Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jbg Smith Pptys (JBGS)

199 + Investors. Track Smart Money conviction in JBGS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — JBGS

Based on 202 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JBGS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
202 funds currently hold this stock — 91% of the 3.0-year high of 222 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold JBGS compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

86 buying111 selling
Last quarter: 111 funds reduced or exited vs 86 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 32 → 32 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 21% medium ■ 12% new
135 out of 202 hedge funds have held JBGS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~26 new funds/quarter

36 → 33 → 32 → 32 → 26 new funds/Q
New funds entering each quarter: 33 → 32 → 32 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

■ 74% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 202 holders: 150 (74%) are 2+ year veterans, 21 entered 1–2 years ago, and 31 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
45 of 202 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in JBGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JBGS

In 2026 Q2, 86 hedge funds were net buyers of JBGS (26 opened a new position, 60 added to an existing one), while 111 reduced or exited (70 trimmed, 41 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 64% of total institutional value in JBGS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 202.

Hedge Fund Ownership: JBGS

How many hedge funds hold JBGS — quarterly history vs. share price
Quarterly hedge fund ownership of JBGS vs. share price

Market Analysis: JBGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBGS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: JBGS
199 + Investors

Track Smart Money conviction in JBGS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 199 217 -8.29%
13F Shares 57M 55M 2.64%
Total Value $802M $794M 0.98%
New Positions 25 32 -7
Increased Positions 59 56 +3
Closed Positions 43 30 +13
Reduced Positions 70 79 -9
Total Calls 0 0 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JBGS

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Institutional Holders (2026 Q2)

199 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JBGS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JBGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Pond Capital, LP 5.67% 4,024,019 $59.0M
2 Marnell Management LLC 2.15% 381,619 $5.6M
3 Private Management Group Inc 0.65% 1,677,809 $24.6M
4 Vert Asset Management LLC 0.13% 31,371 $460K
5 Passive Capital Management, LLC. 0.11% 20,632 $351K
6 Loews Corp 0.06% 496,520 $7.3M
7 AdvisorShares Investments LLC 0.05% 29,700 $436K
8 Dimension Capital Management LLC 0.04% 25,934 $380K
9 Fox Run Management, L.L.C. 0.04% 17,652 $259K
10 May Hill Capital, LLC 0.04% 13,868 $203K
11 Campbell & CO Investment Adviser LLC 0.03% 41,282 $606K
12 ExodusPoint Capital Management, LP 0.03% 291,965 $4.3M
13 Inspire Investing, LLC 0.03% 45,667 $670K
14 BTG Pactual Asset Management US LLC 0.02% 27,239 $400K
15 Wolverine Asset Management LLC 0.02% 182,149 $2.7M
16 Summit Trail Advisors, LLC 0.02% 96,218 $1.4M
17 Allianz Asset Management GmbH 0.02% 1,231,667 $18.1M
18 XTX Topco Ltd 0.01% 74,058 $1.1M
19 Citigroup Inc 0.01% 2,896,089 $42.5M
20 Bfsg, LLC 0.01% 10,420 $153K
21 Lighthouse Investment Partners, LLC 0.01% 28,739 $422K
22 Quantbot Technologies LP 0.01% 19,692 $289K
23 Syon Capital LLC 0.01% 12,978 $190K
24 Venture Visionary Partners LLC 0.01% 20,000 $293K
25 Public Sector Pension Investment Board 0.01% 200,096 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jbg Smith Pptys (JBGS)

What does the Smart Money Trend signal show for JBGS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JBGS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JBGS?

More sellers than buyers — 44% buying: Last quarter: 111 funds reduced or exited vs 86 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JBGS holders?

Elite ownership — 64% AUM from top-100 funds: 45 of 202 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in JBGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JBGS?

67% of holders stayed for 2+ years: 135 out of 202 hedge funds have held JBGS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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