JBG SMITH (JBGS) reported a second-quarter 2026 net loss attributable to common shareholders of $59.2 million, or $1.03 per diluted share. Core FFO was $10.4 million, or $0.18 per diluted share, for the three months ended June 30, 2026.
The company said annualized NOI was $249.3 million, or $249.2 million after adjusting for recently sold and recapitalized assets. JBG SMITH also disclosed a $356.1 million treble-damages judgment in the Wardman Tower litigation and said it intends to appeal.
- Same Store NOI decreased 4.0% to $54.8 million for the quarter compared with the year-earlier period.
- The operating multifamily portfolio was 89.6% leased and 86.6% occupied as of June 30, 2026.
- The operating commercial portfolio was 78.0% leased and 75.4% occupied as of June 30, 2026.
- JBG SMITH executed about 151,000 square feet of office leases during the quarter, including about 88,000 square feet of new leases.
- The company declared a quarterly dividend of $0.175 per common share, payable August 27, 2026.
$JBGS Insider Trading Activity
$JBGS insiders have traded $JBGS stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $JBGS stock by insiders over the last 6 months:
- STEVEN A MUSELES (Chief Legal Off. & Corp. Secy) has made 0 purchases and 2 sales selling 20,010 shares for an estimated $300,270.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBGS Hedge Fund Activity
We have seen 83 institutional investors add shares of $JBGS stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 636,244 shares (+18.8%) to their portfolio in Q1 2026, for an estimated $9,295,524
- JANE STREET GROUP, LLC removed 446,104 shares (-76.5%) from their portfolio in Q1 2026, for an estimated $6,517,579
- GOLDMAN SACHS GROUP INC removed 406,423 shares (-35.0%) from their portfolio in Q1 2026, for an estimated $5,937,840
- BANK OF AMERICA CORP /DE/ removed 381,303 shares (-67.6%) from their portfolio in Q1 2026, for an estimated $5,570,836
- VICTORY CAPITAL MANAGEMENT INC removed 275,151 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $4,036,465
- LONG POND CAPITAL, LP added 266,870 shares (+6.4%) to their portfolio in Q1 2026, for an estimated $3,898,970
- POINT72 ASSET MANAGEMENT, L.P. removed 248,955 shares (-63.3%) from their portfolio in Q1 2026, for an estimated $3,637,232
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
