Back to JBGS
HERITAGE INVESTORS MANAGEMENT CORP → JBGS
HERITAGE INVESTORS MANAGEMENT CORP JBGS Position History
JBG SMITH Properties • Real Estate
Quarters held
5
Latest value
$146K
Q3 2026
Peak value
$270K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $270K |
| Q4 2025 | $207K |
| Q1 2026 | $214K |
| Q2 2026 | $213K |
| Q3 2026 | $146K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $146K | 14.5K | — | — |
| Q2 2026 | $213K | 14.5K | — | — |
| Q1 2026 | $214K | 14.6K | — | — |
| Q4 2025 | $207K | 12.1K | — | — |
| Q3 2025 | $270K | 12.1K | — | — |
Other funds holding JBGS
$156.7M
$112.6M
$98.5M
$55.9M
$53.2M
$53.2M
$53.2M