JBG SMITH PPTYS shareholder history

Current and past JBG SMITH PPTYS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 24240.00%0.00%0.01%Q4 2017Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 970.00%0.00%0.00%Q3 2017Q3 202332
GOLDMAN SACHS GROUP INC 25250.00%0.00%0.01%Q3 2017Q3 202330
BARCLAYS PLC 25250.00%0.00%0.01%Q3 2017Q3 202327
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.01%Q3 2017Q3 202326
Versant Capital Management, Inc 26260.00%0.00%0.01%Q3 2017Q4 202326
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 25250.01%0.02%0.04%Q3 2017Q3 202325
BNP PARIBAS FINANCIAL MARKETS 25250.00%0.00%0.01%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.01%0.03%Q3 2017Q3 202325
PRICE T ROWE ASSOCIATES INC /MD/ 25250.00%0.03%0.07%Q3 2017Q3 202325
Louisiana State Employees Retirement System 25250.01%0.04%0.07%Q3 2017Q3 202325
DIMENSIONAL FUND ADVISORS LP 25250.01%0.02%0.03%Q3 2017Q3 202325
ALLIANCEBERNSTEIN L.P. 25250.00%0.00%0.01%Q3 2017Q3 202325
STRS OHIO 25250.00%0.02%0.03%Q3 2017Q3 202325
Parallel Advisors, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Legal & General Group Plc 25250.01%0.01%0.02%Q3 2017Q3 202325
PRUDENTIAL FINANCIAL INC 25250.00%0.03%0.09%Q3 2017Q3 202325
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 25250.01%0.01%0.01%Q3 2017Q3 202325
NEW YORK STATE COMMON RETIREMENT FUND 25250.00%0.01%0.01%Q3 2017Q3 202325
Sandy Spring Bank 25250.00%0.00%0.01%Q3 2017Q3 202325
Zurcher Kantonalbank (Zurich Cantonalbank) 25250.00%0.01%0.01%Q3 2017Q3 202325
MORGAN STANLEY 25250.00%0.01%0.04%Q3 2017Q3 202325
CREDIT SUISSE AG/ 25250.00%0.01%0.01%Q3 2017Q3 202325
BROWN BROTHERS HARRIMAN & CO 25250.00%0.00%0.00%Q3 2017Q3 202325
JPMORGAN CHASE & CO 25250.00%0.02%0.04%Q3 2017Q3 202325
GEODE CAPITAL MANAGEMENT, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
Long Pond Capital 25250.49%4.38%10.09%Q3 2017Q3 202325
NORTHERN TRUST CORP 25250.00%0.01%0.02%Q3 2017Q3 202325
US BANCORP \DE\ 25250.00%0.00%0.00%Q3 2017Q3 202325
Bank of New York Mellon Corp 25250.00%0.01%0.03%Q3 2017Q3 202325
QUADRANT CAPITAL GROUP LLC 25250.00%0.00%0.02%Q3 2017Q3 202325
DEUTSCHE BANK AG\ 25250.00%0.02%0.08%Q3 2017Q3 202325
AllSquare Wealth Management LLC 25250.01%0.01%0.02%Q3 2017Q3 202325
AMERIPRISE FINANCIAL INC 25250.00%0.00%0.01%Q3 2017Q3 202325
HSBC HOLDINGS PLC 25250.00%0.00%0.02%Q3 2017Q3 202325
Mitsubishi UFJ Asset Management Co., Ltd. 25250.00%0.01%0.02%Q3 2017Q3 202325
UBS Group AG 25250.00%0.00%0.01%Q3 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.00%0.00%0.00%Q3 2017Q3 202325
PRINCIPAL FINANCIAL GROUP INC 25250.01%0.01%0.02%Q3 2017Q3 202325
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 25250.00%0.01%0.02%Q3 2017Q3 202325
APG Asset Management US Inc. 25250.06%0.84%1.66%Q3 2017Q3 202325
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 25250.01%0.02%0.04%Q3 2017Q3 202325
Swiss National Bank 25250.00%0.01%0.01%Q3 2017Q3 202325
Daiwa Securities Group Inc. 25250.00%0.01%0.06%Q3 2017Q3 202325
TEXAS PERMANENT SCHOOL FUND CORP 25250.01%0.03%0.06%Q3 2017Q3 202325
VOYA INVESTMENT MANAGEMENT LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
STATE STREET CORP 25250.01%0.01%0.02%Q3 2017Q3 202325
SEI INVESTMENTS CO 25250.01%0.01%0.02%Q3 2017Q3 202325
ROYAL BANK OF CANADA 25250.00%0.00%0.00%Q3 2017Q3 202325
AMALGAMATED BANK 25250.01%0.02%0.02%Q3 2017Q3 202325
BANK OF AMERICA CORP /DE/ 25250.00%0.00%0.00%Q3 2017Q3 202325
Sumitomo Mitsui Trust Holdings, Inc. 25250.00%0.00%0.01%Q3 2017Q3 202325
NOMURA ASSET MANAGEMENT CO LTD 25250.01%0.02%0.08%Q3 2017Q3 202325
Asset Management One Co., Ltd. 25250.01%0.02%0.05%Q3 2017Q3 202325
Glassman Wealth Services 25250.00%0.01%0.07%Q3 2017Q3 202325
BlackRock Inc. 25250.01%0.01%0.02%Q3 2017Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q3 2017Q3 202325
NISA INVESTMENT ADVISORS, LLC 25250.01%0.01%0.03%Q3 2017Q3 202325
RHUMBLINE ADVISERS 25250.01%0.01%0.02%Q3 2017Q3 202325
UBS ASSET MANAGEMENT AMERICAS INC 25250.00%0.01%0.01%Q3 2017Q3 202325
