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 Q2	$460K	Hold	31,371	–	–	0.13%	40
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPC

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PMG

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

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

Vert Asset Management's JBGS Position: Q2 2026 in Review

Vert Asset Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 31,371 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #40.

Vert Asset Management first reported a position in JBGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $691K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Vert Asset Management held 31,371 shares of JBG SMITH worth $460K as of Q2 2026.
Vert Asset Management left its JBG SMITH share count unchanged in Q2 2026.
JBG SMITH made up 0.13% of Vert Asset Management's portfolio in Q2 2026, its #40 holding.
Vert Asset Management first reported a position in JBG SMITH in Q4 2021 and has held it in 19 quarters since.
Vert Asset Management's JBG SMITH position peaked at $691K in Q3 2025.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.