Pinnacle Wealth Planning Services, Inc.
Position in JBGS — JBG SMITH Properties
CIK 1726752
MANSFIELD, OH
Position in JBGS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,347
+$59 QoQ
Shares Held
978
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 204 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $540,528 across 12 REIT - Diversified names. JBGS ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,144 | $153,296 | |
| 2 | FVR |
FrontView REIT, Inc.
|
6,823 | $138,029 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
7,910 | $97,293 | |
| 4 | GNL |
Global Net Lease, Inc.
|
4,708 | $42,089 | |
| 5 | VICI |
Vici Properties Inc.
|
1,581 | $41,975 | |
| 6 | OLP |
One Liberty Properties Inc
|
1,041 | $25,421 | |
| 7 | JBGS |
JBG SMITH Properties
This page
|
978 | $14,347 | |
| 8 | AAT |
American Assets Trust, Inc.
|
559 | $13,801 |
All Filings in JBGS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,347 | 978 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,288 | 978 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,635 | 978 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||