JBG SMITH PPTYS JBGS
COM · REIT · CUSIP 46590V100
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersBethesda, MD
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($105.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.67.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 232 |
| Q4 2022 | 239 |
| Q1 2023 | 237 |
| Q2 2023 | 223 |
| Q3 2023 | 219 |
| Q4 2023 | 212 |
| Q1 2024 | 209 |
| Q2 2024 | 209 |
| Q3 2024 | 215 |
| Q4 2024 | 217 |
| Q1 2025 | 211 |
| Q2 2025 | 219 |
| Q3 2025 | 224 |
| Q4 2025 | 217 |
| Q1 2026 | 218 |
| Q2 2026 | 206 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 73 | 101 |
| Q4 2024 | 77 | 110 |
| Q1 2025 | 89 | 91 |
| Q2 2025 | 78 | 122 |
| Q3 2025 | 83 | 118 |
| Q4 2025 | 77 | 124 |
| Q1 2026 | 82 | 105 |
| Q2 2026 | 86 | 105 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $262.3k | $9.7m | 36.92 |
| Q4 2025 | $10.2k | $3.8m | 374.33 |
| Q1 2026 | $0 | $2.3m | — |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | New | +973.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +496.7k |
| CITADEL ADVISORS LLC | Added | +426.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +276.9k |
| TUDOR INVESTMENT CORP ET AL | Added | +272.8k |
| GOLDMAN SACHS GROUP INC | Added | +231.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +182.8k |
| WOLVERINE ASSET MANAGEMENT LLC | New | +182.1k |
| ExodusPoint Capital Management, LP | Added | +170.0k |
| BESSEMER GROUP INC | Added | +165.8k |
Biggest sellers
| NORTHERN TRUST CORP | Reduced | -709.0k |
| Man Group plc | Sold out | -410.3k |
| Long Pond Capital, LP | Reduced | -390.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -209.4k |
| Passive Capital Management, LLC. | Reduced | -200.0k |
| HRT FINANCIAL LP | Reduced | -161.8k |
| Yorkville Advisors Global, LP | Sold out | -143.9k |
| JANE STREET GROUP, LLC | Sold out | -137.2k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -117.9k |
| Legal & General Group Plc | Reduced | -100.5k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.6 pts · filed 2026-10-27 | 17.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-02-05 | 10.5% |
| Long Pond Capital, LP 13G · institution +1.7 pts · filed 2026-02-17 | 7.0% |
| MORGAN STANLEY 13G · institution +1.1 pts · filed 2026-05-12 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $345.2k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 5 | $1.4m | — |
| Q4 2025 | 0 | — | 3 | $984.9k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $300.3k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-08 | MUSELES STEVEN A Chief Legal Off. & Corp. Secy | Sold | $300.3k20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 11.2m $164.2m | Added +137.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.2m $90.4m | Added +276.9k |
| Long Pond Capital, LP 6.19% of their portfolio | 4.0m $59.0m | Reduced -390.2k |
| MORGAN STANLEY 0.00% of their portfolio | 3.9m $57.8m | Reduced -71.3k |
| STATE STREET CORP 0.00% of their portfolio | 3.6m $53.2m | Reduced -14.7k |
| CITIGROUP INC 0.02% of their portfolio | 2.9m $42.5m | Added +11.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $38.2m | Added +182.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $25.9m | Added +78.5k |
| PRIVATE MANAGEMENT GROUP INC 0.65% of their portfolio | 1.7m $24.6m | Added +33.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.5m $21.3m | Reduced -209.4k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 1.2m $18.1m | Added +134.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 986.0k $14.5m | Added +231.1k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 973.1k $14.3m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 861.9k $12.6m | Reduced -25.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 856.6k $12.6m | Reduced -709.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 803.6k $11.8m | Added +426.6k |
| BESSEMER GROUP INC 0.01% of their portfolio | 563.5k $8.3m | Added +165.8k |
| UBS Group AG 0.00% of their portfolio | 514.0k $7.5m | Added +68.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 499.7k $7.3m | Added +496.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 497.0k $7.3m | Added +30.0k |
| Loews Corp 0.06% of their portfolio | 496.5k $7.3m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 455.8k $6.7m | Reduced -223 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 391.1k $5.7m | Added +7.2k |
| Marnell Management LLC 2.85% of their portfolio | 381.6k $5.6m | Reduced -70.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 337.9k $5.0m | Added +154.7k |
| Legal & General Group Plc 0.00% of their portfolio | 333.6k $4.9m | Reduced -100.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 327.9k $4.8m | Reduced -7.2k |
| Quantinno Capital Management LP 0.01% of their portfolio | 325.2k $4.8m | Added +45.3k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 306.0k $4.5m | Added +272.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 303.5k $4.5m | Added +120.9k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 292.0k $4.3m | Added +170.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 281.6k $4.1m | Reduced -6.1k |
| Nuveen, LLC 0.00% of their portfolio | 244.3k $3.6m | Added +70.3k |
