North Star Investment Management’s JBG SMITH JBGS Stock Holding History

North Star Investment Management’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	$4.97K	Hold	340	–	–	﹤0.01%	1191
2025 Q4	$5.78K	Hold	340	–	–	﹤0.01%	1071
2025 Q3	$7.57K	Hold	340	–	–	﹤0.01%	963
2025 Q2	$5.88K	Hold	340	–	–	﹤0.01%	978
2025 Q1	$5.48K	Hold	340	–	–	﹤0.01%	964
2024 Q4	$5.23K	Sell	340 -90	-21%	-$1.51K	﹤0.01%	992
2024 Q3	$7.52K	Hold	430	–	–	﹤0.01%	900
2024 Q2	$6.55K	Buy	430 +52	+14%	+$770	﹤0.01%	882
2024 Q1	$6.07K	Hold	378	–	–	﹤0.01%	947
2023 Q4	$6.43K	Hold	378	–	–	﹤0.01%	915
2023 Q3	$5.47K	Hold	378	–	–	﹤0.01%	937
2023 Q2	$5.68K	Hold	378	–	–	﹤0.01%	949
2023 Q1	$5.69K	Buy	378 +158	+72%	+$2.8K	﹤0.01%	966
2022 Q4	$4.18K	Hold	220	–	–	﹤0.01%	995
2022 Q3	$4K	Buy	+220	New	+$5.04K	﹤0.01%	961
2019 Q4	–	Sell	-9	Closed	–	–	1072
2019 Q3	$0	Buy	+9	New	+$351	﹤0.01%	1100
2019 Q2	–	Sell	-9	Closed	–	–	665
2019 Q1	$0	Hold	9	–	–	﹤0.01%	1072
2018 Q4	$0	Sell	9 -120	-93%	-$4.51K	﹤0.01%	1071
2018 Q3	$5K	Hold	129	–	–	﹤0.01%	936
2018 Q2	$5K	Hold	129	–	–	﹤0.01%	955
2018 Q1	$4K	Hold	129	–	–	﹤0.01%	962
2017 Q4	$4K	Buy	+129	New	+$4.26K	﹤0.01%	947

Other funds holding JBGS

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

North Star Investment Management's JBGS Position: Q1 2026 in Review

North Star Investment Management held its JBG SMITH (JBGS) position steady in Q1 2026 at 340 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

North Star Investment Management first reported a position in JBGS in Q4 2017 and has held it in 22 quarters since. The position peaked at $7.57K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

North Star Investment Management held 340 shares of JBG SMITH worth $4.97K as of Q1 2026.
North Star Investment Management left its JBG SMITH share count unchanged in Q1 2026.
JBG SMITH made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1191 holding.
North Star Investment Management first reported a position in JBG SMITH in Q4 2017 and has held it in 22 quarters since.
North Star Investment Management's JBG SMITH position peaked at $7.57K in Q3 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.