Insider Trading February 27, 2026

Rexford Industrial Director Stockert Adds to Stake with $187k Purchase

Director increases holdings as company navigates earnings miss, asset sales and leadership changes

By Sofia Navarro REXR
Rexford Industrial Director Stockert Adds to Stake with $187k Purchase
REXR

David P. Stockert, a director at Rexford Industrial Realty, purchased 5,000 shares of the REIT on February 27, 2026, spending $186,957 at an average price of $37.3915. The trade was executed across multiple transactions with prices between $37.24 and $37.56. After the purchases, Stockert directly holds 6,829 shares. The insider buying comes amid a period of company activity that included a Q4 2025 earnings shortfall, property dispositions totaling $41.2 million, a $100 million share repurchase in February, and an announced promotion of John Nahas to COO ahead of Laura Clark becoming CEO.

Key Points

  • Director David P. Stockert purchased 5,000 shares of Rexford Industrial at an average of $37.3915 on February 27, 2026, totaling $186,957; he now directly owns 6,829 shares.
  • Rexford’s stock appears on InvestingPro’s Most Undervalued list and the company reports a 4.64% dividend yield with 13 consecutive years of increases - relevant to income-focused and REIT investors.
  • The company reported Q4 2025 EPS of -$0.30 (missing a $0.25 expectation), posted $248.1 million in revenue (slightly under forecasts), sold two properties for $41.2 million, and repurchased $100 million of common stock.

Director David P. Stockert of Rexford Industrial Realty, Inc. (NYSE: REXR) increased his direct ownership in the company on February 27, 2026, acquiring 5,000 shares of the REIT’s common stock. The purchases were executed across multiple trades, at prices that ranged from $37.24 to $37.56, producing an average cost of $37.3915 per share and a total consideration of $186,957.

Following the transaction, Stockert holds 6,829 shares directly in Rexford Industrial. The purchase is notable against a backdrop in which the stock is listed on InvestingPro’s Most Undervalued list and is trading below that platform’s Fair Value estimate. Rexford currently offers a dividend yield of 4.64% and has increased its dividend for 13 consecutive years, according to the same platform.

The insider purchase arrives during a period of operational and capital activity at the company. In its fourth-quarter 2025 report, Rexford Industrial posted an earnings per share of -$0.30, missing the consensus expectation of $0.25. Revenue for the quarter was $248.1 million, which fell slightly short of forecasts.

Concurrently, Rexford completed two property sales that generated $41.2 million in proceeds. The dispositions included a 5.1-acre vacant land parcel in Irwindale and a fully occupied industrial building in Fountain Valley. In addition to those sales, the company repurchased approximately $100 million of its common stock in February.

On the corporate leadership front, Rexford announced the promotion of John Nahas to Chief Operating Officer, effective April 1, 2026. Nahas, who serves presently as Managing Director of Operations, will continue to oversee operations and investments in his new role. The promotion is presented as aligned with an upcoming appointment of Laura Clark as Chief Executive Officer.


The details above encapsulate recent insider activity and contemporaneous company developments. For investors seeking expanded analysis and financial scores, Rexford’s Pro Research Report on InvestingPro is cited as a source for additional data and expert commentary.

Risks

  • Earnings performance risk - Rexford’s Q4 2025 EPS missed expectations, which may affect investor confidence and valuation assessments in the REIT and industrial real estate sectors.
  • Asset and capital allocation risk - The sale of two properties and a sizeable $100 million share repurchase represent material capital actions that could influence balance-sheet composition and liquidity in the industrial real estate sector.
  • Leadership transition uncertainty - The promotion of John Nahas to COO and the forthcoming appointment of Laura Clark as CEO mark leadership changes that could affect operational continuity and strategic execution.

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