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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 18.28 M | $293.34 M | 0.46% | 17.39% |
| 05/10/2024 | VANGUARD GROUP INC | 14.75 M | $236.79 M | -3.38% | 14.04% |
| 05/15/2024 | LONG POND CAPITAL, LP | 6.98 M | $111.95 M | -0.76% | 7.78% |
| 05/15/2024 | MORGAN STANLEY | 6.76 M | $108.46 M | -3.95% | 6.43% |
| 05/15/2024 | STATE STREET CORP | 5.60 M | $89.93 M | -11.37% | 5.33% |
| 05/10/2024 | CITIGROUP INC | 2.91 M | $46.72 M | 1.60% | 2.77% |
| 05/09/2024 | THOMPSON SIEGEL & WALMSLEY LLC | 2.22 M | $35.60 M | 7.26% | 2.47% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 2.21 M | $35.43 M | -2.46% | 2.10% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.03 M | $32.60 M | 4.31% | 1.93% |
| 05/08/2024 | PRIVATE MANAGEMENT GROUP INC | 1.57 M | $25.25 M | -0.38% | 1.75% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.29 M | $20.64 M | -2.79% | 1.22% |
| 05/13/2024 | UBS GROUP AG | 1.05 M | $16.93 M | 4.59% | 1.00% |
| 05/14/2024 | NORTHERN TRUST CORP | 1.03 M | $16.47 M | -7.04% | 0.98% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 874,363 | $14.03 M | -7.87% | 0.98% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 959,150 | $15.39 M | -3.29% | 0.91% |
| 05/15/2024 | ARISTOTLE CAPITAL BOSTON, LLC | 804,111 | $12.91 M | -1.37% | 0.90% |
| 05/10/2024 | JPMORGAN CHASE & CO | 866,555 | $13.91 M | 174.90% | 0.82% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 840,151 | $13.48 M | 25.46% | 0.80% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 729,507 | $11.71 M | 49.10% | 0.69% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 683,430 | $10.97 M | -0.89% | 0.65% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 589,118 | $9.46 M | 20.32% | 0.56% |
| 05/13/2024 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 500,000 | $8.03 M | 150.00% | 0.56% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 580,934 | $9.32 M | -3.38% | 0.55% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 452,892 | $7.27 M | -0.62% | 0.43% |
| 05/14/2024 | INVESCO LTD. | 369,033 | $5.92 M | -0.31% | 0.35% |
| 05/15/2024 | MAN GROUP PLC | 314,500 | $5.05 M | -1.90% | 0.35% |
| 05/09/2024 | RHUMBLINE ADVISERS | 313,515 | $5.03 M | -4.26% | 0.30% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 304,751 | $4.89 M | -35.35% | 0.29% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 265,212 | $4.26 M | -0.47% | 0.25% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 245,554 | $3.94 M | 117.96% | 0.23% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 214,100 | $3.44 M | 100.00% | 0.20% |
| 05/14/2024 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 178,502 | $2.86 M | -1.23% | 0.20% |
| 05/15/2024 | TUDOR INVESTMENT CORP ET AL | 175,890 | $2.82 M | 100.00% | 0.20% |
| 05/07/2024 | SEI INVESTMENTS CO | 201,412 | $3.23 M | -3.22% | 0.19% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 165,190 | $2.65 M | 0.00% | 0.18% |
| 05/13/2024 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 186,439 | $2.99 M | 4.62% | 0.18% |
| 05/10/2024 | CREDIT SUISSE AG/ | 179,606 | $2.88 M | -0.96% | 0.17% |
| 05/07/2024 | SWISS NATIONAL BANK | 179,458 | $2.88 M | -7.33% | 0.17% |
| 05/16/2024 | JANE STREET GROUP, LLC | 171,970 | $2.76 M | -13.35% | 0.16% |
| 05/02/2024 | ASSET MANAGEMENT ONE CO., LTD. | 131,223 | $2.11 M | -1.04% | 0.15% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 146,081 | $2.34 M | 209.89% | 0.14% |
| 05/14/2024 | PRUDENTIAL FINANCIAL INC | 123,853 | $1.99 M | -3.37% | 0.14% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 144,724 | $2.32 M | -11.53% | 0.14% |
| 05/15/2024 | CAXTON ASSOCIATES LP | 117,559 | $1.89 M | 504.01% | 0.13% |
| 05/08/2024 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 131,869 | $1.99 M | 313.56% | 0.13% |
| 05/15/2024 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 127,434 | $2.05 M | -0.43% | 0.12% |
| 04/25/2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 126,931 | $2.04 M | -3.13% | 0.12% |
| 05/13/2024 | NOMURA ASSET MANAGEMENT CO LTD | 104,600 | $1.68 M | 6.73% | 0.12% |
| 04/24/2024 | BROWN ADVISORY INC | 98,734 | $1.58 M | -4.47% | 0.11% |
| 04/19/2024 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 97,451 | $1.56 M | -3.76% | 0.11% |
A. During the previous two years, 304 institutional investors and hedge funds held shares of JBG SMITH Properties. The most heavily invested institutionals were:
BlackRock Inc.: 18.28 M
VANGUARD GROUP INC: 14.75 M
Long Pond Capital, LP: 6.98 M
MORGAN STANLEY: 6.76 M
STATE STREET CORP: 5.6 M
CITIGROUP INC: 2.91 M
A. 92.26% of JBG SMITH Properties stock is owned by institutional investors.
A. Institutional investors have bought a total of 123.16 M shares in the last 24 months. This purchase volume represents approximately $1.87 B in transactions.
