JBG Smith Properties
JBGS- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001689796
No open-market purchases or sales by JBG Smith Properties insiders were filed in the last 90 days; 207 institutions reported holding it in 13F filings for Q2 2026, worth $836.5M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in JBG Smith Properties as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 238
- −1 vs. Q4 2022
- Shares held
- 116.0M
- +8.03M (+7.4%) vs. Q4 2022
- Total value
- $1.76B
- −$291.8M (−14.2%) vs. Q4 2022
- New holders
- 39
- 96 more added
- Sold out
- 40
- 62 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JBGS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 207 | $836.5M |
| Q1 2026 | 218 | $810.2M |
| Q4 2025 | 217 | $985.5M |
| Q3 2025 | 224 | $1.31B |
| Q2 2025 | 218 | $1.15B |
| Q1 2025 | 210 | $1.23B |
| Q4 2024 | 215 | $1.21B |
| Q3 2024 | 214 | $1.35B |
| Q2 2024 | 208 | $1.26B |
| Q1 2024 | 208 | $1.43B |
| Q4 2023 | 210 | $1.55B |
| Q3 2023 | 219 | $1.49B |
| Q2 2023 | 223 | $1.65B |
| Q1 2023 | 238 | $1.76B |
| Q4 2022 | 240 | $2.05B |
| Q3 2022 | 233 | $1.99B |
| Q2 2022 | 225 | $2.56B |
| Q1 2022 | 233 | $3.25B |
| Q4 2021 | 248 | $3.25B |
| Q3 2021 | 238 | $3.34B |
| Q2 2021 | 243 | $3.66B |
| Q1 2021 | 233 | $3.72B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding JBG Smith Properties; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | −1−6.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $15 | 0.00% | −361−99.7% | Reduced |
| AdvisorNet Financial, Inc | 5 | $75 | 0.00% | −5−50.0% | Reduced |
| Whittier Trust Co | 11 | $165 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $169 | 0.00% | −61−83.6% | Reduced |
| Boyd Watterson Asset Management LLC | 20 | $301 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $392 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $407 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 36 | $543 | 0.00% | +36 | New |
| Harbour Investments, Inc. | 37 | $557 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 39 | $587 | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 50 | $753 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 63 | $949 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $1.10K | 0.00% | +19+35.2% | Added |
| Prestige Wealth Management Group LLC | 75 | $1.13K | 0.00% | −175−70.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 101 | $1.52K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 103 | $1.55K | 0.00% | −20−16.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 108 | $1.63K | 0.00% | +105+3,500.0% | Added |
| IFP Advisors, Inc | 47 | $1.72K | 0.00% | −70−59.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 115 | $1.73K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $1.76K | 0.00% | +117 | New |
| Manchester Capital Management LLC | 117 | $1.76K | 0.00% | +117 | New |
| Ameritas Advisory Services, LLC | 119 | $1.79K | 0.00% | +119 | New |
| Baker Avenue Asset Management, LP | 126 | $1.90K | 0.00% | +69+121.1% | Added |
| Bartlett & Co. LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $2.05K | 0.00% | +136 | New |
| Pinnacle Bancorp, Inc. | 191 | $2.88K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $3.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 217 | $3.27K | 0.00% | +217 | New |
| Bell Investment Advisors, Inc | 219 | $3.30K | 0.00% | +113+106.6% | Added |
| CVA Family Office, LLC | 240 | $3.61K | 0.00% | +240 | New |
| Private Trust Co NA | 247 | $3.72K | 0.00% | +247 | New |
| Bessemer Group Inc | 337 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 341 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 348 | $5.24K | 0.00% | +4+1.2% | Added |
| Quarry LP | 355 | $5.35K | 0.00% | +355 | New |
| North Star Investment Management Corp. | 378 | $5.69K | 0.00% | +158+71.8% | Added |
| Sandy Spring Bank | 500 | $7.53K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 527 | $7.94K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 786 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 864 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 871 | $13.1K | 0.01% | +871 | New |
| Glassman Wealth Services | 884 | $13.3K | 0.00% | +67+8.2% | Added |
