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

JBGS ranks #2924 out of 37501 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.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC has added to its JBGS position for two straight quarters, increasing it by $7.3M to reach $7.3M today.

Northern Trust CORP has trimmed its JBGS position for two straight quarters, cutting it by $14.8M while still holding $12.6M.

JBGS is down 2.3% today, but institutions show net buying of $77.3M this quarter — a divergence between today's price move and the underlying institutional flow.

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