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Creative Planning JBGS Position History
JBG SMITH Properties • Real Estate
Quarters held
5
Latest value
$602K
Q3 2026
Peak value
$602K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $407K |
| Q4 2025 | $458K |
| Q1 2026 | $407K |
| Q2 2026 | $418K |
| Q3 2026 | $602K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $602K | 7.5K | — | — |
| Q2 2026 | $418K | 6.3K | — | — |
| Q1 2026 | $407K | 7.0K | — | — |
| Q4 2025 | $458K | 7.1K | — | — |
| Q3 2025 | $407K | 7.0K | — | — |
Other funds holding JBGS
$156.7M
$112.6M
$98.5M
$55.9M
$53.2M
$53.2M
$53.2M