VitalStone Financial, LLC REXR β€” REXFORD INDL RLTY INC COM

Ownership history in VitalStone Financial, LLC  Β·  1 quarter on record

AI Ownership Summary

VitalStone Financial, LLC reported REXFORD INDL RLTY INC COM (REXR) in 1 quarterly 13F filing from 2024 Q2 through 2024 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows REXR at 0.01% 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 VitalStone Financial, 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
2024 Q2

REXR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2024 Q2

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 VitalStone Financial, LLC held REXR β€” position size vs. price
% of Fund (quarterly)    REXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 INITIATED β€” β€” β€” 175 β€” β€” 0.01% $8K 2024-08-07 $45.22

FAQ About VitalStone Financial, 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 VitalStone Financial, LLC reported owning REXR?

VitalStone Financial, LLC reported REXR across 1 quarterly 13F filings, from 2024 Q2 through 2024 Q2.

What was the largest reported REXR position in VitalStone Financial, LLC's portfolio?

The largest reported portfolio weight for REXR was 0.01% in 2024 Q2.

What is the latest reported REXR position on this page?

The most recent filing on this page is 2024 Q2, when VitalStone Financial, LLC reported 175 shares, equal to 0.01% of portfolio, with an estimated market value of $8K.

What does the chart on this REXR ownership page compare?

The chart compares VitalStone Financial, 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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