SG Americas Securities, LLC 25250.00%0.01%0.04%Q3 2017Q3 202325
MACQUARIE GROUP LTD 25250.00%0.00%0.01%Q3 2017Q3 202325
Aristotle Capital Boston, LLC 25250.17%0.41%0.61%Q3 2017Q3 202325
FMR LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
GREAT WEST LIFE ASSURANCE CO /CAN/ 25250.01%0.01%0.02%Q3 2017Q3 202325
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 25250.00%0.06%0.12%Q3 2017Q3 202325
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 25250.00%0.01%0.02%Q3 2017Q3 202325
Arizona State Retirement System 25250.00%0.02%0.04%Q3 2017Q3 202325
BROWN ADVISORY INC 25250.00%0.03%0.06%Q3 2017Q3 202325
FIRST MANHATTAN CO. LLC. 25250.00%0.01%0.03%Q3 2017Q3 202325
VANGUARD GROUP INC 25250.01%0.02%0.03%Q3 2017Q3 202325
AMERICAN INTERNATIONAL GROUP, INC. 25250.00%0.03%0.04%Q3 2017Q3 202325
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 25250.00%0.00%0.00%Q3 2017Q3 202325
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 25250.01%0.02%0.02%Q3 2017Q3 202325
Invesco Ltd. 25250.00%0.01%0.03%Q3 2017Q3 202325
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25250.01%0.01%0.02%Q3 2017Q3 202325
State of Alaska, Department of Revenue 25250.02%0.02%0.04%Q3 2017Q3 202325
BANK OF MONTREAL /CAN/ 2220.00%0.00%0.01%Q3 2017Q3 202324
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 24240.00%0.01%0.01%Q3 2017Q2 202324
METROPOLITAN LIFE INSURANCE CO/NY 2130.00%0.02%0.03%Q3 2017Q3 202324
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2220.00%0.00%0.01%Q3 2017Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 24240.00%0.01%0.02%Q4 2017Q3 202324
Tortoise Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
ProShare Advisors LLC 2220.00%0.00%0.01%Q3 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 24240.61%0.99%1.31%Q4 2017Q3 202324
WHITTIER TRUST CO 2310.00%0.00%0.00%Q3 2017Q3 202324
FIRST TRUST ADVISORS LP 2220.00%0.01%0.02%Q3 2017Q3 202324
BESSEMER GROUP INC 24240.00%0.00%0.00%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 14100.00%0.01%0.05%Q3 2017Q3 202324
STATE OF WISCONSIN INVESTMENT BOARD 2310.00%0.00%0.00%Q3 2017Q3 202324
Ameritas Investment Partners, Inc. 2220.01%0.04%0.06%Q3 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.00%0.00%0.01%Q4 2017Q3 202324
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1950.00%0.01%0.02%Q3 2017Q3 202324
MetLife Investment Management, LLC 2120.00%0.02%0.03%Q4 2017Q3 202323
Russell Investments Group, Ltd. 1810.00%0.02%0.08%Q3 2017Q3 202323
SIGNATUREFD, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
V3 Capital Management, L.P. 21211.92%15.11%22.41%Q3 2017Q3 202223
BOOTHBAY FUND MANAGEMENT, LLC 23230.03%0.10%0.21%Q1 2018Q3 202323
State of Tennessee, Treasury Department 23230.02%0.04%0.06%Q1 2018Q3 202323
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 23230.02%0.03%0.05%Q2 2017Q4 202223
NORGES BANK 22220.04%0.09%0.15%Q3 2017Q4 202222
Crossmark Global Holdings, Inc. 2110.01%0.01%0.01%Q3 2016Q3 202222
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 22220.01%0.01%0.03%Q3 2017Q4 202222
IFP Advisors, Inc 910.00%0.00%0.00%Q1 2016Q2 202322
COMERICA BANK 22220.01%0.02%0.02%Q3 2017Q4 202222
ENVESTNET ASSET MANAGEMENT INC 1710.00%0.00%0.00%Q3 2017Q3 202322
Neuberger Berman Group LLC 2020.00%0.00%0.02%Q3 2017Q3 202322
Sutton Wealth Advisors Inc. 22220.00%0.00%0.00%Q3 2017Q4 202222
State of New Jersey Common Pension Fund D 22220.00%0.01%0.02%Q3 2017Q4 202222
Nuveen Asset Management, LLC 2010.00%0.02%0.14%Q3 2017Q3 202322
SECURIAN ASSET MANAGEMENT, INC 22220.01%0.01%0.01%Q3 2017Q4 202222
STATE OF MICHIGAN RETIREMENT SYSTEM 22220.00%0.01%0.01%Q3 2017Q4 202222
CENTERSQUARE INVESTMENT MANAGEMENT LLC 22220.01%1.04%2.41%Q2 2018Q3 202322
Retirement Systems of Alabama 22220.01%0.02%0.03%Q3 2017Q4 202222
MILLENNIUM MANAGEMENT LLC 1310.00%0.00%0.02%Q3 2017Q3 202321
AQR Capital Management 1610.00%0.02%0.04%Q3 2017Q3 202321
D. E. Shaw & Co., Inc. 1710.00%0.00%0.01%Q3 2017Q3 202321
Treasurer of the State of North Carolina 21210.00%0.01%0.02%Q1 2018Q1 202321
