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Perigon Wealth Management’s Rexford Industrial Realty REXR Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-733
Closed -$36K – 910
2020
Q4 		$36K Buy
+733
New +$35.7K ﹤0.01% 856
2017
Q3 		– Sell
-2,000
Closed -$55K – 698
2017
Q2 		$55K Buy
+2,000
New +$52K 0.01% 371

Other funds holding REXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's REXR Position: Q1 2021 in Review

Perigon Wealth Management sold out of Rexford Industrial Realty (REXR) in Q1 2021, closing a stake of 733 shares — an estimated $36K sold.

Perigon Wealth Management first reported a position in REXR in Q2 2017 and held it in 2 quarters. The position peaked at $55K in Q2 2017. 273 funds tracked by Wall St. Rank hold REXR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Rexford Industrial Realty position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 733 Rexford Industrial Realty shares in Q1 2021, an estimated $36K.
  • Perigon Wealth Management first reported a position in Rexford Industrial Realty in Q2 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Rexford Industrial Realty position peaked at $55K in Q2 2017.
  • 273 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.