HERITAGE INVESTORS MANAGEMENT CORP

Position in JBGS — JBG SMITH Properties

CIK 937589 BETHESDA, MD

Position in JBGS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$212,993

-$590 QoQ

Shares Held

14,519

-0.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#120

of 204 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $212,993 across 1 REIT - Diversified name. JBGS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JBGS	JBG SMITH Properties This page	14,519	$212,993

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,993	14,519	-0.7%	Shares	Sole	2026-08-04
2026-03-31	$213,583	14,619	+20.4%	Shares	Sole	2026-04-24
2025-12-31	$206,535	12,142	0.0%	Shares	Sole	2026-02-06
2025-09-30	$270,159	12,142	0.0%	Shares	Sole	2025-11-04
2025-06-30	$210,056	12,142	+0.8%	Shares	Sole	2025-08-04
2025-03-31	$193,996	12,042	0.0%	Shares	Sole	2025-05-05
2024-12-31	$185,085	12,042	0.0%	Shares	Sole	2025-02-05
2024-09-30	$210,494	12,042	0.0%	Shares	Sole	2024-10-30
2024-06-30	$183,399	12,042	0.0%	Shares	Sole	2024-07-30
2024-03-31	$193,274	12,042	0.0%	Shares	Sole	2024-04-29
2023-12-31	$204,834	12,042	0.0%	Shares	Sole	2024-02-07
2023-09-30	$174,127	12,042	-20.3%	Shares	Sole	2023-11-09
2023-06-30	$227,359	15,117	0.0%	Shares	Sole	2023-08-01
2023-03-31	$227,662	15,117	-16.9%	Shares	Sole	2023-05-01
2022-12-31	$345,284	18,192	-10.7%	Shares	Sole	2023-02-06
2022-09-30	$378,307	20,361	0.0%	Shares	Sole	2022-10-27
2022-06-30	$481,334	20,361	+144.8%	Shares	Sole	2022-08-01
2022-03-31	$243,051	8,318	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.