JBGS

JBG SMITH Properties

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001689796
$14.72 +1.80% $1.1B
7 New Institutional Positions12 Institutional Exits
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$580.6M
Inst. Activity7 buys / 12 sells
Insider Activity0B / 1S
Insider Net $-$119.7K
SEC Reports4
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001689796·Prev Close $14.46

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in JBGS for Q3 2025 shows $40.2M in net buying from 5 active and quant funds (including a
INST-CLUSTER — Impact 4/10
Jun 8, 2026 SEC
Steven A. Museles, an officer of JBG SMITH Properties, filed a Form 144 on June 8, 2026, indicating intent to sell 20,01
144 — Impact 3/10
Jun 8, 2026 Insider
MUSELES STEVEN A sold 7,978 shares
Chief Legal Off. & Corp. Secy @ $15.00 ($119.7K)
May 5, 2026 SEC
JBG SMITH reported Q1 2026 Core FFO of $0.17 per share, flat sequentially from Q4 2025 but up from $0.09 in Q1 2025. Tot
8-K — Impact 4/10
May 5, 2026 earnings_calendar
JBGS Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026 Insider
MELTON CAROL A was granted 17,197 shares
Director
Apr 30, 2026 Insider
Stewart Robert Alexander was granted 16,778 shares
Director
Inst.
Invesco Ltd. — TRIM
246,461 shares ($3.6M)

Price Targets

$14.50 -1.5% upside Hold
Current $14.72 Low $14.00 Median $14.50 High $15.00 2 analysts
$14.00 $15.00

Analyst Ratings

Strong Sell0% buy · 8 analysts
0Strong Buy
0Buy
3Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 2, 2026 Evercore ISI Group MAINTAIN Underperform → Underperform
Feb 20, 2026 Evercore ISI Group MAINTAIN Underperform → Underperform

Top Institutional Holders

FundValueMove
BlackRock, Inc.$161.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$86.0M
MORGAN STANLEY$58.6MADD
STATE STREET CORP$53.2M
CITIGROUP INC$42.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026MUSELES STEVENSELL$119.7K
Apr 30, 2026MELTON CAROLA$0.00
Apr 30, 2026Stewart RobertA$0.00
Apr 30, 2026MULROW WILLIAMA$0.00
Apr 30, 2026Glosserman MichaelA$0.00
50 institutional holders with $580.6M total value (39,725,855 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, MORGAN. Net selling activity: 12 institutions trimmed/exited vs 7 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,054,798$161.5M27.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC5,885,246$86.0M14.8%
3MORGAN STANLEY4,012,364$58.6M10.1%ADD +56.5%
4STATE STREET CORP3,639,072$53.2M9.2%
5CITIGROUP INC2,884,839$42.1M7.3%
6VANGUARD CAPITAL MANAGEMENT LLC2,422,319$35.4M6.1%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,664,666$24.3M4.2%
8Allianz Asset Management GmbH1,097,547$16.0M2.8%ADD +51.4%
9DIMENSIONAL FUND ADVISORS LP887,621$13.0M2.2%
10GOLDMAN SACHS GROUP INC754,944$11.0M1.9%
11LOEWS CORP496,520$7.3M1.2%TRIM -29.9%
12WELLS FARGO & COMPANY/MN467,050$6.8M1.2%
13Legal & General Group Plc434,017$6.3M1.1%
14VANGUARD FIDUCIARY TRUST CO383,906$5.6M1.0%
15CITADEL ADVISORS LLC377,034$5.5M0.9%DOUBLED +144.5%
16Invesco Ltd.246,461$3.6M0.6%TRIM -58.2%
17PUBLIC SECTOR PENSION INVESTMENT BOARD211,718$3.1M0.5%
18RHUMBLINE ADVISERS192,496$2.8M0.5%
19TWO SIGMA INVESTMENTS, LP183,203$2.7M0.5%
20BANK OF AMERICA CORP /DE/182,636$2.7M0.5%TRIM -67.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM589,873246,461-58.2%$3.6M2026-Q1
BANK OF AMERICA CORP /DE/TRIM563,939182,636-67.6%$2.7M2026-Q1
Point72 Asset Management, L.P.TRIM393,108144,153-63.3%$2.1M2026-Q1
DEUTSCHE BANK AG\ADD84,775141,151+66.5%$2.1M2026-Q1
AmundiADD47,75869,668+45.9%$1.0M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED20,19764,308+218.4%$939.5K2026-Q1
FIRST TRUST ADVISORS LPADD37,39946,942+25.5%$685.8K2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD30,54742,242+38.3%$617.2K2026-Q1
TUDOR INVESTMENT CORP ET ALADD20,91733,260+59.0%$485.9K2026-Q1
BANK OF MONTREAL /CAN/DOUBLED11,79824,247+105.5%$354.2K2026-Q1
Brevan Howard Capital Management LPTRIM59,92518,626-68.9%$272.1K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM25,34016,253-35.9%$237.5K2026-Q1
MACQUARIE GROUP LTDTRIM33,97113,527-60.2%$197.6K2026-Q1
FMR LLCTRIM8,5486,364-25.5%$93.0K2026-Q1
Russell Investments Group, Ltd.TRIM7,4395,323-28.4%$77.8K2026-Q1
Mirae Asset Global Investments Co., Ltd.TRIM1,8051,218-32.5%$17.8K2026-Q1
CWM, LLCTRIM941656-30.3%$9.6K2026-Q1
HRT FINANCIAL LPTRIM398,001270,440-32.1%$4.0K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT2,286141-93.8%$2.1K2026-Q1
MORGAN STANLEYADD2,157,6603,376,120+56.5%$57.4M2025-Q4
VICTORY CAPITAL MANAGEMENT INCADD200,126275,151+37.5%$4.7M2025-Q4
D. E. Shaw & Co., Inc.TRIM370,365107,255-71.0%$1.8M2025-Q4
CAPITAL FUND MANAGEMENT S.A.ADD72,205103,973+44.0%$1.8M2025-Q4
Brevan Howard Capital Management LPDOUBLED29,58959,925+102.5%$1.0M2025-Q4
FRANKLIN RESOURCES INCADD34,54045,857+32.8%$780.0K2025-Q4
9 unique insiders with 9 transactions. Net insider value: -$119.7K ($0.00 bought, $119.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026MUSELES STEVEN AChief Legal Off. & Corp. SecySELL7,978$15.00$119.7K
Apr 30, 2026MELTON CAROL ADirectorAWARD17,197
Apr 30, 2026Stewart Robert AlexanderDirectorAWARD16,778
Apr 30, 2026MULROW WILLIAM JDirectorAWARD18,036
Apr 30, 2026Glosserman Michael JDirectorAWARD17,617
Apr 30, 2026Mall Alisa MichelleDirectorAWARD17,197
Apr 30, 2026Forman Alan SDirectorAWARD18,036
Apr 30, 2026ESTES SCOTT ADirectorAWARD18,875
Apr 30, 2026CALDWELL PHYLLIS RDirectorAWARD15,435

