Position in JBGS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$57,814,849
-$805,785 QoQ
Shares Held
3,941,026
-1.8% QoQ
Ownership
5.28%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 204 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. JBGS ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,157,668 | $243,136,079 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,047,971 | $146,429,924 | |
| 3 | JBGS |
JBG SMITH Properties
This page
|
3,941,026 | $57,814,849 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
1,571,937 | $32,491,934 | |
| 5 | GNL |
Global Net Lease, Inc.
|
3,098,025 | $27,696,340 | |
| 6 | AAT |
American Assets Trust, Inc.
|
953,785 | $23,548,949 | |
| 7 | SAFE |
Safehold Inc.
|
793,269 | $12,454,319 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
2,243,416 | $11,643,326 |
All Filings in JBGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,814,849 | 3,941,026 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $58,620,634 | 4,012,364 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,427,799 | 3,376,120 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $48,007,933 | 2,157,660 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $69,948,967 | 4,043,293 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $89,653,886 | 5,565,108 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $86,230,354 | 5,610,303 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $98,927,584 | 5,659,473 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $102,343,661 | 6,719,873 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $108,459,235 | 6,757,585 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $119,669,309 | 7,035,233 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $103,792,892 | 7,177,932 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $108,684,015 | 7,226,331 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $97,048,910 | 6,444,151 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $89,498,629 | 4,715,418 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $56,520,634 | 3,042,015 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,670,268 | 409,064 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,371,473 | 491,837 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $8,879,309 | 309,276 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,433,909 | 622,557 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,943,435 | 696,396 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $38,292,641 | 1,204,550 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $47,829,371 | 1,529,561 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $34,895,377 | 1,304,988 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $39,359,382 | 1,331,058 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $39,381,952 | 1,237,259 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||