Position in JBGS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$185,604
-$12,609 QoQ
Shares Held
12,652
-6.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 207 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $15,048,050 across 15 REIT - Diversified names. JBGS ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
165,609 | $11,841,043 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
50,331 | $1,040,341 | |
| 3 | VICI |
Vici Properties Inc.
|
37,470 | $994,828 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
38,608 | $474,878 | |
| 5 | JBGS |
JBG SMITH Properties
This page
|
12,652 | $185,604 | |
| 6 | AHRT |
AH Realty Trust, Inc.
|
19,549 | $138,406 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
16,491 | $89,216 | |
| 8 | SAFE |
Safehold Inc.
|
3,636 | $57,085 |
All Filings in JBGS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,604 | 12,652 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $198,213 | 13,567 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,951 | 879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,097 | 1,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,289 | 826 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,345 | 1,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,395 | 286 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,327 | 362 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,360 | 155 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $2,931 | 124 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||