GoalVest Advisory LLC REXR — REXFORD INDL RLTY INC COM

Ownership history in GoalVest Advisory LLC  ·  1 quarter on record

AI Ownership Summary

GoalVest Advisory LLC reported REXFORD INDL RLTY INC COM (REXR) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows REXR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in REXFORD INDL RLTY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

REXR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GoalVest Advisory LLC held REXR — position size vs. price
% of Fund (quarterly)    REXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 151 — — 0.00% $5K 2026-10-02 $36.69

🏢 Other funds also holding REXR

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% Planning Strategies Inc. 0.0%

FAQ About GoalVest Advisory LLC and REXR

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning REXR?

GoalVest Advisory LLC reported REXR across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported REXR position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for REXR was 0.00% in 2026 Q3.

What is the latest reported REXR position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 151 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this REXR ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly REXR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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