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Rexford Industrial Realty

263 hedge funds and large institutions have $5.11B invested in Rexford Industrial Realty in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 97 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

74% more call options, than puts

Call options by funds: $446K | Put options by funds: $257K

21% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 80

11% more funds holding

Funds holding: 236263 (+27)

8% more capital invested

Capital invested by funds: $4.74B → $5.11B (+$362M)

1.33% less ownership

Funds ownership: 101.92%100.59% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
62
Increased
97
Reduced
80
Closed
34
Calls
$446K
Puts
$257K
Net Calls
+$189K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$700M +$18.5M +459,542 +3%
BlackRock
2
BlackRock
New York
$472M -$38.7M -963,618 -8%
Principal Financial Group
3
Principal Financial Group
Iowa
$343M +$132M +3,277,018 +66%
PI
4
PGGM Investments
Netherlands
$328M +$14.7M +367,000 +5%
N
5
Nuveen
North Carolina
$249M -$6.84M -170,142 -3%
State Street
6
State Street
Massachusetts
$169M -$42.5M -1,057,678 -21%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$161M +$1.69M +42,110 +1%
Invesco
8
Invesco
Georgia
$133M -$53.8M -1,340,033 -29%
Deutsche Bank
9
Deutsche Bank
Germany
$119M -$17.4M -434,370 -13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$97.9M +$724K +18,033 +0.8%
ACM
11
AEW Capital Management
Massachusetts
$83.4M +$6.32M +157,400 +8%
JP Morgan Chase
12
JP Morgan Chase
New York
$82.6M -$18.6M -461,803 -19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$76.3M -$8.24M -205,054 -10%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$74.6M +$2.89M +72,041 +4%
AAMU
15
APG Asset Management US
New York
$69M +$20.2M +502,500 +43%
CIM
16
Centersquare Investment Management
Pennsylvania
$68.9M +$10.5M +261,307 +19%
Prudential Financial
17
Prudential Financial
New Jersey
$57.8M +$8.11M +201,935 +17%
BC
18
Brookfield Corp
Ontario, Canada
$57.6M +$55.8M +1,389,539 New
Charles Schwab
19
Charles Schwab
California
$56.9M -$27.1M -675,436 -33%
Norges Bank
20
Norges Bank
Norway
$53.4M +$7.19M +178,908 +16%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$53.3M +$18.4M +457,078 +55%
Franklin Resources
22
Franklin Resources
California
$49.9M +$34.1M +849,302 +231%
American Century Companies
23
American Century Companies
Missouri
$47.8M -$3.5M -87,002 -7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$46.8M -$30.3M -754,975 -40%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$46.1M -$600K -14,948 -1%

REXR Hedge Fund Activity: Q2 2020 in Review

263 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Rexford Industrial Realty (REXR) for Q2 2020, worth a combined $5.11B — up 7.6% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new REXR positions and 34 closed out — a net gain of 28 holders — while 97 added to existing stakes and 80 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $132M. The largest seller was Invesco, cutting an estimated $53.8M.

  • 263 institutional investors held Rexford Industrial Realty (REXR) as of Q2 2020, up from 236 in Q1 2020.
  • Funds reported $5.11B of Rexford Industrial Realty stock for Q2 2020, up 7.6% quarter-over-quarter.
  • 62 funds opened new Rexford Industrial Realty positions in Q2 2020 and 34 closed out, a net change of +28 holders.
  • The largest Rexford Industrial Realty buyer in Q2 2020 was Principal Financial Group, an estimated $132M added.
  • The largest Rexford Industrial Realty seller in Q2 2020 was Invesco, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2020.