As of the latest SEC filings, JBG SMITH Properties (JBGS) is held by 202 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $52,292,711.01 in market value, representing 0.06% of its portfolio.
Funds holding JBG SMITH Properties (JBGS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JBGS
- CIK:
- 0001689796
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $52,292,711.01 | 3,579,241 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.05% | $32,961,675.00 | 2,197,445 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $24,891,860.55 | 1,703,755 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $21,542,518.05 | 1,474,505 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $17,942,146.53 | 1,228,073 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $11,384,842.50 | 779,250 | Mar 31, 2026 | May 28, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.35% | $11,077,944.84 | 758,244 | Mar 31, 2026 | May 29, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.10% | $9,845,220.06 | 647,286 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,700,557.87 | 663,967 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,959,170.00 | 597,278 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.09% | $8,795,161.56 | 601,996 | Mar 31, 2026 | May 28, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.09% | $8,429,895.00 | 561,993 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.06% | $7,988,762.61 | 546,801 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,513,630.80 | 514,280 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.06% | $6,227,399.88 | 409,428 | Feb 28, 2026 | Apr 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.05% | $5,820,615.00 | 388,041 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,766,540.22 | 313,382 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,511,027.43 | 296,583 | Feb 28, 2026 | Apr 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,489,350.00 | 299,290 | Apr 30, 2026 | Jun 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.07% | $4,445,150.94 | 304,254 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,338,698.13 | 285,253 | Feb 28, 2026 | Apr 24, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.11% | $3,962,820.00 | 264,188 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $3,417,352.05 | 233,905 | Mar 31, 2026 | May 26, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $3,361,185.00 | 224,079 | Apr 30, 2026 | Jun 24, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.06% | $3,081,120.12 | 202,572 | Feb 28, 2026 | Apr 28, 2026 |
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