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

Sugarloaf 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
2024
Q4 		$7.25K Buy
188
+2
+1% +$86 ﹤0.01% 535
2024
Q3 		$9.36K Buy
+186
New +$9.24K ﹤0.01% 511

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Sugarloaf Wealth Management's REXR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Rexford Industrial Realty (REXR) stake by 1.1% in Q4 2024, buying an estimated $86 and bringing the position to 188 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Sugarloaf Wealth Management first reported a position in REXR in Q3 2024 and has held it in 2 quarters since. The position peaked at $9.36K in Q3 2024. 402 funds tracked by Wall St. Rank hold REXR as of Q4 2024.

  • Sugarloaf Wealth Management held 188 shares of Rexford Industrial Realty worth $7.25K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Rexford Industrial Realty shares in Q4 2024, an estimated $86.
  • Rexford Industrial Realty made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #535 holding.
  • Sugarloaf Wealth Management first reported a position in Rexford Industrial Realty in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Rexford Industrial Realty position peaked at $9.36K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.