Global Retirement Partners, LLC
PensionPosition in JBGS — JBG SMITH Properties
CIK 1749744
San Rafael, CA
Position in JBGS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,000
+$5,796 QoQ
Shares Held
409
+3308.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 206 holders
Holding Since
Jun 2022
15 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, 2026Global Retirement Partners, LLC holds $1,230,650 across 11 REIT - Diversified names. JBGS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
7,780 | $556,270 | |
| 2 | VICI |
Vici Properties Inc.
|
19,451 | $516,424 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
3,563 | $73,647 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
1,076 | $23,144 | |
| 5 | FVR |
FrontView REIT, Inc.
|
884 | $17,883 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
3,066 | $16,587 | |
| 7 | OLP |
One Liberty Properties Inc
|
415 | $10,134 | |
| 8 | AAT |
American Assets Trust, Inc.
|
249 | $6,147 |
All Filings in JBGS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,000 | 409 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $204 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $267 | 12 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $207 | 12 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $184 | 12 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $541 | 31 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $472 | 31 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $497 | 31 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $527 | 31 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $448 | 31 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $180 | 12 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $180 | 12 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,385 | 73 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,356 | 73 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,134 | 48 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||