Position in JBGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,735
+$5,580 QoQ
Shares Held
391
+4244.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 206 holders
Holding Since
Jun 2024
6 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, 2026Larson Financial Group LLC holds $2,725,599 across 9 REIT - Diversified names. JBGS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
93,634 | $2,485,982 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,386 | $170,599 | |
| 3 | GNL |
Global Net Lease, Inc.
|
3,110 | $27,803 | |
| 4 | OLP |
One Liberty Properties Inc
|
564 | $13,772 | |
| 5 | SAFE |
Safehold Inc.
|
466 | $7,316 | |
| 6 | AAT |
American Assets Trust, Inc.
|
293 | $7,234 | |
| 7 | JBGS |
JBG SMITH Properties
This page
|
391 | $5,735 | |
| 8 | BNL |
Broadstone Net Lease, Inc.
|
239 | $4,940 |
All Filings in JBGS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,735 | 391 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $155 | 9 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80 | 5 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $76 | 5 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $87 | 5 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76 | 5 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||