Tortoise Investment Management’s JBG SMITH JBGS Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-341	Closed	-$7.59K	–	839
2025 Q3	$7.59K	Hold	341	–	–	﹤0.01%	649
2025 Q2	$5.9K	Hold	341	–	–	﹤0.01%	645
2025 Q1	$5.49K	Hold	341	–	–	﹤0.01%	626
2024 Q4	$5.24K	Hold	341	–	–	﹤0.01%	683
2024 Q3	$5.96K	Hold	341	–	–	﹤0.01%	677
2024 Q2	$5.19K	Hold	341	–	–	﹤0.01%	687
2024 Q1	$5.47K	Hold	341	–	–	﹤0.01%	671
2023 Q4	$5.8K	Hold	341	–	–	﹤0.01%	628
2023 Q3	$4.93K	Hold	341	–	–	﹤0.01%	622
2023 Q2	$5.13K	Hold	341	–	–	﹤0.01%	620
2023 Q1	$5.13K	Hold	341	–	–	﹤0.01%	612
2022 Q4	$6.47K	Hold	341	–	–	﹤0.01%	591
2022 Q3	$6K	Hold	341	–	–	﹤0.01%	587
2022 Q2	$8K	Hold	341	–	–	﹤0.01%	549
2022 Q1	$10K	Hold	341	–	–	﹤0.01%	497
2021 Q4	$10K	Hold	341	–	–	﹤0.01%	484
2021 Q3	$10K	Hold	341	–	–	﹤0.01%	468
2021 Q2	$11K	Hold	341	–	–	﹤0.01%	457
2021 Q1	$11K	Hold	341	–	–	﹤0.01%	432
2020 Q4	$11K	Hold	341	–	–	﹤0.01%	407
2020 Q3	$9K	Hold	341	–	–	﹤0.01%	391
2020 Q2	$10K	Hold	341	–	–	﹤0.01%	371
2020 Q1	$11K	Hold	341	–	–	﹤0.01%	352
2019 Q4	$14K	Hold	341	–	–	﹤0.01%	364
2019 Q3	$13K	Hold	341	–	–	﹤0.01%	369
2019 Q2	$13K	Hold	341	–	–	﹤0.01%	395
2019 Q1	$14K	Hold	341	–	–	﹤0.01%	370
2018 Q4	$12K	Hold	341	–	–	﹤0.01%	369
2018 Q3	$13K	Hold	341	–	–	﹤0.01%	373
2018 Q2	$12K	Hold	341	–	–	﹤0.01%	390
2018 Q1	$11K	Hold	341	–	–	﹤0.01%	374
2017 Q4	$12K	Buy	+341	New	+$11.3K	﹤0.01%	371

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Tortoise Investment Management's JBGS Position: Q4 2025 in Review

Tortoise Investment Management sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 341 shares — an estimated $7.59K sold.

Tortoise Investment Management first reported a position in JBGS in Q4 2017 and held it in 32 quarters. The position peaked at $14K in Q4 2019. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

Tortoise Investment Management reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 341 JBG SMITH shares in Q4 2025, an estimated $7.59K.
Tortoise Investment Management first reported a position in JBG SMITH in Q4 2017 and held it in 32 quarters.
Tortoise Investment Management's JBG SMITH position peaked at $14K in Q4 2019.
216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.