JBG SMITH Properties (JBGS) Ownership

15.56 ↑0.12 (0.78%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of JBG SMITH Properties (JBGS), owning a total of 17.3 million shares. Combined, the top 37 institutional holders of JBGS own 117.57% of the company with a total of 104.1 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of JBGS by 7.9 million shares. 6 institutions bought 2,055,690 total additional shares and increased their ownership by an average of 529.08%. However 13 institutions sold 9,919,866 total shares and decreased their ownership by an average of 11.16%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of JBG SMITH Properties decreased by a net total of -7,864,176 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.909%	-4.420%	13,439,817	-621,553	2024-09-30
Long Pond Capital, LP	7.587%	-7.008%	6,409,668	-483,049	2024-09-30
Morgan Stanley - Brokerage Accounts	6.699%	-57.890%	5,659,473	-7,780,273	2024-09-30
State Street Corp	6.009%	-3.295%	5,076,394	-172,970	2024-09-30
Citigroup Inc	3.462%	1.107%	2,924,226	32,027	2024-09-30
Charles Schwab Investment Management Inc	2.574%	5.093%	2,174,494	105,384	2024-09-30
Geode Capital Management, LLC	2.559%	-1.341%	2,161,842	-29,378	2024-09-30
Thompson, Siegel & Walmsley LLC	2.524%	-9.655%	2,132,069	-227,836	2024-09-30
UBS Group AG	2.444%	2.273%	2,064,343	45,884	2024-09-30
Private Management Group Inc	2.253%	-6.081%	1,903,001	-123,208	2024-09-30
Dimensional Fund Advisors, Inc.	1.472%	-4.010%	1,243,724	-51,962	2024-09-30
Goldman Sachs Group Inc	1.330%	57.689%	1,123,729	411,107	2024-09-30
Natixis SA	1.184%	2,677.780%	1,000,000	964,000	2024-09-30
Northern Trust Corp	1.099%	-6.424%	928,092	-63,718	2024-09-30
Bank of New York Mellon Corp	0.946%	-13.256%	798,697	-122,054	2024-09-30
Aristotle Capital Boston, LLC	0.825%	-3.222%	697,264	-23,211	2024-09-30
Legal & General Group PLC	0.791%	-13.515%	668,186	-104,418	2024-09-30
JPMorgan Chase & Co	0.779%	-15.007%	658,292	-116,236	2024-09-30
UBS Asset Mgmt Americas Inc	0.725%	430.511%	612,799	497,288	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	20.439%	-5.525%	17,266,766	-1,009,774	2024-06-30
Vanguard Group Inc	15.909%	-4.420%	13,439,817	-621,553	2024-09-30
Long Pond Capital, LP	7.587%	-7.008%	6,409,668	-483,049	2024-09-30
NORGES BANK	6.814%	-36.622%	6,027,930	-3,483,194	2023-12-31
Morgan Stanley - Brokerage Accounts	6.699%	-57.890%	5,659,473	-7,780,273	2024-09-30
State Street Corporation	6.477%	-11.372%	5,603,300	-718,966	2024-03-31
State Street Corp	6.009%	-3.295%	5,076,394	-172,970	2024-09-30
T. Rowe Price Associates, Inc.	3.906%	-8.358%	4,444,265	-405,320	2022-06-30
CenterSquare Investment Management LLC	2.887%	-16.851%	3,284,581	-665,643	2022-09-30
Citigroup Inc	3.462%	1.107%	2,924,226	32,027	2024-09-30
Charles Schwab Investment Management Inc	2.574%	5.093%	2,174,494	105,384	2024-09-30
Geode Capital Management, LLC	2.559%	-1.341%	2,161,842	-29,378	2024-09-30
T. Rowe Price Investment Management,Inc.	2.199%	-68.785%	2,148,438	-4,734,311	2023-06-30
Thompson, Siegel & Walmsley LLC	2.524%	-9.655%	2,132,069	-227,836	2024-09-30
UBS Group AG	2.444%	2.273%	2,064,343	45,884	2024-09-30