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 8 analysts: 0 strong buy, 0 buy, 3 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$14.50 mean target -1.5% upside Hold (4.33)
$14.00 Low $15.00 High
MetricValue
Current Price$14.72
Target Low$14.00
Target Mean$14.50
Target Median$14.50
Target High$15.00
# Analysts2
RecommendationHold (4.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $0.00 $0.00 $0.1B
Next Q
2026-09-30
$0.00 $0.00 $0.00 $0.1B
Current FY
2026-12-31
$0.00 $0.00 $0.00 $0.4B 3.5%
Next FY
2027-12-31
$0.00 $0.00 $0.00 $0.4B 1.8%
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 2, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Feb 20, 2026 Evercore ISI Group MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026003320%
May 1, 2026003320%
Apr 1, 2026003320%
Mar 1, 2026003320%
Feb 1, 2026003320%
Jan 1, 2026003320%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
earnings_calendar
JBGS Q1 2026 Earnings Scheduled — 2026-05-05
Mar 19, 2026
short_interest
FTD: JBGS — 60,031 shares ($0.9M) failed to deliver
Settlement: 20260319, Price: $14.63, FTD Value: $878,253.53, JBG SMITH PPTYS COM SHS (MD)
Mar 12, 2026
short_interest
FTD: JBGS — 70,031 shares ($1.0M) failed to deliver
Settlement: 20260312, Price: $14.64, FTD Value: $1,025,253.84, JBG SMITH PPTYS COM SHS (MD)
Feb 27, 2026
short_interest
FTD: JBGS — 33,431 shares ($0.5M) failed to deliver
Settlement: 20260227, Price: $15.84, FTD Value: $529,547.04, JBG SMITH PPTYS COM SHS (MD)
Feb 17, 2026
short_interest
FTD: JBGS — 45,306 shares ($0.7M) failed to deliver
Settlement: 20260217, Price: $15.94, FTD Value: $722,177.64, JBG SMITH PPTYS COM SHS (MD)