Sumitomo Mitsui Trust Group
JBGS

Sumitomo Mitsui Trust Group’s JBG SMITH JBGS Stock Holding History

Sumitomo Mitsui Trust Group’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
Q2 		$918K Sell
62,586
-1,972
-3% -$29.2K ﹤0.01% 896
2026
Q1 		$943K Sell
64,558
-2,200
-3% -$35.1K ﹤0.01% 866
2025
Q4 		$1.14M Sell
66,758
-1,313
-2% -$24.8K ﹤0.01% 856
2025
Q3 		$1.51M Sell
68,071
-12,150
-15% -$250K ﹤0.01% 820
2025
Q2 		$1.39M Sell
80,221
-14,035
-15% -$229K ﹤0.01% 822
2025
Q1 		$1.52M Sell
94,256
-408
-0.4% -$6.2K ﹤0.01% 824
2024
Q4 		$1.45M Buy
94,664
+2,913
+3% +$48.8K ﹤0.01% 850
2024
Q3 		$1.6M Hold
91,751
– – ﹤0.01% 850
2024
Q2 		$1.4M Sell
91,751
-4,800
-5% -$71.1K ﹤0.01% 864
2024
Q1 		$1.55M Sell
96,551
-1,499
-2% -$25K ﹤0.01% 918
2023
Q4 		$1.67M Sell
98,050
-4,276
-4% -$62.3K ﹤0.01% 920
2023
Q3 		$1.48M Sell
102,326
-16,443
-14% -$255K ﹤0.01% 944
2023
Q2 		$1.79M Buy
118,769
+8,367
+8% +$122K ﹤0.01% 939
2023
Q1 		$1.66M Sell
110,402
-866
-0.8% -$15.4K ﹤0.01% 933
2022
Q4 		$2.11M Sell
111,268
-6,065
-5% -$117K ﹤0.01% 930
2022
Q3 		$2.18M Sell
117,333
-13,154
-10% -$301K ﹤0.01% 929
2022
Q2 		$3.08M Sell
130,487
-19,778
-13% -$512K ﹤0.01% 912
2022
Q1 		$4.39M Sell
150,265
-8,601
-5% -$242K ﹤0.01% 867
2021
Q4 		$4.56M Sell
158,866
-4,802
-3% -$141K ﹤0.01% 840
2021
Q3 		$4.85M Buy
163,668
+5,777
+4% +$178K ﹤0.01% 842
2021
Q2 		$4.97M Sell
157,891
-20,998
-12% -$684K ﹤0.01% 853
2021
Q1 		$5.69M Sell
178,889
-17,314
-9% -$549K ﹤0.01% 832
2020
Q4 		$6.13M Sell
196,203
-39,051
-17% -$1.13M ﹤0.01% 819
2020
Q3 		$6.29M Sell
235,254
-25,812
-10% -$725K ﹤0.01% 802
2020
Q2 		$7.72M Buy
261,066
+20,516
+9% +$636K 0.01% 772
2020
Q1 		$7.66M Buy
240,550
+31,492
+15% +$1.18M 0.01% 743
2019
Q4 		$8.34M Buy
209,058
+46,783
+29% +$1.85M 0.01% 758
2019
Q3 		$6.36M Buy
162,275
+23,762
+17% +$927K 0.01% 764
2019
Q2 		$5.45M Buy
138,513
+69,700
+101% +$2.87M ﹤0.01% 760
2019
Q1 		$2.85M Sell
68,813
-42,400
-38% -$1.66M ﹤0.01% 760
2018
Q4 		$3.83M Buy
111,213
+909
+0.8% +$34.2K ﹤0.01% 707
2018
Q3 		$4.06M Buy
110,304
+16,404
+17% +$604K ﹤0.01% 719
2018
Q2 		$3.42M Buy
93,900
+2,146
+2% +$77.7K ﹤0.01% 737
2018
Q1 		$3.09M Buy
91,754
+4,342
+5% +$144K ﹤0.01% 737
2017
Q4 		$3.04M Sell
87,412
-2,410
-3% -$79.6K ﹤0.01% 741
2017
Q3 		$3.07M Buy
+89,822
New +$3.04M ﹤0.01% 729

Other funds holding JBGS

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group's JBGS Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its JBG SMITH (JBGS) stake by 3.1% in Q2 2026, selling an estimated $29.2K and leaving 62,586 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Sumitomo Mitsui Trust Group first reported a position in JBGS in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.34M in Q4 2019. 50 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 62,586 shares of JBG SMITH worth $918K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,972 JBG SMITH shares in Q2 2026, an estimated $29.2K.
  • JBG SMITH made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #896 holding.
  • Sumitomo Mitsui Trust Group first reported a position in JBG SMITH in Q3 2017 and has held it in 36 quarters since.
  • Sumitomo Mitsui Trust Group's JBG SMITH position peaked at $8.34M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.