Welcome to our dedicated page for Rexford Industrial Realty SEC filings (Ticker: REXR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Rexford Industrial Realty's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Rexford Industrial Realty's regulatory disclosures and financial reporting.
Rexford Industrial Realty, Inc. entered into a definitive Agreement of Purchase and Sale with an affiliate of EQT Real Estate under which its operating partnership will sell a portfolio of 22 industrial properties for an aggregate cash purchase price of approximately $1.2 billion, subject to customary adjustments. Closing is expected by September 30, 2026, contingent on standard conditions including no material breaches, no governmental prohibition and receipt of required tenant estoppels.
The portfolio is part of a broader $2.0 billion non-core disposition initiative intended to realign the asset base. The 2027 cash NOI yield on the portfolio is estimated at 5.5%. Including this transaction, Rexford has closed or placed under contract about $1.5 billion of dispositions year to date, aligning with full-year disposition guidance of $1.5 to $2.0 billion. The company plans to use net proceeds to help repay debt maturing in 2027, fund opportunistic repurchases under its $1.0 billion share repurchase program, and invest in internal repositioning and development projects. Rexford reaffirmed its 2026 guidance previously issued in July 2026.
Capital International Investors, a division of Capital Research and Management Company and related investment management entities, reports beneficial ownership of 11,783,455 shares of Rexford Industrial Realty, Inc. common stock on an amended Schedule 13G.
This position represents 5.2% of the 225,718,119 shares believed to be outstanding. Capital International Investors has sole voting power over 11,708,237 shares and sole dispositive power over all 11,783,455 shares, with no shared voting or dispositive power reported.
Rexford Industrial Realty, Inc., a Southern California-focused industrial REIT, reported total revenues of 245,506 for the quarter and 490,584 for the six months ended June 30, 2026 (amounts in thousands). A non-cash impairment of real estate of 624,754 in the quarter and 631,578 year-to-date drove a net loss attributable to common stockholders of 506,902 for the quarter and 419,037 for the first half (in thousands).
During the six months, the company sold 12 properties totaling 886,401 rentable square feet for aggregate contractual sales prices of 265,282 (in thousands), generating gains on sale of real estate of 48,174 (in thousands). Net cash provided by operating activities was 247,952, while investing activities provided 143,911 and financing activities used 525,415 (in thousands), reducing cash and cash equivalents to 32,226 at June 30, 2026.
At June 30, 2026, total assets were 11,634,676, notes payable totaled 3,263,724 and total equity was 7,893,128 (in thousands). The consolidated portfolio comprised 409 properties with approximately 49.9 million rentable square feet, and future minimum base rents under operating leases were 3,347,689 (in thousands). Interest rate swaps in cash flow hedging relationships had a net asset position of 9,247 and a liability of 3 (in thousands).
Rexford Industrial Realty, Inc. reported Q2 2026 results featuring a large GAAP loss but stable cash earnings. Net loss attributable to common stockholders was $506.9 million, or $(2.26) per diluted share, versus net income of $113.4 million, or $0.48 per share, a year earlier, driven by $624.8 million of non-cash real estate impairments tied to assets designated for disposition. Company share of Core FFO was $141.4 million, up 1.2%, or $0.63 per diluted share, a 6.8% increase.
Same Property Portfolio Cash NOI grew 1.5% with average occupancy of 95.7%. The company executed 2.1 million square feet of leases, with net effective and cash rent spreads of (2.8)% and (11.3)%, respectively. Q2 dispositions totaled seven properties for $137.9 million, and year-to-date sales reached $265.3 million. Full-year 2026 disposition guidance was raised sharply to $1.5–$2.0 billion, and Core FFO per diluted share guidance was slightly increased to $2.38–$2.43.
Liquidity stood at about $1.3 billion, including $32.2 million in cash and $1.2 billion available on the revolver, against $3.3 billion of debt with a 3.7% weighted average rate and 4.5x Net Debt to Adjusted EBITDAre. The board authorized a new $1.0 billion stock repurchase program and declared a Q3 2026 common dividend of $0.435 per share, while progressing a leadership transition to new CEO Laura Clark and COO John Nahas as part of a broader portfolio realignment strategy targeting approximately $2 billion of identified non-core asset sales.
REXR proposed sale notice filed under Form 144 reporting common stock for resale. The filing lists 58,824 shares alongside a figure of 2,000,000 (same excerpt). It also records a prior sale of 21,475 shares on 06/10/2026 and a Restricted Stock Award dated 11/17/2025.
Rexford Industrial Realty, Inc. Chief Operating Officer John Nahas reported a small tax-related share disposition. On June 13, 2026, he surrendered 127 shares of common stock at $35.09 per share to cover tax withholding due when 355 restricted shares vested. This was not an open-market sale but a payment mechanism tied to equity compensation. Following the transaction, Nahas directly owned 23,133 common shares and also held 25,190 LTIP Units, a class of limited partnership units in the company’s operating partnership.
REXR filed a Form 144 reporting proposed sale of 21,475 shares of Common Stock as restricted stock awards originally dated 11/17/2025. The filing lists a prior disposition by Michael Frankel of 23,132 shares reported on 03/18/2026. The securities are listed for sale on the NYSE.
Kleiman Angela L. reported acquisition or exercise transactions in this Form 4 filing.
Rexford Industrial Realty director Angela L. Kleiman received a grant of 4,855 shares of restricted common stock on May 19, 2026 under the company’s Non-Employee Director Compensation Program. The award was issued at no cash cost to her.
The restricted shares will vest in full on the earlier of the next annual shareholder meeting following the grant or May 19, 2027, as long as she continues serving as a director. After this grant, she directly holds 18,780 shares of Rexford Industrial Realty common stock.
Ingram Diana J reported acquisition or exercise transactions in this Form 4 filing.
Rexford Industrial Realty, Inc. director Diana J. Ingram received a grant of 4,855 shares of restricted common stock as part of the company’s Non-Employee Director Compensation Program. This is a compensation award, not an open-market purchase or sale.
The restricted stock will vest in full on the earlier of the next annual meeting following the grant date or May 19, 2027, conditioned on her continued board service. Following this grant, she directly holds a total of 27,450 shares of common stock.
ROSE TYLER H reported acquisition or exercise transactions in this Form 4 filing.
Rexford Industrial Realty, Inc. director Tyler H. Rose received a grant of 4,855 shares of restricted common stock as part of the company’s Non-Employee Director Compensation Program. These shares will vest in full on the earlier of the next annual shareholder meeting following the grant or May 19, 2027, provided Rose continues to serve as a director. After this award, Rose directly holds 36,294 shares of Rexford Industrial common stock.