Position in JBGS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,420
+$10 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 206 holders
Holding Since
Mar 2023
14 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, 2026PRIVATE TRUST CO NA holds $270,081 across 3 REIT - Diversified names. JBGS ranks #3 (0.9% of the industry book) .
All Filings in JBGS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,420 | 165 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,410 | 165 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,806 | 165 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $3,671 | 165 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,854 | 165 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,658 | 165 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,536 | 165 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,884 | 165 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,512 | 165 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $2,648 | 165 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,541 | 267 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $2,385 | 165 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,481 | 165 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,719 | 247 | Shares | Defined | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||