Position in REXR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,658,412
+$266,002 QoQ
Shares Held
79,356
+8.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#142
of 422 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. REXR ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
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|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
|
11,547 | $439,465 |
All Filings in REXR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658,412 | 79,356 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,392,410 | 73,096 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $235,565 | 6,084 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $247,184 | 6,013 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $218,889 | 6,154 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $262,727 | 6,711 | Shares | Other | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||