EverSource Wealth Advisors, LLC

Position in JBGS — JBG SMITH Properties

CIK 1710537 BIRMINGHAM, AL

Position in JBGS

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$45,010

-$286 QoQ

Shares Held

3,081

+15.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $563,914 across 13 REIT - Diversified names. JBGS ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	9,903	$270,544
2	BNL	Broadstone Net Lease, Inc.	7,075	$129,254
3	JBGS	JBG SMITH Properties This page	3,081	$45,010
4	GNL	Global Net Lease, Inc.	3,040	$28,450
5	AAT	American Assets Trust, Inc.	1,482	$27,278
6	OLP	One Liberty Properties Inc	838	$17,979
7	AHRT	AH Realty Trust, Inc.	2,491	$13,699
8	GOOD	Gladstone Commercial Corp	1,082	$12,365

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,010	3,081	+15.7%	Shares	Sole	2026-05-18
2025-12-31	$45,296	2,663	-4.6%	Shares	Sole	2026-02-06
2025-09-30	$62,076	2,790	-14.8%	Shares	Sole	2025-11-10
2025-06-30	$56,621	3,273	+113.6%	Shares	Sole	2025-08-13
2025-03-31	$24,678	1,532	+29.1%	Shares	Sole	2025-05-13
2024-12-31	$18,243	1,187	+15.2%	Shares	Sole	2025-02-10
2024-09-30	$18,003	1,030	+3.3%	Shares	Sole	2024-11-08
2024-06-30	$15,183	997	+7.8%	Shares	Sole	2024-08-13
2024-03-31	$14,846	925	0.0%	Shares	Sole	2024-06-11
2023-12-31	$15,734	925	-3.3%	Shares	Sole	2024-02-09
2023-09-30	$13,837	957	-0.9%	Shares	Sole	2023-11-03
2023-06-30	$14,528	966	0.0%	Shares	Sole	2023-08-04
2023-03-31	$14,547	966	+2256.1%	Shares	Sole	2023-05-11
2022-12-31	$778	41	0.0%	Shares	Sole	2023-02-09
2022-09-30	$761	41	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.