Jbg Smith Properties (JBGS) Quarterly Institutional 13F Update (Q2 2026)

JBGS ranks #2910 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JBGS is a top-conviction position for Long Pond Capital, LP — at 5.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in JBGS belongs to BlackRock, Inc., but the position matters far more to Long Pond Capital, LP, who has 5.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

GAMMA Investing LLC has added to its JBGS position for two straight quarters, increasing it by $109.6K to reach $158.4K today.

State of Alaska, Department of Revenue has trimmed its JBGS position for two straight quarters, cutting it by $427.0K while still holding $413.0K.

JBGS is up 0.6% today, and institutions have been net buyers of $77.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

JBGS reported a net loss of $152.0M over the trailing twelve months.

• Not yet profitable — net loss of $152.0M over the trailing twelve months
• Revenue declined 1.1% year over year
• Net income declined year over year, from -$151.8M to -$152.0M
• Generated $73.3M in positive operating cash flow
• Liabilities run 11.47x equity — a highly leveraged balance sheet worth noting