Morgan Stanley
JBGS

Morgan Stanley’s JBG SMITH JBGS Stock Holding History

Morgan Stanley’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 		$58.6M Buy
4,012,364
+636,244
+19% +$10.1M ﹤0.01% 1929
2025
Q4 		$57.4M Buy
3,376,120
+1,218,460
+56% +$23M ﹤0.01% 1949
2025
Q3 		$48M Sell
2,157,660
-1,885,633
-47% -$38.8M ﹤0.01% 2048
2025
Q2 		$69.9M Sell
4,043,293
-1,521,815
-27% -$24.8M ﹤0.01% 1619
2025
Q1 		$89.7M Sell
5,565,108
-45,195
-0.8% -$687K 0.01% 1328
2024
Q4 		$86.2M Sell
5,610,303
-49,170
-0.9% -$823K 0.01% 1367
2024
Q3 		$98.9M Sell
5,659,473
-1,060,400
-16% -$18M 0.01% 1247
2024
Q2 		$102M Sell
6,719,873
-37,712
-0.6% -$558K 0.01% 1167
2024
Q1 		$108M Sell
6,757,585
-7,312,881
-52% -$122M 0.01% 1134
2023
Q4 		$239M Buy
14,070,466
+6,892,534
+96% +$100M 0.01% 1038
2023
Q3 		$104M Sell
7,177,932
-48,399
-0.7% -$749K 0.01% 1032
2023
Q2 		$109M Buy
7,226,331
+782,180
+12% +$11.4M 0.01% 1036
2023
Q1 		$97M Buy
6,444,151
+1,728,733
+37% +$30.7M 0.01% 1072
2022
Q4 		$89.5M Buy
4,715,418
+1,673,403
+55% +$32.3M 0.01% 1094
2022
Q3 		$56.5M Buy
3,042,015
+2,632,951
+644% +$60.3M 0.01% 1240
2022
Q2 		$9.67M Sell
409,064
-82,773
-17% -$2.14M ﹤0.01% 3100
2022
Q1 		$14.4M Buy
491,837
+182,561
+59% +$5.14M ﹤0.01% 2469
2021
Q4 		$8.88M Sell
309,276
-313,281
-50% -$9.18M ﹤0.01% 3073
2021
Q3 		$18.4M Sell
622,557
-73,839
-11% -$2.28M ﹤0.01% 2170
2021
Q2 		$21.9M Sell
696,396
-508,154
-42% -$16.6M ﹤0.01% 2042
2021
Q1 		$38.3M Sell
1,204,550
-325,011
-21% -$10.3M 0.01% 1378
2020
Q4 		$47.8M Buy
1,529,561
+224,573
+17% +$6.47M 0.01% 1133
2020
Q3 		$34.9M Sell
1,304,988
-26,070
-2% -$732K 0.01% 1102
2020
Q2 		$39.4M Buy
1,331,058
+93,799
+8% +$2.91M 0.01% 961
2020
Q1 		$39.4M Buy
1,237,259
+59,278
+5% +$2.23M 0.01% 853
2019
Q4 		$47M Sell
1,177,981
-9,736
-0.8% -$385K 0.01% 971
2019
Q3 		$46.6M Buy
1,187,717
+35,411
+3% +$1.38M 0.01% 899
2019
Q2 		$45.3M Sell
1,152,306
-296,178
-20% -$12.2M 0.01% 908
2019
Q1 		$59.9M Sell
1,448,484
-109,539
-7% -$4.3M 0.02% 748
2018
Q4 		$54.2M Sell
1,558,023
-31,228
-2% -$1.17M 0.02% 772
2018
Q3 		$58.5M Sell
1,589,251
-333,434
-17% -$12.3M 0.01% 867
2018
Q2 		$70.1M Sell
1,922,685
-1,086,393
-36% -$39.3M 0.02% 739
2018
Q1 		$101M Sell
3,009,078
-543,559
-15% -$18M 0.03% 588
2017
Q4 		$123M Sell
3,552,637
-753,746
-18% -$24.9M 0.03% 508
2017
Q3 		$147M Buy
+4,306,383
New +$146M 0.04% 406

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
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 $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley's JBGS Position: Q1 2026 in Review

Morgan Stanley increased its JBG SMITH (JBGS) stake by 19% in Q1 2026, buying an estimated $10.1M and bringing the position to 4,012,364 shares worth $58.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Morgan Stanley first reported a position in JBGS in Q3 2017 and has held it in 35 quarters since. The position peaked at $239M in Q4 2023. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Morgan Stanley held 4,012,364 shares of JBG SMITH worth $58.6M as of Q1 2026.
  • Morgan Stanley bought 636,244 JBG SMITH shares in Q1 2026, an estimated $10.1M.
  • JBG SMITH made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1929 holding.
  • Morgan Stanley first reported a position in JBG SMITH in Q3 2017 and has held it in 35 quarters since.
  • Morgan Stanley's JBG SMITH position peaked at $239M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.