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, Q3 2023
Institutional positions in JBG Smith Properties as of Sep 30, 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
- 219
- −3 vs. Q2 2023
- Shares held
- 103.0M
- −6.92M (−6.3%) vs. Q2 2023
- Total value
- $1.49B
- −$159.1M (−9.6%) vs. Q2 2023
- New holders
- 26
- 51 more added
- Sold out
- 29
- 96 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding JBG Smith Properties; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $14 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 4 | $52 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5 | $72 | 0.00% | +5 | New |
| Provence Wealth Management Group | 16 | $231 | 0.00% | +16 | New |
| Boyd Watterson Asset Management LLC | 20 | $289 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24 | $347 | 0.00% | −47−66.2% | Reduced |
| Sound Income Strategies, LLC | 27 | $390 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $429 | 0.00% | +19+158.3% | Added |
| Proequities, Inc. | 59 | $853 | 0.00% | −44−42.7% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $940 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $1.19K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 115 | $1.66K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 139 | $2.01K | 0.00% | −16−10.3% | Reduced |
| Bell Investment Advisors, Inc | 161 | $2.33K | 0.00% | −130−44.7% | Reduced |
| Private Trust Co NA | 165 | $2.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $2.57K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 191 | $2.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 234 | $3.38K | 0.00% | +234 | New |
| M&R Capital Management Inc | 300 | $4.34K | 0.00% | +100+50.0% | Added |
| Tortoise Investment Management, LLC | 341 | $4.93K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 358 | $5.18K | 0.00% | +5+1.4% | Added |
| North Star Investment Management Corp. | 378 | $5.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 379 | $5.48K | 0.00% | −2,586−87.2% | Reduced |
| Salomon & Ludwin, LLC | 400 | $5.78K | 0.00% | +400 | New |
| Quarry LP | 400 | $5.78K | 0.00% | +400 | New |
| Bessemer Group Inc | 425 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 458 | $6.62K | 0.00% | −1,028−69.2% | Reduced |
| Sandy Spring Bank | 500 | $7.23K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 527 | $7.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 786 | $11.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 808 | $11.7K | 0.00% | +808 | New |
| West Branch Capital LLC | 864 | $12.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 884 | $12.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 863 | $13.0K | 0.01% | +516+148.7% | Added |
| EverSource Wealth Advisors, LLC | 957 | $13.8K | 0.00% | −9−0.9% | Reduced |
| Versant Capital Management, Inc | 999 | $14.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,430 | $21.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,576 | $22.8K | 0.00% | −28−1.7% | Reduced |
| American State Bank (Iowa) | 2,100 | $30.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,725 | $39.4K | 0.00% | −2,196−44.6% | Reduced |
| Byrne Asset Management LLC | 3,000 | $43.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,214 | $46.5K | 0.00% | +575+21.8% | Added |
| KBC Group NV | 3,443 | $50.0K | 0.00% | −3,794−52.4% | Reduced |
| Parallel Advisors, LLC | 3,468 | $50.1K | 0.00% | −1,589−31.4% | Reduced |
| Eagle Bay Advisors LLC | 3,637 | $52.6K | 0.02% | +1,174+47.7% | Added |
| Spire Wealth Management | 3,942 | $57.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,807 | $98.4K | 0.00% | +4,981+272.8% | Added |
