Position in MDV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 91 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $11,511,232 across 17 REIT - Industrial names. MDV ranks #16 (0.0% 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
|
1,411 | $86,508 | |
| 8 | EXR |
Extra Space Storage Inc.
|
496 | $72,068 |
All Filings in MDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34 | 2 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||