Canada Pension Plan Investment Board	1.843%	0.000%	2,054,410	0	2023-03-31
Private Management Group Inc	2.253%	-6.081%	1,903,001	-123,208	2024-09-30
Trustees Of Princeton University	1.379%	-12.655%	1,537,117	-222,700	2022-12-31
Solel Partners LP	1.402%	2.908%	1,341,410	37,910	2023-09-30
Wellington Management Company LLP	1.400%	13.551%	1,286,706	153,552	2023-12-31
Dimensional Fund Advisors, Inc.	1.472%	-4.010%	1,243,724	-51,962	2024-09-30
Amvescap Plc.	1.074%	24.153%	1,196,584	232,789	2022-12-31
Deutsche Bank AG	1.359%	1,208.490%	1,148,322	1,060,563	2024-06-30
Goldman Sachs Group Inc	1.330%	57.689%	1,123,729	411,107	2024-09-30
Natixis SA	1.184%	2,677.780%	1,000,000	964,000	2024-09-30
Sessa Capital IM LP	0.967%	-49.514%	1,000,000	-980,753	2023-03-31
Northern Trust Corp	1.099%	-6.424%	928,092	-63,718	2024-09-30
AQR Capital Management LLC	0.926%	-6.501%	904,897	-62,921	2023-06-30
Nuveen Asset Management, LLC	0.971%	25.465%	840,151	170,519	2024-03-31
Man Group PLC	0.845%	69.830%	825,602	339,467	2023-06-30
Bank of New York Mellon Corp	0.946%	-13.256%	798,697	-122,054	2024-09-30
Starwood Capital Grp MGT, L.l.c.	0.699%	0.000%	795,000	0	2022-06-30
Aristotle Capital Boston, LLC	0.825%	-3.222%	697,264	-23,211	2024-09-30
Wells Fargo & Co	0.814%	0.652%	687,887	4,457	2024-06-30
Legal & General Group PLC	0.791%	-13.515%	668,186	-104,418	2024-09-30
JPMorgan Chase & Co	0.779%	-15.007%	658,292	-116,236	2024-09-30
UBS Asset Mgmt Americas Inc	0.725%	430.511%	612,799	497,288	2024-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of JBG SMITH Properties (JBGS), owning a total of 5.6 million shares. Combined, the top 40 mutual fund holders of JBGS own 53.74% of the company with a total of 49.7 million shares.

In the latest ownership report on November 30th 2024, the top 40 fund holders increased their combined ownership of JBGS by 31 thousand shares. 5 funds bought 135,353 total additional shares and increased their ownership by an average of 3.57%. However 4 funds sold 166,131 total shares and decreased their ownership by an average of 1.86%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding JBG SMITH Properties decreased by a net total of -30,778 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.648%	0.000%	5,616,030	0	2024-11-30
Vanguard Real Estate Index Investor	3.751%	-4.135%	3,169,100	-136,676	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.091%	-0.555%	2,611,586	-14,565	2024-11-30
iShares Russell 2000 ETF	2.847%	0.000%	2,405,005	0	2024-11-30
Vanguard Small Cap Index	2.588%	0.606%	2,186,054	13,175	2024-11-30
Vanguard Small Cap Value Index Inv	1.744%	0.493%	1,472,889	7,230	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.481%	0.515%	1,251,315	6,409	2024-11-30
iShares S&P Small-Cap 600 Value ETF	1.052%	0.000%	888,411	0	2024-11-30
iShares Russell 2000 Value ETF	0.971%	0.000%	820,133	0	2024-11-30
Transamerica Mid Cap Value Opps I3	0.920%	16.131%	776,813	107,900	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.892%	-0.016%	753,590	-122	2024-11-30
Vanguard Tax-Managed Small Cap Adm	0.776%	0.000%	655,085	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.734%	0.000%	619,718	0	2024-11-30
