Rexford Industrial Realty, Inc. · Brief

Next report

94 days

Feb 3 · after closeest.Q4 FY26

Expected move

±10.1%implied · straddle

34.3742.07

spot 38.22exp Feb 19ATM strike 40ATM straddle 4.52IV 25%

Oct 30 closeprovisional

Expected move

2 reportsHistory

—≥ implied

Q2 FY26—▲+8.39%—

Q3 FY26±6.4%▲+6.70%×1.05

quarterimplied−10%0+10%realized×

Q3 FY26±6.4%▲+6.70%×1.05

Q2 FY26—▲+8.39%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Feb 3 report · est.

Bull2 of 3

6disclosed supplier and customer tiesSEC filings

4tracked funds holding sharesN-PORT · Jul 31 '26

Bear2 of 3

28managers holding the majority of reported value13F · Jun 30 '26

14 of 23largest reporting managers that cut their stake13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

REXR report session

No linked exposure.

Oct 8impliedImplied move: ±9.7% into Oct 22 earnings (Oct 8 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.