BFSG, LLC

Position in JBGS — JBG SMITH Properties

CIK 1706836 IRVINE, CA

Position in JBGS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$152,861

+$10,414 QoQ

Shares Held

10,420

+6.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#135

of 204 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BFSG, LLC holds $647,950 across 4 REIT - Diversified names. JBGS ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	22,623	$202,249
2	JBGS	JBG SMITH Properties This page	10,420	$152,861
3	WPC	W. P. Carey Inc.	2,097	$149,935
4	AAT	American Assets Trust, Inc.	5,788	$142,905

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,861	10,420	+6.9%	Shares	Sole	2026-07-20
2026-03-31	$142,447	9,750	+9.6%	Shares	Sole	2026-04-29
2025-12-31	$151,303	8,895	0.0%	Shares	Sole	2026-01-22
2025-09-30	$197,913	8,895	-4.8%	Shares	Sole	2025-10-29
2025-06-30	$161,668	9,345	0.0%	Shares	Sole	2025-07-15
2025-03-31	$150,547	9,345	+1.5%	Shares	Sole	2025-04-18
2024-12-31	$141,480	9,205	-21.4%	Shares	Sole	2025-01-31
2024-09-30	$204,778	11,715	-7.4%	Shares	Sole	2024-10-16
2024-06-30	$192,735	12,655	+9.5%	Shares	Sole	2024-07-29
2024-03-31	$185,425	11,553	0.0%	Shares	Sole	2024-04-23
2023-12-31	$196,516	11,553	-5.4%	Shares	Sole	2024-04-23
2023-09-30	$176,527	12,208	—	Shares	Sole	2023-10-20
No filing history on record for this holder in this stock.