Position in JBGS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,036
+$1,575 QoQ
Shares Held
207
+107.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 204 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $425,790 across 14 REIT - Diversified names. JBGS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
13,029 | $345,919 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
1,070 | $23,015 | |
| 3 | WPC |
W. P. Carey Inc.
|
320 | $22,880 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
393 | $8,123 | |
| 5 | AAT |
American Assets Trust, Inc.
|
249 | $6,147 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
861 | $4,658 | |
| 7 | SAFE |
Safehold Inc.
|
236 | $3,705 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
281 | $3,456 |
All Filings in JBGS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,036 | 207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,461 | 100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,677 | 275 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,118 | 275 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,871 | 455 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,007 | 435 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,842 | 250 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,894 | 280 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,893 | 190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,568 | 160 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,551 | 150 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||