50% buyers of institutions opening or closing positions this quarter
new buyers and exits are balanced, ownership rose 37.51 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
50% buyers of institutions opening or closing positions this quarter
148.0% institutional ownership
Long Pond Capital, portfolio allocation
Institutional ownership vs REIT - Office peers
No Form 4 insider transactions on file
Latest positioning in JBGS across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JBGS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | American State Bank (Iowa) | 26K | $498.8M | β | 0.044% | 0.05% |
| 2 | BlackRock, Inc. | 11.1M | $161.5M | +0.9% | 18.735% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9M | $86.0M | β | 9.974% | 0.00% |
| 4 | Long Pond Capital, LP | 4.4M | $64.5M | +6.4% | 7.481% | 6.16% |
| 5 | MORGAN STANLEY | 4.0M | $58.6M | +18.9% | 6.800% | 0.00% |
| 6 | STATE STREET CORP | 3.6M | $53.2M | -2.5% | 6.167% | 0.00% |
| 7 | CITIGROUP INC | 2.9M | $42.1M | -0.1% | 4.889% | 0.02% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $35.4M | β | 4.105% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $24.6M | +2.5% | 2.857% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $24.3M | -8.1% | 2.821% | 0.00% |
| 11 | PRIVATE MANAGEMENT GROUP INC | 1.6M | $24.0M | +3.8% | 2.786% | 0.69% |
| 12 | NORTHERN TRUST CORP | 1.6M | $22.9M | -2.5% | 2.653% | 0.00% |
| 13 | Allianz Asset Management GmbH | 1.1M | $16.0M | +11.7% | 1.860% | 0.02% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 888K | $13.0M | -5.2% | 1.504% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 755K | $11.0M | -35.0% | 1.279% | 0.00% |
| 16 | LOEWS CORP | 497K | $7.3M | 0.0% | 0.842% | 0.06% |
| 17 | WELLS FARGO & COMPANY/MN | 467K | $6.8M | -8.6% | 0.791% | 0.00% |
| 18 | Bank of New York Mellon Corp | 456K | $6.7M | -15.1% | 0.773% | 0.00% |
| 19 | Marnell Management LLC | 452K | $6.6M | +17.2% | 0.766% | 2.30% |
| 20 | UBS Group AG | 445K | $6.5M | +25.3% | 0.754% | 0.00% |
| 21 | Legal & General Group Plc | 434K | $6.3M | -9.5% | 0.736% | 0.00% |
| 22 | Man Group plc | 410K | $6.0M | -4.1% | 0.695% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 384K | $5.6M | β | 0.651% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 377K | $5.5M | -38.6% | 0.639% | 0.00% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 288K | $4.2M | +2.0% | 0.488% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in JBGS β a direct measure of their conviction.
Filings activity in JBGS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 216 | +0.0% | 148.03% | +37.51 pp | $1.28B | +34% |
| Q4 2025 | 216 | 1.4% | 110.52% | 38.11 pp | $959M | 26% |
| Q3 2025 | 219 | +1.4% | 148.63% | +18.73 pp | $1.29B | +14% |
| Q2 2025 | 216 | +5.4% | 129.90% | 5.96 pp | $1.13B | 4.4% |
| Q1 2025 | 205 | 3.8% | 135.86% | +2.60 pp | $1.18B | +2.0% |
| Q4 2024 | 213 | +1.9% | 133.26% | 15.04 pp | $1.16B | 10% |
| Q3 2024 | 209 | +2.0% | 148.30% | +9.33 pp | $1.29B | +6.7% |
| Q2 2024 | 205 | β | 138.97% | β | $1.21B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for JBGS.
Quick answers to the most common questions about buying JBGS stock.
Based on Q1 2026 13F filings, institutional ownership of JBG SMITH Properties stands at 148.0%, held across 216 reporting institutions.
American State Bank (Iowa) is the largest reported institutional holder of JBGS, with approximately 26,100 shares worth $0.50B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of JBGS, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for JBGS is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in JBGS during Q1 2026, while 34 fully exited. 33 added to existing positions and 148 trimmed.
JBGS institutional ownership rose by 37.51 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 81.7% of all reported 13F value in JBGS, and the top 25 account for 93.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.