| Invesco Ltd. 0.00% of their portfolio | 231.2k $3.4m | Reduced -15.3k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 200.1k $2.9m | Reduced -11.6k |
| WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio | 182.1k $2.7m | New |
| BROWN ADVISORY INC 0.00% of their portfolio | 179.7k $2.6m | Reduced -12.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 157.3k $2.3m | Reduced -35.2k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 148.6k $2.2m | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 142.2k $2.1m | Reduced -2.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 119.9k $1.8m | Added +43.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 119.2k $1.8m | Added +20.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 118.6k $1.7m | Added +4.9k |
| Swiss National Bank 0.00% of their portfolio | 118.4k $1.7m | Added +1.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 108.6k $1.6m | Reduced -161.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 102.9k $1.5m | Reduced -8.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 102.5k $1.5m | Added +102.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 98.4k $1.4m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 97.4k $1.4m | Added +6.9k |
| Summit Trail Advisors, LLC 0.02% of their portfolio | 96.2k $1.4m | Added +31.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 89.3k $1.3m | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 84.3k $1.2m | Reduced -59.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 80.3k $1.2m | Reduced -60.9k |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 80.2k $1.2m | Unchanged |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 77.8k $1.1m | Reduced -2.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 75.5k $1.1m | Added +46.9k |
| XTX Topco Ltd 0.01% of their portfolio | 74.1k $1.1m | Added +61.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 72.7k $1.1m | Reduced -13.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 71.5k $1.0m | Added +30.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 70.7k $1.0m | Reduced -681 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 62.6k $918.1k | Reduced -2.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 61.9k $908.1k | Added +740 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 60.9k $893.0k | Added +1.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 58.4k $856.7k | Added +16.8k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 55.8k $817.9k | Reduced -4.7k |
| Amundi 0.00% of their portfolio | 54.4k $798.1k | Reduced -15.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 53.2k $780.9k | Added +5.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 52.6k $771.6k | Added +33.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 51.2k $751.2k | Added +5.0k |
| Jain Global LLC 0.01% of their portfolio | 50.9k $747.2k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 49.6k $728.3k | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 48.6k $712.0k | Reduced -9.0k |
| BARCLAYS PLC 0.00% of their portfolio | 46.5k $682.4k | Reduced -16.6k |
| Inspire Investing, LLC 0.03% of their portfolio | 45.7k $669.9k | Added +10.9k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 45.6k $668.8k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 45.4k $665.5k | Reduced -18.9k |
| Campbell & CO Investment Adviser LLC 0.03% of their portfolio | 41.3k $605.6k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 41.2k $604.5k | Added +6.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 40.5k $594.7k | Reduced -3.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 40.5k $594.6k | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 38.3k $561.0k | Reduced -1.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 38.0k $557.7k | Added +227 |
| Engineers Gate Manager LP 0.01% of their portfolio | 38.0k $557.5k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 34.8k $510.3k | Reduced -25.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 32.0k $469.6k | Added +26.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 31.9k $467.8k | Unchanged |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 31.8k $466.5k | Added +107 |
| Vert Asset Management LLC 0.13% of their portfolio | 31.4k $460.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 31.0k $454.0k | Added +28.7k |
| Jupiter Topco LLC 0.00% of their portfolio | 30.7k $450.6k | First filing |
| AdvisorShares Investments LLC 0.05% of their portfolio | 29.7k $435.7k | Unchanged |
| Lighthouse Investment Partners, LLC 0.01% of their portfolio | 28.7k $421.6k | New |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 28.1k $412.8k | Added +1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 28.0k $410.4k | Added +12.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 27.8k $407.3k | Reduced -319 |
| BTG Pactual Asset Management US LLC 0.03% of their portfolio | 27.2k $399.6k | Added +11.7k |
| Aberdeen Group plc 0.00% of their portfolio | 26.7k $391.7k | Added +5.7k |
| Resona Asset Management Co.,Ltd. 0.00% of their portfolio | 26.4k $389.5k | Reduced -41 |
| DIMENSION CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 25.9k $380.5k | Unchanged |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 25.5k $374.1k | Reduced -700 |