| Quadrant Capital Group LLC | 8,854 | $128.0K | 0.01% | −3,595−28.9% | Reduced |
| Metropolitan Life Insurance Co | 9,336 | $135.0K | 0.01% | +251+2.8% | Added |
| Towerview LLC | 10,000 | $144.6K | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,167 | $147.0K | 0.00% | −718−6.6% | Reduced |
| Toronto Dominion Bank | 10,311 | $149.1K | 0.00% | −194−1.8% | Reduced |
| Russell Investments Group, Ltd. | 10,553 | $152.6K | 0.00% | −9,394−47.1% | Reduced |
| First Manhattan Co | 10,584 | $153.0K | 0.00% | −5,325−33.5% | Reduced |
| Captrust Financial Advisors | 10,928 | $158.0K | 0.00% | +416+4.0% | Added |
| Evergreen Capital Management LLC | 10,970 | $158.6K | 0.01% | −1,871−14.6% | Reduced |
| Storebrand Asset Management AS | 10,999 | $159.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,091 | $160.4K | 0.00% | +11,091 | New |
| Ameritas Investment Partners, Inc. | 11,117 | $160.8K | 0.01% | +1,877+20.3% | Added |
| Cresset Asset Management, LLC | 11,129 | $160.9K | 0.00% | −2,798−20.1% | Reduced |
| Ethic Inc. | 11,130 | $160.9K | 0.01% | −8,202−42.4% | Reduced |
| Engineers Gate Manager LP | 11,415 | $165.1K | 0.01% | −10,239−47.3% | Reduced |
| Franklin Resources Inc | 11,489 | $166.1K | 0.00% | −849−6.9% | Reduced |
| Everence Capital Management Inc | 11,590 | $168.0K | 0.01% | +11,590 | New |
| The PNC Financial Services Group, Inc. | 11,836 | $171.2K | 0.00% | −3,248−21.5% | Reduced |
| Heritage Investors Management Corp | 12,042 | $174.0K | 0.01% | −3,075−20.3% | Reduced |
| BFSG, LLC | 12,208 | $177.0K | 0.03% | +12,208 | New |
| Wetherby Asset Management Inc | 12,360 | $178.7K | 0.01% | −7,532−37.9% | Reduced |
| Nissay Asset Management Corp | 12,421 | $179.6K | 0.00% | +1,498+13.7% | Added |
| Edgestream Partners, L.P. | 12,527 | $181.1K | 0.01% | +12,527 | New |
| Bank of Montreal | 12,191 | $188.6K | 0.00% | −3,125−20.4% | Reduced |
| Public Employees Retirement Association of Colorado | 13,076 | $189.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,466 | $194.7K | 0.00% | −9,930−42.4% | Reduced |
| Neuberger Berman Group LLC | 13,616 | $196.9K | 0.00% | +3,196+30.7% | Added |
| Van Eck Associates Corp | 13,736 | $199.0K | 0.00% | +1,184+9.4% | Added |
| M&T Bank Corp | 13,922 | $201.4K | 0.00% | −4,383−23.9% | Reduced |
| Bayesian Capital Management, LP | 14,481 | $209.4K | 0.02% | +14,481 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,792 | $213.9K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 14,900 | $215.5K | 0.13% | +600+4.2% | Added |
| Pictet & Cie (Europe) SA | 15,856 | $229.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,303 | $235.7K | 0.00% | −782−4.6% | Reduced |
| Mutual of America Capital Management LLC | 16,497 | $238.5K | 0.00% | −2,440−12.9% | Reduced |
| Victory Capital Management Inc | 16,506 | $238.7K | 0.00% | −1,081−6.1% | Reduced |
| Bridgefront Capital, LLC | 16,588 | $239.9K | 0.17% | +3,454+26.3% | Added |
| XTX Topco Ltd | 16,833 | $243.4K | 0.04% | +16,833 | New |
| Carmel Capital Partners, LLC | 16,858 | $243.8K | 0.11% | +8,950+113.2% | Added |
| Landscape Capital Management, L.L.C. | 17,909 | $259.0K | 0.03% | +17,909 | New |
| Mariner, LLC | 18,828 | $272.3K | 0.00% | +1,636+9.5% | Added |
| Signaturefd, LLC | 18,914 | $273.5K | 0.01% | −6,598−25.9% | Reduced |
| Caxton Associates LP | 19,463 | $281.4K | 0.04% | +8,405+76.0% | Added |
| CWM Advisors, LLC | 21,149 | $305.8K | 0.04% | +21,149 | New |
| Standard Life Aberdeen plc | 22,618 | $327.1K | 0.00% | +1,313+6.2% | Added |
| Royal Bank of Canada | 22,793 | $331.0K | 0.00% | +7,512+49.2% | Added |
| STRS Ohio | 23,400 | $338.0K | 0.00% | 00.0% | Unchanged |