CCP
JBGS

Carmel Capital Partners’s JBG SMITH JBGS Stock Holding History

Carmel Capital Partners’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,577
Closed -$218K – 131
2025
Q2 		$218K Sell
12,577
-14,333
-53% -$233K 0.08% 141
2025
Q1 		$434K Sell
26,910
-120
-0.4% -$1.82K 0.17% 102
2024
Q4 		$415K Buy
27,030
+830
+3% +$13.9K 0.17% 96
2024
Q3 		$458K Buy
26,200
+1,084
+4% +$18.4K 0.18% 95
2024
Q2 		$383K Buy
25,116
+2,073
+9% +$30.7K 0.16% 97
2024
Q1 		$370K Buy
23,043
+1,618
+8% +$27K 0.15% 97
2023
Q4 		$364K Buy
21,425
+4,567
+27% +$66.5K 0.19% 89
2023
Q3 		$244K Buy
16,858
+8,950
+113% +$139K 0.11% 128
2023
Q2 		$119K Buy
7,908
+1,526
+24% +$22.2K 0.06% 154
2023
Q1 		$96.1K Buy
+6,382
New +$113K 0.06% 190

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmel Capital Partners's JBGS Position: Q3 2025 in Review

Carmel Capital Partners sold out of JBG SMITH (JBGS) in Q3 2025, closing a stake of 12,577 shares — an estimated $218K sold.

Carmel Capital Partners first reported a position in JBGS in Q1 2023 and held it in 10 quarters. The position peaked at $458K in Q3 2024. 224 funds tracked by Wall St. Rank hold JBGS as of Q3 2025.

  • Carmel Capital Partners reported no remaining JBG SMITH position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 12,577 JBG SMITH shares in Q3 2025, an estimated $218K.
  • Carmel Capital Partners first reported a position in JBG SMITH in Q1 2023 and held it in 10 quarters.
  • Carmel Capital Partners's JBG SMITH position peaked at $458K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.