Vanguard Real Estate II Index	0.621%	-2.739%	524,470	-14,768	2024-11-30
Schwab US REIT ETF™	0.594%	0.128%	501,883	639	2024-11-30
SPDR® S&P 600 Small Cap Value ETF	0.586%	0.000%	494,958	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.648%	0.000%	5,616,030	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.372%	0.428%	3,488,291	14,861	2023-03-31
Vanguard Real Estate Index Investor	3.751%	-4.135%	3,169,100	-136,676	2024-11-30
iShares Core S&P Mid-Cap ETF	2.689%	0.114%	3,084,900	3,504	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.091%	-0.555%	2,611,586	-14,565	2024-11-30
iShares Russell 2000 ETF	2.847%	0.000%	2,405,005	0	2024-11-30
Vanguard Small Cap Index	2.588%	0.606%	2,186,054	13,175	2024-11-30
JPM US Mid Cap Value-Composite	1.854%	-3.974%	2,065,990	-85,488	2023-03-31
JPMorgan Value Advantage L	1.306%	3.458%	1,483,900	49,600	2023-03-31
Vanguard Small Cap Value Index Inv	1.744%	0.493%	1,472,889	7,230	2024-11-30
T. Rowe Price Small-Cap Value	1.353%	-64.005%	1,399,942	-2,489,300	2023-06-30
Vanguard Extended Market Index Investor	1.256%	-0.020%	1,299,270	-261	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.481%	0.515%	1,251,315	6,409	2024-11-30
Fidelity® Small Cap Index	1.111%	2.697%	1,063,177	27,916	2023-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.777%	1.834%	891,503	16,057	2023-02-28
iShares S&P Small-Cap 600 Value ETF	1.052%	0.000%	888,411	0	2024-11-30
Fidelity Small Cap Index	1.028%	-6.050%	868,088	-55,905	2024-09-30
iShares Russell 2000 Value ETF	0.971%	0.000%	820,133	0	2024-11-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.934%	0.092%	788,820	725	2024-11-29
Xtrackers S&P 500 Swap ETF 1C	0.910%	0.000%	787,197	0	2024-06-30
Transamerica Mid Cap Value Opps I3	0.920%	16.131%	776,813	107,900	2024-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.839%	-0.142%	771,387	-1,099	2024-05-30
Schwab Fundamental U.S. Small CompanyETF	0.892%	-0.016%	753,590	-122	2024-11-30
iShares S&P Mid-Cap 400 Value ETF	0.648%	0.620%	743,275	4,577	2023-02-28
T. Rowe Price U.S. SC Value Eq Tr-Z	0.678%	-70.344%	701,588	-1,664,152	2023-06-30
Invesco S&P MidCap Low Volatility ETF	0.573%	0.000%	657,187	0	2023-02-28
Vanguard Tax-Managed Small Cap Adm	0.776%	0.000%	655,085	0	2024-11-30
Schwab Fundamental US Small Company ETF	0.710%	0.000%	652,018	0	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.734%	0.000%	619,718	0	2024-11-30
JPMorgan Mid Cap Value L	0.541%	-70.804%	603,190	-1,462,800	2023-04-30
Xtrackers Euro Stoxx 50 ShrtDlySwapETF1C	0.502%	0.000%	575,801	575,801	2023-03-31
Nuveen Quant Small Cap Equity R6	0.616%	1.282%	545,110	6,900	2024-04-30
Fidelity® Extended Market Index	0.556%	0.000%	532,200	0	2023-11-30
Vanguard Real Estate II Index	0.621%	-2.739%	524,470	-14,768	2024-11-30
DFA Global Real Estate Securities Port	0.531%	-1.403%	518,469	-7,379	2023-09-30
Schwab US REIT ETF™	0.594%	0.128%	501,883	639	2024-11-30
SPDR® S&P 600 Small Cap Value ETF	0.586%	0.000%	494,958	0	2024-11-30
Fidelity Extended Market Index	0.576%	-4.841%	486,215	-24,737	2024-10-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.550%	0.000%	464,578	0	2024-10-31
DFA Real Estate Securities I	0.536%	-5.575%	463,278	-27,351	2024-07-31