Rexford Industrial Realty, Inc.

• DR Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 ↗ Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.9BWELL $181BBXP $11B +7
• FA Fairtree Asset Management Fairtree Global Listed Real Estate Fund Q3 2026 commentary ↗ Fairtree Global Listed Real Estate Fund reduced its US underweight, moved Australia and Singapore to neutral, and cut overweight positions in the UK, EU and Hong Kong as relative valuations and operating conditions shifted. It retained conviction in industrial, healthcare and Hong Kong property, exited Unibail, and favoured businesses with strong balance sheets and capital management. Q3 2026 —

All coverage of REXR →