VICTORY CAPITAL MANAGEMENT INC 1740.00%0.00%0.00%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FEDERATED HERMES, INC. 21210.00%0.07%0.20%Q4 2017Q4 202221
EXANE DERIVATIVES 20200.00%0.00%0.00%Q3 2017Q2 202220
Zions Bancorporation, N.A. 20200.00%0.00%0.00%Q4 2018Q3 202320
WOLVERINE ASSET MANAGEMENT LLC 1010.00%0.01%0.05%Q3 2017Q3 202320
RAYMOND JAMES & ASSOCIATES 1370.00%0.00%0.01%Q4 2017Q1 202320
AMP Capital Investors Ltd 19190.01%0.08%0.26%Q3 2017Q1 202219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 19190.00%0.00%0.01%Q1 2018Q3 202219
Renaissance Technologies 19190.00%0.01%0.04%Q3 2018Q1 202319
Lindbrook Capital, LLC 1450.00%0.00%0.01%Q4 2018Q3 202319
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1540.01%0.15%0.89%Q2 2018Q3 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 19190.00%0.00%0.01%Q3 2017Q1 202219
Sumitomo Mitsui DS Asset Management Company, Ltd 1410.00%0.01%0.01%Q2 2018Q3 202319
THIRD AVENUE MANAGEMENT LLC 19190.49%2.73%5.80%Q3 2017Q1 202219
Cubist Systematic Strategies, LLC 810.00%0.03%0.08%Q3 2017Q4 202218
Private Capital Group, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Heritage Wealth Advisors 18180.00%0.00%0.00%Q3 2018Q4 202218
EATON VANCE MANAGEMENT 18180.00%0.00%0.00%Q3 2017Q4 202118
PANAGORA ASSET MANAGEMENT INC 18180.00%0.00%0.01%Q3 2017Q4 202118
PEAK6 Investments LLC 310.00%0.00%0.01%Q3 2018Q2 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Edge Wealth Management LLC 18180.00%0.00%0.00%Q3 2017Q4 202118
Global Endowment Management, LP 18180.05%0.10%0.16%Q2 2018Q3 202218
Employees Retirement System of Texas 1220.01%0.09%0.16%Q4 2017Q1 202318
Trustees of Princeton University 13533.42%76.23%100.00%Q4 2017Q4 202218
VAN ECK ASSOCIATES CORP 1610.00%0.00%0.00%Q2 2018Q3 202317
JANE STREET GROUP, LLC 1210.00%0.00%0.01%Q4 2018Q3 202317
TEACHER RETIREMENT SYSTEM OF TEXAS 1250.00%0.00%0.01%Q3 2017Q3 202317
Pendal Group Ltd 17170.00%0.01%0.02%Q4 2017Q4 202117
Venture Visionary Partners LLC 16160.04%0.12%0.26%Q4 2019Q3 202316
JANUS HENDERSON GROUP PLC 970.00%0.00%0.00%Q2 2018Q3 202316
PROFUND ADVISORS LLC 1150.01%0.02%0.03%Q3 2017Q1 202216
abrdn plc 1220.00%0.00%0.01%Q3 2017Q3 202316
EII CAPITAL MANAGEMENT, INC. 16160.09%0.24%0.36%Q4 2017Q3 202116
TORONTO DOMINION BANK 1510.00%0.00%0.00%Q3 2017Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
NATIXIS ADVISORS, L.P. 16160.00%0.00%0.01%Q4 2019Q3 202316
Pacer Advisors, Inc. 610.00%0.03%0.08%Q3 2017Q4 202216
Baystate Wealth Management LLC 16160.00%0.00%0.00%Q4 2017Q3 202116
VIRGINIA RETIREMENT SYSTEMS ET AL 1010.01%0.02%0.06%Q3 2017Q2 202316
ENTERPRISE FINANCIAL SERVICES CORP 16160.00%0.00%0.00%Q3 2017Q2 202116
Utah Retirement Systems 16160.01%0.01%0.02%Q3 2017Q2 202116
Ancora Advisors LLC 1410.03%0.24%0.42%Q3 2017Q4 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
GUGGENHEIM CAPITAL LLC 910.00%0.02%0.07%Q3 2017Q4 202215
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
D'Orazio & Associates, Inc. 15150.01%0.02%0.03%Q1 2018Q3 202115
Waterfront Capital Partners, LLC 1230.54%2.37%4.71%Q3 2017Q4 202215
WELLINGTON MANAGEMENT GROUP LLP 710.00%0.01%0.03%Q4 2017Q3 202315
QS Investors, LLC 1220.00%0.00%0.00%Q3 2017Q1 202114
Squarepoint Ops LLC 510.00%0.01%0.01%Q4 2017Q3 202314
Aperio Group, LLC 14140.00%0.01%0.02%Q3 2017Q4 202014
CANADA PENSION PLAN INVESTMENT BOARD 1220.00%0.05%0.08%Q3 2017Q1 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 1310.00%0.00%0.00%Q3 2017Q4 202114
Rockefeller Capital Management L.P. 1110.00%0.00%0.01%Q1 2019Q3 202314
Parkside Financial Bank & Trust 820.00%0.00%0.01%Q3 2017Q3 202314
MASON STREET ADVISORS, LLC 14140.03%0.04%0.05%Q3 2017Q4 202014
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.00%0.01%Q4 2017Q1 202114
M&T BANK CORP 1010.00%0.00%0.00%Q3 2017Q3 202314
Ulysses Management LLC 12120.51%1.79%4.89%Q1 2018Q4 202014
Adelante Capital Management LLC 14140.38%1.02%1.82%Q3 2018Q4 202114
SIMPLEX TRADING, LLC 510.00%0.00%0.02%Q3 2017Q2 202314
Ellevest, Inc. 13130.00%0.00%0.01%Q1 2020Q1 202313