| EverSource Wealth Advisors, LLC | 966 | $14.5K | 0.00% | +925+2,256.1% | Added |
| Versant Capital Management, Inc | 999 | $15.0K | 0.01% | +979+4,895.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,332 | $20.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,497 | $22.5K | 0.00% | +1,297+648.5% | Added |
| Lindbrook Capital, LLC | 1,608 | $24.2K | 0.00% | +1,283+394.8% | Added |
| Group One Trading, L.P. | 1,778 | $26.8K | 0.00% | +1,778 | New |
| Fifth Third Bancorp | 1,814 | $27.3K | 0.00% | +1,613+802.5% | Added |
| American State Bank (Iowa) | 2,100 | $31.6K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 2,212 | $33.3K | 0.00% | −60,278−96.5% | Reduced |
| Ellevest, Inc. | 2,227 | $33.5K | 0.00% | +1,450+186.6% | Added |
| Parallel Advisors, LLC | 2,269 | $34.2K | 0.00% | −64−2.7% | Reduced |
| CWM, LLC | 2,360 | $36.0K | 0.00% | +1,048+79.9% | Added |
| Byrne Asset Management LLC | 3,000 | $45.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,052 | $46.0K | 0.00% | −12−0.4% | Reduced |
| Eagle Bay Advisors LLC | 3,072 | $46.3K | 0.03% | −518−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,095 | $46.6K | 0.00% | −1,920−38.3% | Reduced |
| Spire Wealth Management | 3,756 | $56.6K | 0.00% | +2,412+179.5% | Added |
| State of Wyoming | 4,307 | $64.9K | 0.02% | +3,899+955.6% | Added |
| Tower Research Capital LLC (TRC) | 5,223 | $78.0K | 0.00% | −500−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,878 | $88.5K | 0.00% | +1,399+31.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,117 | $92.1K | 0.00% | +2,426+65.7% | Added |
| Carmel Capital Partners, LLC | 6,382 | $96.1K | 0.06% | +6,382 | New |
| Royal Bank of Canada | 6,419 | $97.0K | 0.00% | −7,569−54.1% | Reduced |
| American International Group, Inc. | 7,340 | $110.5K | 0.00% | −146,921−95.2% | Reduced |
| KBC Group NV | 8,249 | $124.0K | 0.00% | +6,314+326.3% | Added |
| Pinebridge Investments, L.P. | 8,920 | $134.3K | 0.00% | +8,920 | New |
| National Bank of Canada | 9,100 | $137.0K | 0.00% | −406,300−97.8% | Reduced |
| Quadrant Capital Group LLC | 9,717 | $146.3K | 0.02% | +7,814+410.6% | Added |
| Towerview LLC | 10,000 | $150.6K | 0.10% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 10,143 | $152.1K | 0.00% | +10,143 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,260 | $155.0K | 0.00% | +220+2.2% | Added |
| Versor Investments LP | 10,500 | $158.1K | 0.02% | −100−0.9% | Reduced |
| Toronto Dominion Bank | 10,695 | $161.0K | 0.00% | +146+1.4% | Added |
| US Bancorp | 10,763 | $162.1K | 0.00% | +7,490+228.8% | Added |
| Nissay Asset Management Corp | 10,923 | $164.5K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 10,999 | $165.6K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,018 | $165.9K | 0.00% | +11,018 | New |
| Sequoia Financial Advisors, LLC | 11,056 | $166.5K | 0.00% | +11,056 | New |
| FMR LLC | 11,083 | $166.9K | 0.00% | +5,047+83.6% | Added |
| CIBC Asset Management Inc | 11,354 | $171.0K | 0.00% | +11,354 | New |
| Jump Financial, LLC | 11,548 | $173.9K | 0.01% | −2,338−16.8% | Reduced |
| Dark Forest Capital Management LP | 11,680 | $175.9K | 0.04% | −16,960−59.2% | Reduced |
| Van Eck Associates Corp | 11,753 | $177.0K | 0.00% | +609+5.5% | Added |
| Ethic Inc. | 12,064 | $181.7K | 0.01% | +12,064 | New |
| Raymond James & Associates | 12,609 | $189.9K | 0.00% | −103,279−89.1% | Reduced |
| State of Wisconsin Investment Board | 12,902 | $194.3K | 0.00% | +66+0.5% | Added |
| Public Employees Retirement Association of Colorado | 13,076 | $197.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,591 | $204.7K | 0.00% | −219−1.6% | Reduced |
| Signaturefd, LLC | 13,954 | $210.1K | 0.01% | +10,781+339.8% | Added |
| Engineers Gate Manager LP | 14,030 | $211.3K | 0.01% | +14,030 | New |
| Worth Venture Partners, LLC | 14,300 | $215.4K | 0.11% | +1,600+12.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,792 | $222.8K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 15,117 | $228.0K | 0.01% | −3,075−16.9% | Reduced |
| Natixis Advisors, L.P. | 15,481 | $233.0K | 0.00% | −3,646−19.1% | Reduced |
| Victory Capital Management Inc | 15,548 | $234.2K | 0.00% | −2,197−12.4% | Reduced |