Position in KW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,154
+$780 QoQ
Shares Held
384
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 236 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KW Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $325,115 across 17 Real Estate Services names. KW ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
1,183 | $160,249 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
240 | $73,036 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,302 | $52,522 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
718 | $8,802 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
311 | $8,269 | |
| 6 | COMP |
Compass, Inc.
|
860 | $6,286 | |
| 7 | NMRK |
Newmark Group, Inc.
|
344 | $5,156 | |
| 8 | KW |
Kennedy-Wilson Holdings, Inc.
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|
384 | $4,154 |
All Filings in KW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,154 | 384 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,374 | 349 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,704 | 325 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,448 | 360 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,081 | 355 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,397 | 240 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,547 | 140 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $583 | 60 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $128 | 15 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||