Position in JBGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,291,267
+$467,669 QoQ
Shares Held
497,019
+6.4% QoQ
Ownership
0.666%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 204 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $100,169,545 across 16 REIT - Diversified names. JBGS ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,866,483 | $49,555,120 | |
| 2 | WPC |
W. P. Carey Inc.
|
420,900 | $30,094,348 | |
| 3 | JBGS |
JBG SMITH Properties
This page
|
497,019 | $7,291,267 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
170,082 | $3,515,593 | |
| 5 | OLP |
One Liberty Properties Inc
|
74,116 | $1,809,911 | |
| 6 | GNL |
Global Net Lease, Inc.
|
190,961 | $1,707,189 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
158,002 | $1,118,653 | |
| 8 | AAT |
American Assets Trust, Inc.
|
44,162 | $1,090,359 |
All Filings in JBGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,291,267 | 497,019 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,823,598 | 467,050 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,697,177 | 511,298 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,237,562 | 505,059 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,509,694 | 491,890 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,106,211 | 503,179 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,706,162 | 501,377 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,604,406 | 492,243 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,476,516 | 687,887 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,969,048 | 683,430 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,729,056 | 689,539 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,444,153 | 1,413,842 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,649,460 | 1,439,459 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $21,350,816 | 1,417,717 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,106,228 | 1,428,147 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $26,077,418 | 1,403,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,482,999 | 1,035,660 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,101,633 | 687,941 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,250,779 | 43,566 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,293,026 | 77,441 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,308,293 | 41,520 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,623,037 | 51,055 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,695,251 | 150,152 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,939,313 | 109,922 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,345,991 | 113,155 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,011,278 | 126,022 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||