GSA CAPITAL PARTNERS LLP 610.02%0.07%0.16%Q1 2018Q2 202313
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 13130.08%0.24%0.39%Q3 2017Q3 202013
Allianz Asset Management GmbH 1030.00%0.00%0.01%Q2 2019Q3 202313
TD ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q4 2018Q4 202113
Vident Investment Advisory, LLC 610.01%0.01%0.02%Q2 2018Q2 202313
PineBridge Investments, L.P. 910.00%0.00%0.02%Q1 2018Q2 202313
Sessa Capital IM, L.P. 1120.57%6.24%11.51%Q3 2017Q1 202313
Anchor Investment Management, LLC 13130.00%0.00%0.00%Q3 2017Q3 202013
KBC Group NV 1120.00%0.00%0.01%Q3 2017Q3 202313
WINTON GROUP Ltd 1120.02%0.07%0.17%Q1 2019Q3 202213
Rafferty Asset Management, LLC 1010.00%0.01%0.02%Q3 2017Q3 202113
Advisory Services Network, LLC 1020.00%0.00%0.00%Q4 2017Q4 202012
LS Investment Advisors, LLC 12120.01%0.01%0.02%Q3 2017Q2 202012
NORDEA INVESTMENT MANAGEMENT AB 660.00%0.01%0.01%Q4 2019Q2 202312
BBVA USA Bancshares, Inc. 12120.02%0.04%0.08%Q2 2018Q1 202112
AlphaCrest Capital Management LLC 510.01%0.04%0.12%Q1 2019Q3 202212
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q4 2017Q4 202112
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12120.00%0.00%0.00%Q3 2017Q2 202012
TRUIST FINANCIAL CORP 1020.00%0.00%0.00%Q4 2019Q4 202212
Carmichael Hill & Associates, Inc. 12120.00%0.00%0.00%Q4 2019Q3 202212
Mitsubishi UFJ Trust & Banking Corp 630.00%0.00%0.00%Q3 2019Q2 202312
FIFTH THIRD BANCORP 1020.00%0.00%0.00%Q3 2017Q3 202312
DUNCKER STREETT & CO INC 840.00%0.00%0.00%Q3 2017Q3 202012
YALE UNIVERSITY 12125.25%40.40%75.54%Q3 2017Q2 202012
DekaBank Deutsche Girozentrale 810.00%0.00%0.00%Q4 2019Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
North Star Investment Management Corp. 610.00%0.00%0.00%Q4 2017Q3 202312
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q4 2017Q3 202312
Bartlett & Co. LLC 840.00%0.00%0.00%Q4 2020Q4 202312
Avior Wealth Management, LLC 1020.00%0.00%0.00%Q4 2017Q1 202112
BALYASNY ASSET MANAGEMENT L.P. 750.00%0.05%0.16%Q3 2017Q3 202212
Tarbox Family Office, Inc. 11110.00%0.00%0.00%Q4 2017Q2 202011
AMERICAN CENTURY COMPANIES INC 830.00%0.01%0.01%Q1 2018Q4 202011
DUPONT CAPITAL MANAGEMENT CORP 410.01%0.02%0.04%Q3 2017Q2 202211
MEEDER ASSET MANAGEMENT INC 710.00%0.00%0.00%Q2 2019Q3 202211
HRT FINANCIAL LP 410.00%0.03%0.08%Q4 2018Q3 202311
SHUFRO ROSE & CO LLC 11110.02%0.03%0.03%Q3 2017Q1 202011
Veritable, L.P. 810.00%0.01%0.01%Q2 2018Q4 202211
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.00%0.02%0.04%Q3 2019Q1 202311
PRIVATE MANAGEMENT GROUP INC 650.27%0.90%1.13%Q3 2017Q3 202311
Qube Research & Technologies Ltd 310.00%0.03%0.15%Q2 2018Q3 202311
ALLSTATE CORP 11110.01%0.04%0.08%Q4 2018Q2 202111
GROUP ONE TRADING, L.P. 710.00%0.00%0.01%Q3 2017Q1 202311
PICTET ASSET MANAGEMENT LTD 11110.00%0.00%0.00%Q4 2018Q2 202111
CIBC WORLD MARKETS CORP 1010.00%0.01%0.03%Q4 2019Q1 202311
XPONANCE, INC. 11110.00%0.01%0.01%Q2 2020Q4 202211
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
FDx Advisors, Inc. 640.01%0.01%0.02%Q3 2018Q2 202210
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.00%Q3 2017Q4 201910
Municipal Employees' Retirement System of Michigan 640.02%0.04%0.06%Q3 2017Q1 202010
Capital Investment Advisory Services, LLC 640.01%0.03%0.07%Q4 2018Q2 202210
People's United Financial, Inc. 10100.02%0.03%0.04%Q3 2017Q4 201910
SCHRODER INVESTMENT MANAGEMENT GROUP 640.00%0.00%0.00%Q3 2017Q4 202110
Maryland State Retirement & Pension System 630.01%0.01%0.02%Q1 2021Q3 20239
Legacy Bridge, LLC 990.02%0.02%0.03%Q1 2019Q1 20219
Engineers Gate Manager LP 310.01%0.03%0.16%Q3 2017Q3 20239
CWM, LLC 810.00%0.00%0.00%Q3 2017Q3 20239
Worth Venture Partners, LLC 540.08%0.11%0.14%Q2 2021Q3 20239
Eagle Bay Advisors LLC 630.01%0.02%0.04%Q2 2021Q3 20239
Neuburgh Advisers LLC 990.02%0.02%0.03%Q3 2017Q3 20199
Paloma Partners Management Co 610.01%0.01%0.02%Q3 2017Q3 20219
SYNOVUS FINANCIAL CORP 990.00%0.00%0.00%Q1 2018Q1 20209
RIVERHEAD CAPITAL MANAGEMENT LLC 990.01%0.01%0.02%Q3 2017Q3 20199
LOOMIS SAYLES & CO L P 990.02%0.03%0.03%Q3 2017Q3 20199
