Summit Trail Advisors, LLC

Position in JBGS — JBG SMITH Properties

CIK 1698478 NEW YORK, NY

Position in JBGS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,411,518

+$468,633 QoQ

Shares Held

96,218

+49.1% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#50

of 204 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $4,829,881 across 3 REIT - Diversified names. JBGS ranks #3 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	70,876	$1,881,757
2	WPC	W. P. Carey Inc.	21,491	$1,536,606
3	JBGS	JBG SMITH Properties This page	96,218	$1,411,518

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,411,518	96,218	+49.1%	Shares	Sole	2026-08-11
2026-03-31	$942,885	64,537	+36.4%	Shares	Sole	2026-05-12
2025-12-31	$804,862	47,317	+45.1%	Shares	Sole	2026-02-17
2025-09-30	$725,772	32,619	+27.2%	Shares	Sole	2025-11-14
2025-06-30	$443,589	25,641	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.