Position in JBGS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$982
-$484 QoQ
Shares Held
67
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 206 holders
Holding Since
Mar 2025
2 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, 2026Physician Wealth Advisors, Inc. holds $313,142 across 8 REIT - Diversified names. JBGS ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
3,691 | $263,906 | |
| 2 | VICI |
Vici Properties Inc.
|
1,568 | $41,630 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
134 | $2,769 | |
| 4 | OLP |
One Liberty Properties Inc
|
67 | $1,636 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
66 | $1,419 | |
| 6 | JBGS |
JBG SMITH Properties
This page
|
67 | $982 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
39 | $479 | |
| 8 | GNL |
Global Net Lease, Inc.
|
36 | $321 |
All Filings in JBGS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982 | 67 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $1,466 | 91 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||