Long Pond Capital’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59M | Sell |
4,024,019
-390,250
| -9% | -$5.77M | 5.67% | 6 |
|
|
2026
Q1 | $64.5M | Buy |
4,414,269
+266,870
| +6% | +$4.26M | 6.16% | 4 |
|
|
2025
Q4 | $70.5M | Buy |
4,147,399
+918,505
| +28% | +$17.4M | 8.29% | 3 |
|
|
2025
Q3 | $71.8M | Sell |
3,228,894
-605,139
| -16% | -$12.5M | 5.2% | 7 |
|
|
2025
Q2 | $66.3M | Buy |
3,834,033
+230,150
| +6% | +$3.75M | 4.28% | 11 |
|
|
2025
Q1 | $58.1M | Sell |
3,603,883
-2,731,949
| -43% | -$41.5M | 3.78% | 10 |
|
|
2024
Q4 | $97.4M | Sell |
6,335,832
-73,836
| -1% | -$1.24M | 4.94% | 8 |
|
|
2024
Q3 | $112M | Sell |
6,409,668
-483,049
| -7% | -$8.19M | 5.02% | 7 |
|
|
2024
Q2 | $105M | Sell |
6,892,717
-82,634
| -1% | -$1.22M | 5.61% | 6 |
|
|
2024
Q1 | $112M | Sell |
6,975,351
-53,075
| -0.8% | -$885K | 6.41% | 5 |
|
|
2023
Q4 | $120M | Sell |
7,028,426
-632,130
| -8% | -$9.21M | 9.61% | 2 |
|
|
2023
Q3 | $111M | Sell |
7,660,556
-375,637
| -5% | -$5.81M | 6.32% | 5 |
|
|
2023
Q2 | $121M | Sell |
8,036,193
-527,261
| -6% | -$7.68M | 7.13% | 4 |
|
|
2023
Q1 | $129M | Buy |
8,563,454
+40,738
| +0.5% | +$722K | 6.92% | 3 |
|
|
2022
Q4 | $162M | Sell |
8,522,716
-98,484
| -1% | -$1.9M | 9.9% | 1 |
|
|
2022
Q3 | $160M | Hold |
8,621,200
| – | – | 9.38% | 2 |
|
|
2022
Q2 | $204M | Buy |
8,621,200
+349,635
| +4% | +$9.04M | 10.09% | 1 |
|
|
2022
Q1 | $242M | Buy |
8,271,565
+2,308,908
| +39% | +$65M | 9.85% | 1 |
|
|
2021
Q4 | $171M | Buy |
5,962,657
+2,696,073
| +83% | +$79M | 6.11% | 3 |
|
|
2021
Q3 | $96.7M | Buy |
3,266,584
+2,787,980
| +583% | +$86M | 3.54% | 10 |
|
|
2021
Q2 | $15.1M | Sell |
478,604
-1,190,425
| -71% | -$38.8M | 0.52% | 36 |
|
|
2021
Q1 | $53.1M | Sell |
1,669,029
-1,215,996
| -42% | -$38.5M | 1.81% | 21 |
|
|
2020
Q4 | $90.2M | Sell |
2,885,025
-1,069,815
| -27% | -$30.8M | 3.01% | 13 |
|
|
2020
Q3 | $106M | Buy |
3,954,840
+415,141
| +12% | +$11.7M | 4.05% | 6 |
|
|
2020
Q2 | $105M | Buy |
3,539,699
+57,412
| +2% | +$1.78M | 4.13% | 8 |
|
|
2020
Q1 | $111M | Buy |
3,482,287
+800,249
| +30% | +$30.1M | 5.68% | 6 |
|
|
2019
Q4 | $107M | Buy |
2,682,038
+1,528,911
| +133% | +$60.5M | 2.73% | 14 |
|
|
2019
Q3 | $45.2M | Buy |
1,153,127
+394,623
| +52% | +$15.4M | 1.18% | 27 |
|
|
2019
Q2 | $29.8M | Sell |
758,504
-1,215,913
| -62% | -$50M | 0.9% | 28 |
|
|
2019
Q1 | $81.6M | Sell |
1,974,417
-131,167
| -6% | -$5.15M | 2.85% | 12 |
|
|
2018
Q4 | $73.3M | Sell |
2,105,584
-103,949
| -5% | -$3.91M | 2.88% | 11 |
|
|
2018
Q3 | $81.4M | Sell |
2,209,533
-200,879
| -8% | -$7.39M | 2.12% | 16 |
|
|
2018
Q2 | $87.9M | Sell |
2,410,412
-655,062
| -21% | -$23.7M | 1.94% | 14 |
|
|
2018
Q1 | $103M | Sell |
3,065,474
-262,943
| -8% | -$8.72M | 2.63% | 14 |
|
|
2017
Q4 | $116M | Buy |
3,328,417
+2,830,296
| +568% | +$93.5M | 3.27% | 12 |
|
|
2017
Q3 | $17M | Buy |
+498,121
| New | +$16.9M | 0.61% | 22 |
|
Other funds holding JBGS
PMG
Long Pond Capital's JBGS Position: Q2 2026 in Review
Long Pond Capital reduced its JBG SMITH (JBGS) stake by 8.8% in Q2 2026, selling an estimated $5.77M and leaving 4,024,019 shares worth $59M. The position accounts for 5.67% of the portfolio, ranked #6.
Long Pond Capital first reported a position in JBGS in Q3 2017 and has held it in 36 quarters since. The position peaked at $242M in Q1 2022. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.
- Long Pond Capital held 4,024,019 shares of JBG SMITH worth $59M as of Q2 2026.
- Long Pond Capital sold 390,250 JBG SMITH shares in Q2 2026, an estimated $5.77M.
- JBG SMITH made up 5.67% of Long Pond Capital's portfolio in Q2 2026, its #6 holding.
- Long Pond Capital first reported a position in JBG SMITH in Q3 2017 and has held it in 36 quarters since.
- Long Pond Capital's JBG SMITH position peaked at $242M in Q1 2022.
- 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.
Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.