LC
JBGS

Lindbrook Capital’s JBG SMITH JBGS Stock Holding History

Lindbrook Capital’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
Q1 		$2.74K Buy
+170
New +$2.58K ﹤0.01% 2185
2024
Q1 		– Sell
-115
Closed -$1.96K – 2706
2023
Q4 		$1.96K Sell
115
-264
-70% -$3.85K ﹤0.01% 2269
2023
Q3 		$5.48K Sell
379
-2,586
-87% -$40K ﹤0.01% 1728
2023
Q2 		$44.6K Buy
2,965
+1,357
+84% +$19.8K ﹤0.01% 753
2023
Q1 		$24.2K Buy
1,608
+1,283
+395% +$22.8K ﹤0.01% 978
2022
Q4 		$6.17K Buy
325
+295
+983% +$5.7K ﹤0.01% 1696
2022
Q3 		$1K Buy
+30
New +$687 ﹤0.01% 2366
2022
Q2 		– Sell
-136
Closed -$4K – 2619
2022
Q1 		$4K Buy
136
+114
+518% +$3.21K ﹤0.01% 1704
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1940
2021
Q3 		$1K Hold
22
– – ﹤0.01% 1736
2021
Q2 		$1K Sell
22
-19
-46% -$619 ﹤0.01% 1778
2021
Q1 		$1K Buy
41
+19
+86% +$602 ﹤0.01% 1740
2020
Q4 		$1K Sell
22
-34
-61% -$980 ﹤0.01% 1630
2020
Q3 		$1K Sell
56
-242
-81% -$6.79K ﹤0.01% 1577
2020
Q2 		$9K Sell
298
-79
-21% -$2.45K ﹤0.01% 873
2020
Q1 		$12K Buy
377
+276
+273% +$10.4K ﹤0.01% 699
2019
Q4 		$4K Buy
101
+38
+60% +$1.5K ﹤0.01% 1152
2019
Q3 		$2K Hold
63
– – ﹤0.01% 1269
2019
Q2 		$2K Hold
63
– – ﹤0.01% 1237
2019
Q1 		$2K Buy
63
+46
+271% +$1.8K ﹤0.01% 1235
2018
Q4 		$0 Buy
+17
New +$639 ﹤0.01% 1394

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's JBGS Position: Q1 2025 in Review

Lindbrook Capital opened a new position in JBG SMITH (JBGS) in Q1 2025: 170 shares worth $2.74K. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in JBGS as recently as Q4 2023.

Lindbrook Capital first reported a position in JBGS in Q4 2018 and has held it in 21 quarters since. The position peaked at $44.6K in Q2 2023. 210 funds tracked by Wall St. Rank hold JBGS as of Q1 2025.

  • Lindbrook Capital held 170 shares of JBG SMITH worth $2.74K as of Q1 2025.
  • JBG SMITH was a new Lindbrook Capital position in Q1 2025.
  • JBG SMITH made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2185 holding.
  • Lindbrook Capital first reported a position in JBG SMITH in Q4 2018 and has held it in 21 quarters since.
  • Lindbrook Capital's JBG SMITH position peaked at $44.6K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.