Salem Investment Counselors’s JBG SMITH JBGS Stock Holding History

Salem Investment Counselors’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 Q1	–	Sell	-200	Closed	-$3.11K	–	1242
2024 Q4	$3.11K	Buy	+200	New	+$3.35K	﹤0.01%	976

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Salem Investment Counselors's JBGS Position: Q1 2025 in Review

Salem Investment Counselors sold out of JBG SMITH (JBGS) in Q1 2025, closing a stake of 200 shares — an estimated $3.11K sold.

Salem Investment Counselors first reported a position in JBGS in Q4 2024 and held it in 1 quarter. The position peaked at $3.11K in Q4 2024. 210 funds tracked by Wall St. Rank hold JBGS as of Q1 2025.

Salem Investment Counselors reported no remaining JBG SMITH position as of Q1 2025 after selling out during the quarter.
Salem Investment Counselors sold 200 JBG SMITH shares in Q1 2025, an estimated $3.11K.
Salem Investment Counselors first reported a position in JBG SMITH in Q4 2024 and held it in 1 quarter.
Salem Investment Counselors's JBG SMITH position peaked at $3.11K in Q4 2024.
210 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.