Position in JBGS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,644,158
-$323,983 QoQ
Shares Held
861,906
-2.9% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 2%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $809,979,399 across 11 REIT - Diversified names. JBGS ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
16,011,928 | $425,116,686 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,346,564 | $239,279,325 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,831,379 | $58,524,601 | |
| 4 | GNL |
Global Net Lease, Inc.
|
2,620,471 | $23,427,009 | |
| 5 | AAT |
American Assets Trust, Inc.
|
663,092 | $16,371,740 | |
| 6 | JBGS |
JBG SMITH Properties
This page
|
861,906 | $12,644,158 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
469,023 | $10,088,683 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
666,879 | $8,202,610 |
All Filings in JBGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,644,158 | 861,906 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,968,141 | 887,621 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,922,803 | 936,085 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,944,324 | 941,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,294,645 | 1,057,494 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,530,364 | 1,150,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,422,003 | 1,198,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,740,293 | 1,243,724 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $19,733,295 | 1,295,686 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,641,984 | 1,286,105 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,504,483 | 1,323,015 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,986,224 | 1,520,486 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,518,021 | 1,497,209 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,286,011 | 1,479,815 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,417,462 | 1,391,858 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $32,122,868 | 1,728,895 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,543,795 | 2,011,159 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $59,631,474 | 2,040,776 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $61,546,229 | 2,143,721 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $64,949,742 | 2,193,507 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,025,616 | 2,190,594 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $72,211,143 | 2,271,505 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $75,434,372 | 2,412,356 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $63,061,637 | 2,358,326 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,062,884 | 1,929,756 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,559,862 | 1,996,854 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||