Resona Asset Management’s JBG SMITH JBGS Stock Holding History

Resona Asset 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	$389K	Buy	26,440 +914	+4%	+$14.6K	﹤0.01%	706
2025 Q4	$434K	Sell	25,526 -1,678	-6%	-$31.7K	﹤0.01%	704
2025 Q3	$591K	Sell	27,204 -1,975	-7%	-$40.6K	﹤0.01%	683
2025 Q2	$510K	Sell	29,179 -7,826	-21%	-$127K	﹤0.01%	696
2025 Q1	$590K	Buy	37,005 +3,561	+11%	+$54.1K	﹤0.01%	675
2024 Q4	$510K	Sell	33,444 -118	-0.4%	-$1.98K	﹤0.01%	708
2024 Q3	$589K	Sell	33,562 -322	-1%	-$5.46K	﹤0.01%	699
2024 Q2	$512K	Sell	33,884 -103	-0.3%	-$1.52K	﹤0.01%	709
2024 Q1	$545K	Buy	+33,987	New	+$566K	﹤0.01%	710

Other funds holding JBGS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Long Pond Capital New York $978M 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 $157B AUM 32.99% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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