshall & Sterling Wealth Advisors’s Rexford Industrial Realty REXR Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-160
Closed -$6.58K – 561
2025
Q3 		$6.58K Hold
160
– – ﹤0.01% 448
2025
Q2 		$5.69K Sell
160
-14
-8% -$489 ﹤0.01% 463
2025
Q1 		$6.81K Buy
+174
New +$6.97K ﹤0.01% 402

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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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's REXR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Rexford Industrial Realty (REXR) in Q4 2025, closing a stake of 160 shares — an estimated $6.58K sold.

Marshall & Sterling Wealth Advisors first reported a position in REXR in Q1 2025 and held it in 3 quarters. The position peaked at $6.81K in Q1 2025. 420 funds tracked by Wall St. Rank hold REXR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Rexford Industrial Realty position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 160 Rexford Industrial Realty shares in Q4 2025, an estimated $6.58K.
  • Marshall & Sterling Wealth Advisors first reported a position in Rexford Industrial Realty in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Rexford Industrial Realty position peaked at $6.81K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.