Ethic Inc. JBGS β€” JBG SMITH PPTYS

Ownership history in Ethic Inc.  Β·  4 quarters on record

AI Ownership Summary

Ethic Inc. reported JBG SMITH PPTYS (JBGS) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows JBGS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethic Inc.'s position in JBG SMITH PPTYS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JBGS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ethic Inc. held JBGS β€” position size vs. price
% of Fund (quarterly)    JBGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 15,984 +4,854 +43.6% 0.00% $234K 2026-04-27 $15.37
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ethic Inc. and JBGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ethic Inc. reported owning JBGS?

Ethic Inc. reported JBGS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported JBGS position in Ethic Inc.'s portfolio?

The largest reported portfolio weight for JBGS was 0.00% in 2026 Q1.

What is the latest reported JBGS position on this page?

The most recent filing on this page is 2026 Q1, when Ethic Inc. reported 15,984 shares, equal to 0.00% of portfolio, with an estimated market value of $234K.

What does the chart on this JBGS ownership page compare?

The chart compares Ethic Inc.'s quarterly JBGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ethic Inc. time their JBGS position?

Based on 13F filing dates vs. subsequent JBGS price moves, Ethic Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JBGS relative to SPY over the holding period was -19.6%.

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