BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in JBGS — JBG SMITH Properties
CIK 2010186
CINCINNATI, OH
Position in JBGS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,687
+$7 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 204 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $9,041 across 2 REIT - Diversified names. JBGS ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
277 | $7,354 | |
| 2 | JBGS |
JBG SMITH Properties
This page
|
115 | $1,687 |
All Filings in JBGS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687 | 115 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,680 | 115 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,956 | 115 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,558 | 115 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,989 | 115 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,852 | 115 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,767 | 115 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,010 | 115 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,751 | 115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,845 | 115 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,956 | 115 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,662 | 115 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,729 | 115 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,731 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,182 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,136 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,718 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,360 | 115 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,405 | 115 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $3,623 | 115 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $3,655 | 115 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,596 | 115 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||