Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jbg Smith Pptys (JBGS)

215 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — JBGS

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JBGS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
215 hedge funds hold JBGS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

89 buying108 selling
Last quarter: 108 funds reduced or exited vs 89 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.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 32 → 32 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
137 out of 215 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 — ~31 new funds/quarter

29 → 35 → 32 → 32 → 31 new funds/Q
New funds entering each quarter: 35 → 32 → 32 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 217 holders: 155 (71%) are 2+ year veterans, 18 entered 1–2 years ago, and 44 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
46 of 215 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 89 hedge funds were net buyers of JBGS (31 opened a new position, 58 added to an existing one), while 108 reduced or exited (78 trimmed, 30 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in JBGS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 215.

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

-- --

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

Is It Too Late to Buy Jbg Smith Pptys (JBGS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JBGS has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JBGS
-4.9%
XLRE
+7.7%

JBGS outperformed XLRE by -12.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JBGS
-2.3%
XLRE
+1.7%

Since the filing became public, JBGS outperformed XLRE by -4.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: JBGS
215 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 215 214 0.47%
13F Shares 55M 58M -4.7%
Total Value $792M $983M -19.42%
New Positions 31 32 -1
Increased Positions 56 54 +2
Closed Positions 30 38 -8
Reduced Positions 78 90 -12
Total Calls 0 0 -
Total Puts 2 2 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JBGS

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Institutional Holders (2026 Q1)

215 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Pond Capital, LP 6.16% 4,414,269 $64.5M
2 Marnell Management LLC 2.30% 451,873 $6.6M
3 Yorkville Advisors Global, LP 1.36% 143,918 $2.1M
4 Passive Capital Management, LLC. 0.96% 220,639 $3.2M
5 Private Management Group Inc 0.69% 1,643,935 $24.0M
6 Park Capital Management, LLC / WI 0.16% 11,155 $163K
7 Vert Asset Management LLC 0.15% 31,371 $458K
8 AlphaQuest LLC 0.09% 94,574 $1.6M
9 AdvisorShares Investments LLC 0.08% 29,700 $434K
10 American State Bank (Iowa) 0.07% 2,500 $78K
11 Loews Corp 0.06% 496,520 $7.3M
12 Dimension Capital Management LLC 0.05% 25,934 $379K
13 May Hill Capital, LLC 0.05% 14,201 $207K
14 Brooklyn Investment Group 0.05% 102,546 $1.5M
15 Inspire Investing, LLC 0.04% 34,780 $508K
16 Fox Run Management, L.L.C. 0.04% 14,695 $216K
17 Commonwealth Financial Services, LLC 0.04% 15,217 $222K
18 BTG Pactual Asset Management US LLC 0.02% 15,532 $227K
19 Citigroup Inc 0.02% 2,884,839 $42.1M
20 Allianz Asset Management GmbH 0.02% 1,097,547 $16.0M
21 ExodusPoint Capital Management, LP 0.01% 121,931 $1.8M
22 Summit Trail Advisors, LLC 0.01% 64,537 $943K
23 Bfsg, LLC 0.01% 9,750 $142K
24 Syon Capital LLC 0.01% 15,469 $226K
25 Man Group plc 0.01% 410,309 $6.0M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JBGS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JBGS?

More sellers than buyers — 45% buying: Last quarter: 108 funds reduced or exited vs 89 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 — 40% AUM from top-100 funds: 46 of 215 holders are among the 100 largest funds by AUM, controlling 40% 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?

64% of holders stayed for 2+ years: 137 out of 215 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.

Is it too late to buy Jbg Smith Pptys (JBGS) following the 2026 Q1 hedge fund 13F filings?

As of today, JBGS has moved -2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of -4.0%. Since the quarter end (March 31, 2026), JBGS has gained -4.9% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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