Position in JBGS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$604,521
+$99,600 QoQ
Shares Held
41,208
+19.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. JBGS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
702,443 | $18,649,861 | |
| 2 | WPC |
W. P. Carey Inc.
|
103,649 | $7,410,903 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
68,149 | $1,408,639 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
243,814 | $1,319,033 | |
| 5 | AAT |
American Assets Trust, Inc.
|
48,540 | $1,198,452 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
49,659 | $610,805 | |
| 7 | JBGS |
JBG SMITH Properties
This page
|
41,208 | $604,521 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
20,070 | $431,705 |
All Filings in JBGS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,521 | 41,208 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $504,921 | 34,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,889 | 30,211 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $671,327 | 30,172 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $651,933 | 37,684 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $724,885 | 44,996 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $739,988 | 48,145 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||