JBGS

JBG SMITH

216 hedge funds and large institutions have $1.15B invested in JBG SMITH in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

52% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 98

97% less call options, than puts

Call options by funds: $211K | Put options by funds: $7.75M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$211K
Puts
$7.75M
Net Calls
Net Calls Change

Top Buyers

1 +$12.2M
2 +$7.68M
3 +$5.29M
4
LPC
Long Pond Capital
New York
+$3.98M
5
WG
Winton Group
United Kingdom
+$3.18M

Top Sellers

1 -$41.5M
2 -$33.2M
3 -$31.7M
4
Morgan Stanley
Morgan Stanley
New York
-$26.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AllSquare Wealth Management
New York
$9.12K
HT
177
Headlands Technologies
Illinois
$8.37K
HFS
178
Hantz Financial Services
Michigan
$8K
RIL
179
Rothschild Investment LLC
Illinois
$7.87K
IA
180
IFP Advisors
Florida
$7.27K
CAL
181
Capital Analysts LLC
Pennsylvania
$7K
TIM
182
Tortoise Investment Management
New York
$5.9K
NSIM
183
North Star Investment Management
Illinois
$5.88K
PA
184
Parallel Advisors
California
$5.54K
BFS
185
Bare Financial Services
Pennsylvania
$4.74K
TPWA
186
Twin Peaks Wealth Advisors
California
$4.72K
AF
187
Allworth Financial
California
$4.34K
Optiver Holding
188
Optiver Holding
Netherlands
$3.89K
PB
189
Pinnacle Bancorp
Nebraska
$3.3K
Osaic Holdings
190
Osaic Holdings
Arizona
$3.16K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3.1K
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$3.08K
ME
193
McIlrath & Eck
Washington
$2.96K
PTC
194
Private Trust Company
Ohio
$2.85K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$2.4K
AAS
196
Ameritas Advisory Services
Nebraska
$2.06K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$1.99K
OLVIG
198
Oliver Lagore Vanvalin Investment Group
Michigan
$1.89K
BIA
199
Bell Investment Advisors
California
$1.8K
SC
200
SouthState Corp
Florida
$1.71K