Mariner

Mariner’s JBG SMITH JBGS Stock Holding History

Mariner’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 Q2	–	Sell	-10,786	Closed	-$174K	–	3578
2025 Q1	$174K	Buy	10,786 +309	+3%	+$4.7K	﹤0.01%	3050
2024 Q4	$161K	Sell	10,477 -2,885	-22%	-$48.3K	﹤0.01%	3072
2024 Q3	$234K	Buy	13,362 +60	+0.5%	+$1.02K	﹤0.01%	2795
2024 Q2	$203K	Buy	13,302 +71	+0.5%	+$1.05K	﹤0.01%	2790
2024 Q1	$212K	Buy	13,231 +428	+3%	+$7.13K	﹤0.01%	2719
2023 Q4	$218K	Sell	12,803 -6,025	-32%	-$87.7K	﹤0.01%	2624
2023 Q3	$272K	Buy	18,828 +1,636	+10%	+$25.3K	﹤0.01%	2243
2023 Q2	$258K	Buy	17,192 +234	+1%	+$3.41K	﹤0.01%	2241
2023 Q1	$255K	Buy	+16,958	New	+$301K	﹤0.01%	2202

Other funds holding JBGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return