ELEVATION WEALTH PARTNERS, LLC

Position in JBGS — JBG SMITH Properties

CIK 1976256 WALNUT CREEK, CA

Position in JBGS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$748

+$3 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#186

of 204 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $28,707 across 3 REIT - Diversified names. JBGS ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	598	$15,876
2	WPC	W. P. Carey Inc.	169	$12,083
3	JBGS	JBG SMITH Properties This page	51	$748

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$748	51	0.0%	Shares	Sole	2026-07-08
2026-03-31	$745	51	-92.4%	Shares	Sole	2026-04-14
2024-03-31	$10,785	672	-8.7%	Shares	Sole	2024-04-19
2023-12-31	$12,519	736	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.