Position in JBGS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$186,598
-$59,570 QoQ
Shares Held
12,772
-11.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Ballentine Partners, LLC holds $1,029,081 across 3 REIT - Diversified names.
All Filings in JBGS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,598 | 12,772 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $246,168 | 14,472 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $306,805 | 13,789 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $228,187 | 13,190 | Shares | Other | 2025-07-15 | |
| 2021-06-30 | $285,953 | 9,075 | Shares | Other | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||