Position in JBGS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,266,089
+$2,455,533 QoQ
Shares Held
563,469
+41.7% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 204 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026BESSEMER GROUP INC holds $28,901,456 across 9 REIT - Diversified names. JBGS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
|
375,358 | $9,267,588 | |
| 2 | JBGS |
JBG SMITH Properties
This page
|
563,469 | $8,266,089 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
712,061 | $3,852,250 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
179,400 | $3,708,198 | |
| 5 | GNL |
Global Net Lease, Inc.
|
376,707 | $3,367,759 | |
| 6 | VICI |
Vici Properties Inc.
|
7,853 | $208,496 | |
| 7 | WPC |
W. P. Carey Inc.
|
2,432 | $173,887 | |
| 8 | SAFE |
Safehold Inc.
|
3,233 | $50,758 |
All Filings in JBGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,266,089 | 563,469 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,810,556 | 397,711 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,020,569 | 295,154 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $17,865 | 803 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $13,199 | 763 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $12,838 | 797 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $5,763 | 375 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,114 | 407 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,131 | 337 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,408 | 337 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $5,732 | 337 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,145 | 425 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,391 | 425 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,074 | 337 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $6,395 | 337 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,261 | 337 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,455 | 400 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,687 | 400 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,483 | 400 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $11,843 | 400 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,485 | 428 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $13,764 | 433 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,172 | 837 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,711 | 438 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,913 | 572 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $14,418 | 453 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||