Vert Asset Management’s JBG SMITH JBGS Stock Holding History

Vert 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	$458K	Sell	31,371 -700	-2%	-$11.2K	0.15%	40
2025 Q4	$546K	Buy	32,071 +997	+3%	+$18.8K	0.18%	41
2025 Q3	$691K	Hold	31,074	–	–	0.23%	36
2025 Q2	$538K	Sell	31,074 -576	-2%	-$9.38K	0.2%	39
2025 Q1	$510K	Hold	31,650	–	–	0.18%	40
2024 Q4	$486K	Hold	31,650	–	–	0.17%	39
2024 Q3	$553K	Hold	31,650	–	–	0.19%	37
2024 Q2	$482K	Sell	31,650 -4,662	-13%	-$69K	0.19%	36
2024 Q1	$583K	Hold	36,312	–	–	0.25%	33
2023 Q4	$618K	Sell	36,312 -7,474	-17%	-$109K	0.27%	33
2023 Q3	$633K	Buy	43,786 +6,071	+16%	+$94K	0.32%	32
2023 Q2	$567K	Buy	37,715 +4,047	+12%	+$59K	0.29%	31
2023 Q1	$507K	Buy	33,668 +14,111	+72%	+$250K	0.3%	32
2022 Q4	$371K	Sell	19,557 -3,283	-14%	-$63.4K	0.33%	32
2022 Q3	$424K	Buy	22,840 +2,100	+10%	+$48.1K	0.4%	31
2022 Q2	$490K	Hold	20,740	–	–	0.45%	31
2022 Q1	$606K	Buy	20,740 +3,242	+19%	+$91.3K	0.49%	32
2021 Q4	$502K	Buy	+17,498	New	+$512K	0.41%	34

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