We are live on ! Find out more
JBGS

JBG SMITH

217 hedge funds and large institutions have $810M invested in JBG SMITH in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

0% more funds holding

Funds holding: 216217 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.9% less ownership

Funds ownership: 97.78%93.88% (-3.9%)

18% less capital invested

Capital invested by funds: $985M → $810M (-$175M)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.32M

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
58
Reduced
76
Closed
26
Calls
Puts
$2.32M
Net Calls
-$2.32M
Net Calls Change
+$682K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$6K
Group One Trading
177
Group One Trading
Illinois
$5.84K +$6.38K +400 New
NSIM
178
North Star Investment Management
Illinois
$4.97K
SWM
179
Spire Wealth Management
Virginia
$4.45K -$7.89K -495 -62%
LWM
180
Lodestone Wealth Management
Washington
$4.05K
BFS
181
Bare Financial Services
Pennsylvania
$4K
AF
182
Allworth Financial
California
$3.75K +$16 +1 +0.4%
IPS
183
Investors Portfolio Services
Washington
$3.3K +$3.6K +226 New
TPWA
184
Twin Peaks Wealth Advisors
California
$3.05K +$3.33K +209 New
RFP
185
Root Financial Partners
California
$2.86K +$3.13K +196 New
ME
186
McIlrath & Eck
Washington
$2.5K
PTC
187
Private Trust Company
Ohio
$2.41K
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$2.06K -$34.2K -2,145 -94%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$2.03K
HFS
190
Hantz Financial Services
Michigan
$2K -$5.33K -334 -69%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$1.67K
RIL
192
Rothschild Investment LLC
Illinois
$1.46K -$2.79K -175 -64%
BBHC
193
Brown Brothers Harriman & Co
New York
$1.29K
QC
194
Quent Capital
New York
$1.2K
Osaic Holdings
195
Osaic Holdings
Arizona
$1.1K -$2.44K -153 -67%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$1.04K +$542 +34 +94%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$819 -$1.96K -123 -69%
EWP
198
Elevation Wealth Partners
California
$746 +$813 +51 New
QL
199
Quarry LP
New York
$745 +$813 +51 New
KFAS
200
Keating Financial Advisory Services
Kansas
$687 +$749 +47 New