SEC 13F Intelligence

American Trust Investment Advisors, LLC / JBGS

American Trust Investment Advisors, LLC’s Jbg Smith Pptys Position

Does American Trust Investment Advisors, LLC own Jbg Smith Pptys (JBGS)? Not currently — the last reported position was 134.1K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
134.1K
% of Portfolio
+1.60%
Quarters Held
4
position exited

Position History JBGS

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022134.1K$2M+1.60%
Q2 2022130.9K$3M+1.94%
Q1 2022128.8K$4M+1.93%
Q4 2021124.3K$4M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of JBGS.