Glen Harbor Capital Management LLC 990.01%0.01%0.01%Q3 2017Q3 20199
FORSTA AP-FONDEN 990.02%0.03%0.05%Q4 2017Q4 20199
Gemmer Asset Management LLC 810.00%0.00%0.00%Q3 2017Q4 20199
Wealthspire Advisors, L.P. 710.00%0.01%0.03%Q3 2017Q3 20209
Tyers Asset Management LLC 990.01%0.02%0.02%Q3 2017Q3 20199
Cribstone Capital Management, LLC 990.00%0.00%0.00%Q3 2017Q3 20199
Starwood Capital Group Management, L.L.C. 991.19%5.44%9.91%Q4 2020Q4 20229
OMERS ADMINISTRATION Corp 410.01%0.02%0.04%Q3 2017Q2 20239
Flinton Capital Management LLC 990.01%0.02%0.02%Q3 2017Q3 20199
New Potomac Partners, LLC 630.02%0.03%0.04%Q2 2018Q3 20209
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q3 2017Q2 20198
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
HOWE & RUSLING INC 710.00%0.49%1.50%Q3 2017Q2 20218
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 440.00%0.07%0.15%Q3 2017Q3 20198
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.01%Q1 2020Q1 20238
JBF Capital, Inc. 880.71%1.79%2.15%Q3 2021Q2 20238
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q3 2017Q2 20198
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
TCW GROUP INC 880.01%0.01%0.04%Q2 2018Q1 20208
Xact Kapitalforvaltning AB 880.01%0.02%0.02%Q2 2018Q1 20208
HARBOR INVESTMENT ADVISORY, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
ING GROEP NV 710.01%0.02%0.07%Q3 2017Q4 20228
Spire Wealth Management 610.00%0.00%0.01%Q1 2021Q3 20238
EARNEST PARTNERS LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Hexagon Capital Partners LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 880.00%0.00%0.00%Q3 2017Q2 20198
Vert Asset Management LLC 880.29%0.37%0.49%Q4 2021Q3 20238
TUDOR INVESTMENT CORP ET AL 410.01%0.06%0.21%Q1 2018Q2 20238
UNITED SERVICES AUTOMOBILE ASSOCIATION 620.00%0.00%0.01%Q1 2018Q3 20228
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q3 2017Q2 20208
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 620.01%0.02%0.06%Q2 2018Q2 20208
COMMONWEALTH BANK OF AUSTRALIA 880.00%0.00%0.00%Q3 2017Q2 20198
Vigilant Capital Management, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Man Group plc 530.00%0.01%0.04%Q2 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.00%0.00%Q3 2018Q2 20208
Column Capital Advisors, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
AQR Arbitrage LLC 880.17%0.23%0.32%Q3 2017Q2 20198
EVERETT HARRIS & CO /CA/ 770.00%0.01%0.01%Q3 2021Q1 20237
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q3 2017Q1 20197
Mascoma Wealth Management LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Quantbot Technologies LP 310.01%0.02%0.05%Q2 2018Q4 20227
Financial Architects, Inc 770.00%0.00%0.00%Q3 2017Q1 20197
PATHSTONE FAMILY OFFICE, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
HERITAGE INVESTORS MANAGEMENT CORP 770.01%0.01%0.02%Q1 2022Q3 20237
Bell Investment Advisors, Inc 410.00%0.00%0.00%Q3 2021Q3 20237
Investure, LLC 772.44%6.78%9.34%Q3 2017Q1 20197
Wealthspire Advisors, LLC 610.01%0.01%0.02%Q4 2020Q2 20237
ExodusPoint Capital Management, LP 210.01%0.02%0.03%Q3 2019Q1 20237
AGF Investments LLC 770.00%0.00%0.01%Q3 2017Q1 20197
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.00%0.00%Q4 2019Q3 20217
6 Meridian 770.05%0.05%0.06%Q3 2018Q1 20207
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.00%0.00%Q3 2017Q1 20207
Meiji Yasuda Asset Management Co Ltd. 770.02%0.03%0.04%Q1 2022Q3 20237
OXFORD ASSET MANAGEMENT LLP 770.01%0.07%0.12%Q3 2017Q1 20197
Pinnacle Bancorp, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
NATIXIS 310.00%0.01%0.01%Q3 2017Q1 20237
TIAA CREF INVESTMENT MANAGEMENT LLC 770.01%0.01%0.01%Q3 2017Q1 20197
PRICE MICHAEL F 310.01%0.04%0.10%Q3 2017Q1 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.01%Q4 2017Q3 20197
William Marsh Rice University 774.87%5.79%7.50%Q3 2017Q1 20197
AIGEN INVESTMENT MANAGEMENT, LP 410.06%0.14%0.29%Q3 2020Q3 20237
TEACHERS ADVISORS, LLC 770.01%0.02%0.04%Q3 2017Q1 20197
Byrne Asset Management LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Point72 Hong Kong Ltd 210.00%0.01%0.03%Q2 2018Q2 20227
