Institutional Ownership Jbg Smith Properties (JBGS)
This table provides information about the institutional ownership of Jbg Smith Properties (JBGS). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
115
shares
|
$1,714
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
115
shares
|
$1,714
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
104
shares
|
$1,550
0.0% of portfolio
|
Q4 2023
Reduced 35.4%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
82
shares
|
$1,222
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
65
shares
|
$969
0.0% of portfolio
|
Q2 2023
Added 30.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
56
shares
|
$834
0.0% of portfolio
|
Q4 2023
Reduced 23.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
50
shares
|
$745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
47
shares
|
$700
0.0% of portfolio
|
Q2 2024
Reduced 94.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
22
shares
|
$328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
20
shares
|
$298
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
16
shares
|
$238
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12
shares
|
$178
0.0% of portfolio
|
Q4 2024
Reduced 61.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6
shares
|
$89
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$74
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$59
0.0% of portfolio
|
Q2 2024
Reduced 77.78%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$29
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q2 2023
Reduced 96.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2023
Reduced 99.72%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|