Rexford Industrial Realty, Inc. SEC filings document the disclosure record of a Maryland REIT that invests in and operates industrial properties through its public company and operating partnership structure. The filings include Form 8-K reports for earnings releases, supplemental financial information and Regulation FD disclosures related to operating and financial results.
The company’s filings also cover board and executive officer changes, executive compensation programs, audit committee composition, amendments to its Code of Business Conduct and Ethics, and proxy statement matters. Capital-structure references include common stock and Series B and Series C preferred stock, alongside governance and shareholder-voting disclosures in definitive proxy materials.
Rexford Industrial Realty, Inc. Schedule 13G shows BlackRock Portfolio Management LLC beneficially owns 11,480,714 shares of Rexford common stock, representing 5.1% of the class as reported with a 03/31/2026 reference and signed 05/04/2026. The filing lists 11,327,302 shares with sole voting power and 11,480,714 shares with sole dispositive power.
The filing follows SEC Release guidance and discloses that various persons may have dividend or proceeds rights; no other single person holds more than 5% per the form.
Rexford Industrial Realty Inc reported beneficial ownership by Vanguard Capital Management of 12,276,790 shares of Common Stock. The filing states this equals 5.29% of the class as of 03/31/2026 and attributes voting and dispositive powers to Vanguard affiliates.
Rexford Industrial Realty Inc Schedule 13G: Vanguard Portfolio Management reports beneficial ownership of 19,876,350 shares of Common Stock, representing 8.57% of the class. The filing shows sole dispositive power over 19,876,350 shares and sole voting power over 28,212 shares. The filing states these holdings include securities held for Vanguard funds and managed accounts and notes that no single outside person holds more than 5% of the reported securities.
Rexford Industrial Realty, Inc. General Counsel & Secretary David E. Lanzer converted partnership units into common stock and then sold the resulting shares. On April 24, 2026, he converted a total of 99,897 units (including 30,998 Performance Units and 2,301 LTIP Units) into Operating Partnership Units and then into 33,299 shares of common stock. On April 28, 2026, he completed an open-market sale of those 33,299 common shares at a weighted average price of $35.4735 per share, leaving him with 0 common shares held directly after the reported transactions.
Rexford Industrial Realty, Inc. reported solid Q1 2026 results as a Southern California industrial REIT. Net income rose to $94.6 million from $74.0 million a year earlier, helped by $26.3 million of gains on property sales, partially offset by $6.8 million of impairment charges.
Total revenues were $245.1 million, slightly below $252.3 million in Q1 2025 as rental income eased modestly and third‑party management and leasing fees ended on January 1, 2026. Cash from operating activities remained strong at $141.2 million, supporting common and preferred dividends and a $200.1 million stock repurchase.
The company owned 414 properties totaling about 50.4 million rentable square feet and classified two assets as held for sale. Total assets were $12.4 billion and notes payable were $3.25 billion, with investment‑grade ratings and active use of interest rate swaps to manage borrowing costs.
Rexford Industrial Realty, Inc. reported first quarter 2026 net income attributable to common stockholders of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30 per share, a year earlier, aided by higher gains on property sales.
Company share of Core FFO was $139.8 million, or $0.61 per diluted share, down slightly from $0.62, while Total Portfolio NOI was $185.4 million, a 4.2% decrease. Same Property Portfolio NOI rose 0.9% and Same Property Cash NOI slipped 0.4%, with average Same Property occupancy at 96.3%.
The company executed 4.1 million square feet of new and renewal leases; including a large Tireco extension, comparable rental rates declined 10.0% net effective and 15.4% cash, but excluding that lease they increased 5.5% net effective and decreased 1.8% cash. Rexford sold five properties for $127.4 million, repurchased 5,534,357 shares for $200 million, and ended the quarter with $1.3 billion of liquidity, $3.3 billion of debt at a 3.7% weighted average rate, Net Debt to Enterprise Value of 29.2% and Net Debt to Adjusted EBITDAre of 4.5x.
The board modestly raised 2026 guidance to net income of $1.22–$1.27 and Company share of Core FFO of $2.37–$2.42 per diluted share, alongside slightly better expected Same Property NOI trends. Laura Clark became CEO and John Nahas COO on April 1, 2026, under a previously announced succession plan, and the board approved routine amendments to the Code of Business Conduct and Ethics without granting any waivers.
Rexford Industrial Realty, Inc. director Michael S. Frankel reported a routine tax-related share disposition. On April 9, 2026, 281,813 shares of common stock were surrendered to the company to cover tax withholding due on the vesting of 560,406 shares of restricted common stock.
After this withholding transaction, Frankel directly holds 278,593 shares of common stock. Footnotes also note additional exposure through 753,991 LTIP Units and 612,967 Performance Units in the operating partnership, indicating a substantial remaining economic interest aligned with shareholders.
Rexford Industrial Realty, Inc. director Howard Schwimmer surrendered 281,813 shares of common stock on April 9, 2026 to cover tax withholding due on the vesting of 560,406 shares of restricted common stock. This was recorded as a tax-withholding disposition, not an open-market sale.
After the transaction, Schwimmer directly holds 328,806 shares of common stock. He also has indirect ownership of 13,575 shares held by the Schwimmer Family Irrevocable Trust, where he is a trustee and disclaims beneficial ownership except for his pecuniary interest. Footnotes note additional partnership interests through OP Units, LTIP Units, and Performance Units in the company’s operating partnership.
Rexford Industrial Realty, Inc. filed an initial ownership report for Chief Operating Officer John Nahas, detailing his equity interests in the company and its operating partnership. This filing does not show any recent share purchases or sales, only current holdings and award terms.
Nahas holds LTIP Units in Rexford Industrial Realty, L.P. that are economically tied to 25,190 underlying shares of common stock, with a stated exercise price of $0.00. He also directly holds 23,260 shares of common stock, issued under the company’s 2013 Incentive Award Plan, of which 17,950 shares are unvested.
The LTIP Units were granted on January 16, 2026 under the plan and can, over time and upon certain conditions in the partnership agreement, achieve full parity with OP Units. Once vested and at parity, they may be converted into OP Units on a one-for-one basis and then redeemed for an equivalent number of Rexford common shares or cash, at the company’s election. The LTIP Units are scheduled to vest in four equal annual installments on January 16 of 2027, 2028, 2029 and 2030, with potential earlier vesting upon certain employment terminations or a change in control as described in the award agreement.