Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Rexford Industrial Realty, Inc. (REXR)
← All REXR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 209,610 0.03 Reduce 39.21% 0.02 $32.14–41.60 · VW $37.30i $6,860,535 SEC
2025   Q4 344,830 0.06 Reduce 12.73% 0.01 $38.56–44.38 · VW $40.87i $13,351,818 SEC
2025   Q3 395,150 0.08 Add 5.37% <0.01 $35.12–43.79 · VW $39.18i $16,244,617 SEC
2025   Q2 375,010 0.07 Add 3.13% <0.01 $29.68–39.49 · VW $34.96i $13,339,106 SEC
2025   Q1 363,620 0.08 Add 7.08% <0.01 $36.92–41.84 · VW $40.01i $14,235,723 SEC
2024   Q4 339,590 0.08 Add 62.29% 0.03 $37.67–50.45 · VW $42.53i $13,128,549 SEC
2024   Q3 209,250 0.06 Reduce 0.17% $43.96–52.61 · VW $49.69i $10,527,368 SEC
2024   Q2 209,610 0.00 SEC
2024   Q1 209,610 0.06 Add 31.60% 0.01 $48.51–56.87 · VW $51.87i $10,543,383 SEC
2023   Q4 159,280 0.05 Add 10.54% <0.01 $41.56–58.02 · VW $48.95i $8,935,608 SEC
2023   Q3 144,090 0.04 Add 1.91% <0.01 $48.98–57.37 · VW $52.94i $7,110,842 SEC
2023   Q2 141,390 0.04 Reduce 42.51% 0.04 $49.69–60.06 · VW $54.32i $7,383,386 SEC
2023   Q1 245,940 0.10 Add 0.78% <0.01 $53.48–66.71 · VW $60.33i $14,670,321 SEC
2022   Q4 244,030 0.09 $54.64 $13,333,799 SEC
2022   Q3 244,030 0.09 $52.00 $12,690,000 SEC
2022   Q2 244,030 0.09 Reduce 0.24% <0.01 $56.39–84.68 · VW $67.31i $14,054,000 SEC
2022   Q1 244,610 0.09 Reduce 13.38% 0.01 $67.12–81.36 · VW $72.60i $18,245,000 SEC
2021   Q4 282,410 0.11 Reduce 14.40% 0.01 $55.84–81.68 · VW $70.75i $22,906,000 SEC
2021   Q3 329,930 0.09 $56.75 $18,724,000 SEC
2021   Q2 329,930 0.08 Reduce 7.12% <0.01 $50.33–59.76 · VW $55.85i $18,790,000 SEC
2021   Q1 355,210 0.08 Reduce 13.18% 0.01 $45.90–51.80 · VW $49.12i $17,903,000 SEC
2020   Q4 409,140 0.10 Reduce 6.27% <0.01 $45.37–53.00 · VW $48.48i $20,093,000 SEC
2020   Q3 436,530 0.12 Add 0.55% <0.01 $39.33–49.14 · VW $45.74i $19,976,000 SEC
2020   Q2 434,150 0.11 $41.43 $17,987,000 SEC
2020   Q1 434,150 0.13 Add 5.96% <0.01 $31.79–53.48 · VW $43.96i $17,804,000 SEC
2019   Q4 409,730 0.10 Reduce 0.15% <0.01 $43.47–48.80 · VW $46.73i $18,712,000 SEC
2019   Q3 410,360 0.10 Add 3.24% <0.01 $39.85–44.92 · VW $42.63i $18,064,000 SEC
2019   Q2 397,480 0.08 Reduce 0.92% <0.01 $35.45–41.27 · VW $38.48i $16,046,000 SEC
2019   Q1 401,170 0.07 Reduce 16.63% 0.01 $28.45–36.11 · VW $33.98i $14,366,000 SEC
2018   Q4 481,170 0.08 Add 3.54% <0.01 $28.17–33.54 · VW $31.41i $14,180,000 SEC
2018   Q3 464,720 0.07 Add 8.76% <0.01 $29.47–32.64 · VW $31.55i $14,852,000 SEC
2018   Q2 427,272 0.06 Add 4.72% <0.01 $27.78–32.91 · VW $31.06i $13,412,000 SEC
2018   Q1 408,031 0.05 Reduce 0.01% $26.32–30.04 · VW $28.36i $11,747,000 SEC
2017   Q4 408,072 0.05 Add 29.68% 0.01 $27.15–31.71 · VW $29.91i $11,899,000 SEC
2017   Q3 314,670 0.04 Add 50.07% 0.01 $26.89–30.60 · VW $28.95i $9,006,000 SEC
2017   Q2 209,680 0.03 Add 0.01% $22.34–28.37 · VW $26.52i $5,754,000 SEC
2017   Q1 209,658 0.02 Add 97.79% <0.01 $21.34–24.39 · VW $22.71i $4,721,000 SEC
2016   Q4 106,002 0.01 Add 34.13% <0.01 $20.05–23.60 · VW $22.00i $2,458,000 SEC
2016   Q3 79,027 0.01 Reduce 0.01% $20.77–23.38 · VW $22.32i $1,809,000 SEC
2016   Q2 79,032 0.01 Add 3.64% <0.01 $17.60–21.42 · VW $19.49i $1,667,000 SEC
2016   Q1 76,254 0.01 Add 10.62% <0.01 $15.14–18.44 · VW $16.85i $1,385,000 SEC
2015   Q4 68,935 <0.01 Add 9.12% <0.01 $13.65–16.88 · VW $15.68i $1,128,000 SEC
2015   Q3 63,175 <0.01 Buy <0.01 $12.57–15.20 · VW $13.92i $871,000 SEC
Price snapshot:
Current price$34.75
Avg. buy price$36.79
+/- since buy-5.54%
52-week low$31.48
52-week high$42.76