Cipher Capital LP 210.02%0.11%0.36%Q3 2017Q2 20227
TCI Wealth Advisors, Inc. 510.00%0.00%0.00%Q4 2019Q1 20226
Schonfeld Strategic Advisors LLC 210.00%0.02%0.05%Q2 2018Q2 20236
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
CI INVESTMENTS INC. 510.00%0.00%0.00%Q3 2017Q3 20216
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
Global Retirement Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.03%0.15%0.41%Q4 2019Q3 20236
CAXTON CORP 660.53%1.23%1.74%Q3 2017Q4 20186
SPIRIT OF AMERICA MANAGEMENT CORP/NY 660.02%0.02%0.03%Q3 2017Q4 20186
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q4 2019Q3 20226
Arkadios Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
State of Wyoming 660.00%0.01%0.02%Q1 2022Q2 20236
Pensionfund DSM Netherlands 660.13%0.16%0.19%Q3 2017Q4 20186
HBK INVESTMENTS L P 660.00%0.01%0.02%Q3 2017Q4 20186
WESTPAC BANKING CORP 660.01%0.05%0.13%Q3 2017Q4 20186
QCI ASSET MANAGEMENT INC/NY 660.00%0.00%0.00%Q4 2018Q1 20206
Passive Capital Management, LLC. 660.64%1.19%1.74%Q4 2021Q1 20236
UBS OCONNOR LLC 510.01%0.04%0.10%Q2 2020Q4 20216
TOWERVIEW LLC 660.10%0.11%0.13%Q2 2022Q3 20236
BNP Paribas Asset Management Holding S.A. 220.00%0.00%0.01%Q2 2019Q1 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
WASHINGTON TRUST BANK 660.00%0.00%0.00%Q4 2017Q1 20196
Catalyst Capital Advisors LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Proficio Capital Partners LLC 660.00%0.00%0.00%Q1 2018Q2 20196
EAGLE BOSTON INVESTMENT MANAGEMENT INC 660.10%0.32%0.86%Q4 2017Q1 20196
Pensionfund Sabic 660.11%0.11%0.12%Q3 2017Q4 20186
SUNTRUST BANKS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Alpha Omega Wealth Management LLC 660.00%0.00%0.00%Q3 2017Q4 20186
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Minot Wealth Management LLC 660.20%0.23%0.29%Q1 2021Q2 20226
Magnus Financial Group LLC 660.04%0.06%0.07%Q4 2018Q1 20206
NEXT Financial Group, Inc 310.00%0.00%0.00%Q3 2017Q4 20216
Horizon Kinetics 660.01%0.01%0.01%Q3 2017Q4 20186
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 420.00%0.01%0.02%Q3 2017Q3 20236
OAKBROOK INVESTMENTS LLC 410.01%0.02%0.05%Q3 2018Q4 20195
HONEYWELL INTERNATIONAL INC 210.03%0.14%0.53%Q3 2017Q2 20195
UNIVERSITY OF NOTRE DAME DU LAC 551.57%1.71%1.87%Q1 2018Q1 20195
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.01%0.02%Q2 2018Q1 20205
Alta Fundamental Advisers LLC 550.16%2.30%3.11%Q1 2022Q1 20235
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 5543.58%50.30%54.42%Q4 2018Q4 20195
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
FOX RUN MANAGEMENT, L.L.C. 310.12%0.19%0.27%Q4 2019Q4 20225
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Bedel Financial Consulting, Inc. 320.01%0.02%0.04%Q3 2018Q3 20215
Exane Asset Management 550.00%0.01%0.01%Q3 2017Q3 20185
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 320.36%0.65%1.34%Q1 2018Q3 20205
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 550.16%0.29%0.40%Q3 2017Q3 20185
BAMCO INC /NY/ 320.02%0.06%0.11%Q1 2019Q4 20215
Jefferies Group LLC 210.00%0.00%0.01%Q3 2017Q3 20225
LEVIN CAPITAL STRATEGIES, L.P. 320.01%0.02%0.03%Q3 2017Q4 20195
COHEN & STEERS, INC. 410.00%0.02%0.03%Q3 2017Q1 20205
Douglass Winthrop Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BOKF, NA 550.01%0.02%0.03%Q3 2019Q3 20205
SHELTON CAPITAL MANAGEMENT 410.01%0.01%0.02%Q3 2019Q1 20215
Ferris Capital, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
REAL ESTATE MANAGEMENT SERVICES LLC 550.85%3.02%4.08%Q3 2017Q3 20185
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Allworth Financial LP 310.00%0.00%0.00%Q1 2022Q3 20235
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 550.48%0.60%0.79%Q1 2019Q1 20205
FIRST QUADRANT LLC/CA 320.04%0.11%0.23%Q3 2017Q3 20205
Zions Bancorporation 550.00%0.00%0.00%Q3 2017Q3 20185
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Vantage Investment Advisors, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
