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True Wealth Design’s Rexford Industrial Realty REXR Stock Holding History

True Wealth Design’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
Q3 		$23.9K Buy
658
+621
+1,678% +$22.9K 0.01% 759
2026
Q2 		$1.24K Sell
37
-156
-81% -$5.46K ﹤0.01% 1904
2026
Q1 		$6.32K Sell
193
-93
-33% -$3.49K ﹤0.01% 1123
2025
Q4 		$11.1K Hold
286
– – ﹤0.01% 817
2025
Q3 		$11.8K Hold
286
– – ﹤0.01% 777
2025
Q2 		$10.2K Buy
+286
New +$9.98K ﹤0.01% 574

Other funds holding REXR

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design's REXR Position: Q3 2026 in Review

True Wealth Design increased its Rexford Industrial Realty (REXR) stake by 1,678% in Q3 2026, buying an estimated $22.9K and bringing the position to 658 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #759.

True Wealth Design first reported a position in REXR in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold REXR as of Q3 2026.

  • True Wealth Design held 658 shares of Rexford Industrial Realty worth $23.9K as of Q3 2026.
  • True Wealth Design bought 621 Rexford Industrial Realty shares in Q3 2026, an estimated $22.9K.
  • Rexford Industrial Realty made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #759 holding.
  • True Wealth Design first reported a position in Rexford Industrial Realty in Q2 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.