Position in FR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,508
+$7,543 QoQ
Shares Held
1,411
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 477 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $11,511,232 across 17 REIT - Industrial names. FR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
23,726 | $7,552,223 | |
| 2 | CUBE |
CubeSmart
|
34,987 | $1,391,432 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
24,887 | $833,714 | |
| 4 | LINE |
Lineage, Inc.
|
15,361 | $664,363 | |
| 5 | PLD |
Prologis, Inc.
|
3,236 | $438,380 | |
| 6 | COLD |
Americold Realty Trust
|
27,504 | $432,362 | |
| 7 | FR |
First Industrial Realty Trust Inc
This page
|
1,411 | $86,508 | |
| 8 | EXR |
Extra Space Storage Inc.
|
496 | $72,068 |
All Filings in FR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,508 | 1,411 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $78,965 | 1,365 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,462 | 43 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $279 | 5 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||