NN Investment Partners Holdings N.V. 410.00%0.01%0.02%Q3 2017Q2 20195
Holocene Advisors, LP 320.01%0.01%0.01%Q4 2021Q3 20235
HighVista Strategies LLC 550.37%0.52%0.62%Q4 2018Q4 20195
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q1 2021Q4 20235
COLONY GROUP LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Front Row Advisors LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q1 2019Q4 20194
CHILTON CAPITAL MANAGEMENT LLC 440.29%0.47%0.56%Q3 2017Q2 20184
Virtus ETF Advisers LLC 440.59%0.63%0.71%Q1 2021Q4 20214
Resolution Capital Ltd 440.75%2.26%2.99%Q2 2019Q1 20204
BENJAMIN F. EDWARDS & COMPANY, INC. 310.00%0.00%0.00%Q3 2017Q4 20194
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Next Capital Management LLC 440.01%0.02%0.02%Q4 2018Q3 20194
ALGERT GLOBAL LLC 440.06%0.08%0.13%Q3 2021Q2 20224
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Arbiter Partners Capital Management LLC 440.41%1.48%2.35%Q4 2017Q3 20184
TRUEWEALTH LLC 440.00%0.00%0.00%Q4 2017Q3 20184
TOTH FINANCIAL ADVISORY CORP 440.00%0.05%0.10%Q3 2018Q2 20194
FIRST HAWAIIAN BANK 310.00%0.01%0.01%Q3 2018Q4 20194
DAVIS SELECTED ADVISERS 440.01%0.02%0.03%Q3 2017Q2 20184
Cordasco Financial Network 440.00%0.00%0.01%Q1 2019Q4 20194
EXCHANGE TRADED CONCEPTS, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
SHELL ASSET MANAGEMENT CO 440.00%0.00%0.00%Q2 2020Q1 20214
HARBOR CAPITAL ADVISORS, INC. 440.06%0.08%0.11%Q1 2022Q4 20224
Quantamental Technologies LLC 310.00%0.11%0.21%Q4 2018Q1 20224
RBF Capital, LLC 440.09%0.13%0.16%Q4 2022Q3 20234
Liberty Mutual Group Asset Management Inc. 440.01%0.02%0.02%Q4 2017Q3 20184
CIBC Asset Management Inc 310.00%0.00%0.00%Q4 2019Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
PUTNAM INVESTMENTS LLC 440.00%0.00%0.00%Q4 2018Q3 20194
T. Rowe Price Investment Management, Inc. 440.02%0.06%0.08%Q3 2022Q2 20234
Parafestas Anastasios 44100.00%100.00%100.00%Q4 2017Q3 20184
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Plante Moran Financial Advisors, LLC 440.06%0.07%0.07%Q3 2018Q2 20194
Magnetar Financial LLC 210.01%0.03%0.04%Q1 2020Q4 20224
NumerixS Investment Technologies Inc 210.00%0.02%0.05%Q1 2018Q2 20194
Verition Fund Management LLC 110.01%0.02%0.03%Q3 2017Q1 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
American Trust Investment Advisors, LLC 441.60%1.81%1.94%Q4 2021Q3 20224
FORA Capital, LLC 110.01%0.03%0.06%Q4 2019Q3 20224
HORIZON KINETICS ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Westbourne Investment Advisors, Inc. 310.08%0.16%0.20%Q3 2018Q1 20204
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Candriam S.C.A. 210.01%0.03%0.04%Q3 2017Q4 20224
BARR E S & CO 440.14%0.21%0.28%Q3 2017Q2 20184
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 440.01%0.30%0.60%Q3 2017Q2 20184
Spinnaker Capital LLC 440.16%0.20%0.25%Q4 2017Q3 20184
PUBLIC SECTOR PENSION INVESTMENT BOARD 310.00%0.01%0.02%Q3 2017Q3 20234
World Asset Management Inc 310.01%0.01%0.01%Q3 2017Q3 20194
JACOBS LEVY EQUITY MANAGEMENT, INC 220.00%0.03%0.05%Q3 2020Q2 20224
DIAMOND HILL CAPITAL MANAGEMENT INC 440.01%0.02%0.03%Q1 2020Q4 20204
One Tusk Investment Partners LP 447.13%10.60%12.89%Q4 2018Q3 20194
Quantitative Systematic Strategies LLC 210.14%0.24%0.32%Q4 2017Q1 20194
GREENLEAF TRUST 310.00%0.00%0.00%Q1 2021Q2 20234
Empyrean Capital Partners, LP 310.46%0.71%1.18%Q3 2017Q3 20184
Prestige Wealth Management Group LLC 210.00%0.00%0.00%Q4 2018Q1 20234
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
GSI Capital Advisors LLC 441.40%1.68%2.02%Q2 2020Q1 20214
RVB CAPITAL MANAGEMENT LLC 211.12%1.70%2.61%Q4 2017Q1 20194
Israel Discount Bank of New York 440.01%0.02%0.02%Q4 2017Q3 20184
ZEKE CAPITAL ADVISORS, LLC 330.03%0.06%0.08%Q1 2019Q3 20193
Creative Planning 330.00%0.00%0.00%Q1 2023Q3 20233
ASSETMARK, INC 210.00%0.00%0.00%Q3 2017Q1 20203
Pathway Financial Advisors LLC 330.01%0.01%0.02%Q4 2017Q2 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Independent Order of Foresters 330.46%0.49%0.51%Q3 2017Q1 20183
