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Root Financial Partners’s Rexford Industrial Realty REXR Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-225
Closed -$8.7K – 3535
2025
Q4 		$8.7K Sell
225
-86
-28% -$3.55K ﹤0.01% 1558
2025
Q3 		$12.8K Buy
+311
New +$12.2K ﹤0.01% 1340

Other funds holding REXR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Root Financial Partners's REXR Position: Q1 2026 in Review

Root Financial Partners sold out of Rexford Industrial Realty (REXR) in Q1 2026, closing a stake of 225 shares — an estimated $8.7K sold.

Root Financial Partners first reported a position in REXR in Q3 2025 and held it in 2 quarters. The position peaked at $12.8K in Q3 2025. 429 funds tracked by Wall St. Rank hold REXR as of Q1 2026.

  • Root Financial Partners reported no remaining Rexford Industrial Realty position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 225 Rexford Industrial Realty shares in Q1 2026, an estimated $8.7K.
  • Root Financial Partners first reported a position in Rexford Industrial Realty in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Rexford Industrial Realty position peaked at $12.8K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.