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Regent Peak Wealth Advisors’s Rexford Industrial Realty REXR Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-30
Closed -$1K – 790
2020
Q4 		$1K Buy
+30
New +$1.46K ﹤0.01% 978

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's REXR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Rexford Industrial Realty (REXR) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in REXR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 273 funds tracked by Wall St. Rank hold REXR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Rexford Industrial Realty position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 30 Rexford Industrial Realty shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Rexford Industrial Realty in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Rexford Industrial Realty position peaked at $1K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.