GRP
JBGS

Global Retirement Partners’s JBG SMITH JBGS Stock Holding History

Global Retirement 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
Q4 		$204 Hold
12
– – ﹤0.01% 4106
2025
Q3 		$267 Hold
12
– – ﹤0.01% 3717
2025
Q2 		$208 Buy
+12
New +$195 ﹤0.01% 3664
2024
Q4 		$184 Sell
12
-19
-61% -$318 ﹤0.01% 3513
2024
Q3 		$542 Hold
31
– – ﹤0.01% 3258
2024
Q2 		$472 Hold
31
– – ﹤0.01% 3301
2024
Q1 		$498 Hold
31
– – ﹤0.01% 3130
2023
Q4 		$526 Hold
31
– – ﹤0.01% 3067
2023
Q3 		$429 Buy
31
+19
+158% +$294 ﹤0.01% 2994
2023
Q2 		$180 Hold
12
– – ﹤0.01% 3100
2023
Q1 		$169 Sell
12
-61
-84% -$1.08K ﹤0.01% 3099
2022
Q4 		$1.39K Hold
73
– – ﹤0.01% 2489
2022
Q3 		$1K Buy
73
+25
+52% +$573 ﹤0.01% 2491
2022
Q2 		$1K Buy
+48
New +$1.24K ﹤0.01% 2462

Other funds holding JBGS

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LPC
Long Pond Capital New York $978M 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 $157B 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