Position in JBGS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$278,465
-$56,556 QoQ
Shares Held
18,982
-17.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 204 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $44,972,428 across 8 REIT - Diversified names. JBGS ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
718,064 | $19,064,599 | |
| 2 | FVR |
FrontView REIT, Inc.
|
620,069 | $12,543,995 | |
| 3 | WPC |
W. P. Carey Inc.
|
553,803 | $7,166,033 | |
| 4 | AHRT |
AH Realty Trust, Inc.
|
289,411 | $2,049,029 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
98,097 | $2,027,664 | |
| 6 | GNL |
Global Net Lease, Inc.
|
152,493 | $1,363,287 | |
| 7 | AAT |
American Assets Trust, Inc.
|
19,415 | $479,356 | |
| 8 | JBGS |
JBG SMITH Properties
This page
|
18,982 | $278,465 |
All Filings in JBGS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,465 | 18,982 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $335,021 | 22,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,053 | 17,875 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $212,999 | 9,573 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,980 | 12,311 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||