JO
JBGS

John Overdeck’s JBG SMITH JBGS Stock Holding History

John Overdeck’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
2026
Q2 		$4.96M Buy
337,939
+154,736
+84% +$2.29M ﹤0.01% 2156
2026
Q1 		$2.68M Buy
183,203
+119,610
+188% +$1.91M ﹤0.01% 2543
2025
Q4 		$1.08M Buy
+63,593
New +$1.2M ﹤0.01% 2856
2020
Q4 		– Sell
-28,293
Closed -$757K – 3543
2020
Q3 		$757K Sell
28,293
-41,576
-60% -$1.17M ﹤0.01% 1951
2020
Q2 		$2.07M Buy
+69,869
New +$2.16M 0.01% 1080

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's JBGS Position: Q2 2026 in Review

John Overdeck increased its JBG SMITH (JBGS) stake by 84% in Q2 2026, buying an estimated $2.29M and bringing the position to 337,939 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

John Overdeck first reported a position in JBGS in Q2 2020 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • John Overdeck held 337,939 shares of JBG SMITH worth $4.96M as of Q2 2026.
  • John Overdeck bought 154,736 JBG SMITH shares in Q2 2026, an estimated $2.29M.
  • JBG SMITH made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2156 holding.
  • John Overdeck first reported a position in JBG SMITH in Q2 2020 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.