DWA
JBGS

Douglass Winthrop Advisors’s JBG SMITH JBGS Stock Holding History

Douglass Winthrop Advisors’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
Q4 		– Sell
-23,778
Closed -$529K – 310
2025
Q3 		$529K Hold
23,778
– – 0.01% 204
2025
Q2 		$411K Hold
23,778
– – 0.01% 206
2025
Q1 		$383K Hold
23,778
– – 0.01% 215
2024
Q4 		$365K Hold
23,778
– – 0.01% 232
2024
Q3 		$416K Hold
23,778
– – 0.01% 216
2024
Q2 		$362K Hold
23,778
– – 0.01% 219
2024
Q1 		$382K Hold
23,778
– – 0.01% 212
2023
Q4 		$404K Hold
23,778
– – 0.01% 191
2023
Q3 		$344K Hold
23,778
– – 0.01% 189
2023
Q2 		$358K Hold
23,778
– – 0.01% 194
2023
Q1 		$358K Hold
23,778
– – 0.01% 193
2022
Q4 		$451K Hold
23,778
– – 0.01% 184
2022
Q3 		$442K Buy
+23,778
New +$545K 0.01% 177

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Douglass Winthrop Advisors's JBGS Position: Q4 2025 in Review

Douglass Winthrop Advisors sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 23,778 shares — an estimated $529K sold.

Douglass Winthrop Advisors first reported a position in JBGS in Q3 2022 and held it in 13 quarters. The position peaked at $529K in Q3 2025. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • Douglass Winthrop Advisors reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 23,778 JBG SMITH shares in Q4 2025, an estimated $529K.
  • Douglass Winthrop Advisors first reported a position in JBG SMITH in Q3 2022 and held it in 13 quarters.
  • Douglass Winthrop Advisors's JBG SMITH position peaked at $529K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.