Track record · closed signal

Rexford Industrial Realty, Inc. (REXR) — closed signal from August 27, 2025

Partial Published before the outcome was known, scored automatically when the window closed on November 25, 2025 — -1.7% at the close.

Predicted vs. what happened

REXR price · publication thesis → realized outcomesplit-adjusted

$39.77 – $41.21Entry zone — fair-value band

$41.63Published — price the day we called it

$51.35Target — the price the thesis aimed for

$43.90Peak — highest point inside the window, not a realized return

$40.94Window close — end-of-window price, context only

What happened

Partial

Reached 21% of the predicted growth at its peak, without hitting the target.

At window close

-1.7%

realized, from the publication price to the last close inside the window

Peak gain

+5.4%

peak, from the publication price — not a realized return

S&P 500, same window

+4.7%

SPY over the identical days, dividend-adjusted

Window close

$40.94

last close inside the window, ended November 25, 2025

Peak price

$43.90

peak on October 20, 2025 — not a realized return

Days to target

—

The thesis — published August 27, 2025

Predicted growth

+26%

over the measurement window

Target price

$51.35

the price the thesis aimed for

Entry zone

$39.77 – $41.21

the fair-value band we waited for

Price at publication

$41.63

published August 27, 2025

Confidence

71%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

An active investor, Elliott, took a top-five stake on 2025-08-27. The stock jumped 5.5% with lots more people buying than usual. Rexford pays steady dividends and fresh interest from big investors adds support. Buying around $41.50-$43.00 aims for a 0-3 month move as the market expects possible changes. It is a REIT (listed under Financials) and the price can be sensitive to interest rates.

Primary drivers

Aug 27, 2025: Elliott bought a large stake, spotlighting the stock
Reliable dividend record that appeals to income-focused buyers
Unusually heavy trading shows lots more buying than usual
Possible company moves that could help raise shareholder value

How it played out

REXR: target was not reached

Lyra published REXR at $41.63 on 2025-08-27 with a short-term thesis for 26% expected growth. The thesis pointed to Elliott taking a top-five stake on 2025-08-27, a 5.5% stock jump, unusually heavy trading, a reliable dividend record, and possible company moves that could help raise shareholder value.

Inside the window from 2025-08-27 to 2025-11-25, REXR peaked at $43.90 on 2025-10-20. That was a 5.4% peak gain, but it stayed below the $51.35 target. It ended at $40.94. The thesis partially played out on price, but the target was missed.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All REXR signals