Wellington Management Group
JBGS

Wellington Management Group’s JBG SMITH JBGS Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-679,781
Closed -$15.1M – 1999
2025
Q3 		$15.1M Buy
+679,781
New +$14M ﹤0.01% 1133
2024
Q1 		– Sell
-1,286,706
Closed -$21.9M – 1937
2023
Q4 		$21.9M Buy
1,286,706
+153,552
+14% +$2.24M ﹤0.01% 914
2023
Q3 		$16.4M Buy
+1,133,154
New +$17.5M ﹤0.01% 977
2021
Q4 		– Sell
-1,000,000
Closed -$29.6M – 2236
2021
Q3 		$29.6M Sell
1,000,000
-2,732,307
-73% -$84.3M 0.01% 972
2021
Q2 		$118M Sell
3,732,307
-139,312
-4% -$4.54M 0.02% 588
2021
Q1 		$123M Sell
3,871,619
-1,113,567
-22% -$35.3M 0.02% 548
2020
Q4 		$156M Buy
4,985,186
+1,517,621
+44% +$43.7M 0.03% 474
2020
Q3 		$92.7M Buy
3,467,565
+147,641
+4% +$4.14M 0.02% 538
2020
Q2 		$98.2M Buy
3,319,924
+407,050
+14% +$12.6M 0.02% 529
2020
Q1 		$92.7M Buy
+2,912,874
New +$109M 0.02% 481
2019
Q3 		– Sell
-58,488
Closed -$2.3M – 2066
2019
Q2 		$2.3M Sell
58,488
-41,568
-42% -$1.71M ﹤0.01% 1590
2019
Q1 		$4.14M Sell
100,056
-37,801
-27% -$1.48M ﹤0.01% 1426
2018
Q4 		$4.8M Sell
137,857
-48,417
-26% -$1.82M ﹤0.01% 1393
2018
Q3 		$6.86M Sell
186,274
-25,559
-12% -$941K ﹤0.01% 1386
2018
Q2 		$7.73M Buy
211,833
+14,237
+7% +$515K ﹤0.01% 1361
2018
Q1 		$6.66M Buy
197,596
+68,295
+53% +$2.26M ﹤0.01% 1394
2017
Q4 		$4.49M Buy
+129,301
New +$4.27M ﹤0.01% 1509

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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

Wellington Management Group's JBGS Position: Q4 2025 in Review

Wellington Management Group sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 679,781 shares — an estimated $15.1M sold.

Wellington Management Group first reported a position in JBGS in Q4 2017 and held it in 17 quarters. The position peaked at $156M in Q4 2020. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • Wellington Management Group reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 679,781 JBG SMITH shares in Q4 2025, an estimated $15.1M.
  • Wellington Management Group first reported a position in JBG SMITH in Q4 2017 and held it in 17 quarters.
  • Wellington Management Group's JBG SMITH position peaked at $156M in Q4 2020.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.