MHC
JBGS

May Hill Capital’s JBG SMITH JBGS Stock Holding History

May Hill 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
2026
Q1 		$207K Buy
14,201
+158
+1% +$2.52K 0.05% 213
2025
Q4 		$239K Sell
14,043
-455
-3% -$8.6K 0.06% 174
2025
Q3 		$323K Buy
14,498
+76
+0.5% +$1.56K 0.09% 138
2025
Q2 		$250K Buy
14,422
+207
+1% +$3.37K 0.08% 158
2025
Q1 		$229K Sell
14,215
-751
-5% -$11.4K 0.09% 156
2024
Q4 		$230K Buy
+14,966
New +$251K 0.09% 144

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

May Hill Capital's JBGS Position: Q1 2026 in Review

May Hill Capital increased its JBG SMITH (JBGS) stake by 1.1% in Q1 2026, buying an estimated $2.52K and bringing the position to 14,201 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #213.

May Hill Capital first reported a position in JBGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • May Hill Capital held 14,201 shares of JBG SMITH worth $207K as of Q1 2026.
  • May Hill Capital bought 158 JBG SMITH shares in Q1 2026, an estimated $2.52K.
  • JBG SMITH made up 0.05% of May Hill Capital's portfolio in Q1 2026, its #213 holding.
  • May Hill Capital first reported a position in JBG SMITH in Q4 2024 and has held it in 6 quarters since.
  • May Hill Capital's JBG SMITH position peaked at $323K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.