Position in BFS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$299
+$104 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 193 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $5,081,490 across 26 REIT - Retail names. BFS ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
30,702 | $1,428,564 | |
| 2 | FRT |
Federal Realty Investment Trust
|
8,440 | $1,041,833 | |
| 3 | SPG |
Simon Property Group Inc.
|
3,562 | $796,641 | |
| 4 | KIM |
Kimco Realty Corp
|
26,236 | $665,082 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
15,137 | $630,001 | |
| 6 | REG |
Regency Centers Corp
|
1,754 | $139,863 | |
| 7 | KRG |
Kite Realty Group Trust
|
4,312 | $122,374 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
3,255 | $108,586 |
All Filings in BFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $195 | 6 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $189 | 6 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $512 | 15 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $901 | 25 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,164 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,049 | 25 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $551 | 15 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||