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.00%Q4 2018Q1 20233
Oasis Management Co Ltd. 330.97%2.95%4.52%Q4 2017Q2 20183
First Personal Financial Services 330.00%0.00%0.00%Q3 2017Q1 20183
Barnett & Company, Inc. 330.02%0.02%0.02%Q3 2017Q1 20183
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2018Q2 20203
Blue Trust, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Manchester Capital Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RMR Advisors LLC 330.06%0.24%0.35%Q3 2017Q1 20183
FIRST MERCANTILE TRUST CO 330.00%0.01%0.01%Q3 2020Q1 20213
HARVEST GROUP WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2019Q4 20203
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q1 2020Q3 20203
Vanguard Personalized Indexing Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Bayesian Capital Management, LP 210.02%0.06%0.10%Q2 2022Q3 20233
Machina Capital S.A.S. 330.01%0.06%0.11%Q1 2019Q3 20193
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
A.R.T. Advisors, LLC 110.01%0.17%0.44%Q3 2018Q2 20203
MARSHALL WACE, LLP 210.01%0.02%0.06%Q4 2019Q2 20213
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Carmel Capital Partners, LLC 330.06%0.08%0.11%Q1 2023Q3 20233
Pearl River Capital, LLC 110.05%0.12%0.20%Q4 2018Q1 20203
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.07%0.08%0.09%Q3 2017Q1 20183
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Virtu Financial LLC 110.01%0.02%0.02%Q1 2019Q2 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
WATER ISLAND CAPITAL LLC 330.19%0.24%0.30%Q3 2017Q1 20183
Bridgefront Capital, LLC 210.08%0.12%0.17%Q2 2021Q3 20233
Premia Global Advisors, LLC 210.02%0.03%0.04%Q4 2017Q1 20193
PGGM Investments 330.13%0.14%0.14%Q3 2017Q1 20183
CAXTON ASSOCIATES LP 210.02%0.04%0.05%Q3 2022Q3 20233
Quadrature Capital Ltd 210.01%0.01%0.01%Q3 2020Q4 20213
Parallax Volatility Advisers, L.P. 220.00%0.00%0.01%Q3 2018Q4 20183
ALPINE WOODS CAPITAL INVESTORS, LLC 330.05%0.05%0.05%Q3 2017Q1 20183
Marshall Wace North America L.P. 210.00%0.00%0.01%Q1 2019Q1 20203
NATIONAL BANK OF CANADA /FI/ 210.00%0.01%0.02%Q4 2021Q1 20233
Mariner, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Redpoint Investment Management Pty Ltd 110.01%0.02%0.02%Q2 2019Q1 20213
HEITMAN REAL ESTATE SECURITIES LLC 330.12%1.06%1.87%Q3 2017Q1 20183
CREDIT AGRICOLE S A 210.00%0.00%0.01%Q3 2017Q4 20193
Dynamic Technology Lab Private Ltd 210.03%0.03%0.04%Q2 2021Q2 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Smithfield Trust Co 330.00%0.00%0.00%Q2 2020Q4 20203
Ethic Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Gotham Asset Management, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
XTX Topco Ltd 110.04%0.06%0.08%Q2 2021Q3 20232
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 220.02%0.02%0.02%Q3 2017Q4 20172
Illinois Municipal Retirement Fund 110.01%0.01%0.02%Q3 2020Q3 20232
Greenwich Investment Management, Inc. 220.20%0.21%0.23%Q1 2019Q2 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TWO SIGMA INVESTMENTS, LP 220.00%0.01%0.01%Q2 2020Q3 20202
Quent Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quarry LP 110.00%0.00%0.00%Q1 2023Q3 20232
Teza Capital Management LLC 110.07%0.07%0.07%Q2 2020Q2 20212
Leelyn Smith, LLC 220.00%0.01%0.01%Q3 2022Q4 20222
NinePointTwo Capital LLC 220.08%0.09%0.09%Q4 2021Q1 20222
Weaver C. Barksdale & Associates, Inc. 220.00%0.00%0.00%Q3 2017Q4 20172
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
FORT, L.P. 220.01%0.02%0.02%Q1 2019Q2 20192
NexWave Capital Partners LLC 221.19%1.20%1.22%Q4 2020Q1 20212
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.01%0.02%Q3 2019Q2 20202
LOEB PARTNERS CORP 220.26%0.32%0.38%Q4 2017Q1 20182
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
Achmea Investment Management B.V. 220.01%0.02%0.02%Q1 2020Q2 20202
OSTERWEIS CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2017Q1 20182
Rehmann Capital Advisory Group 220.00%0.00%0.00%Q1 2018Q2 20182
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Newtyn Management, LLC 221.05%1.32%1.59%Q4 2017Q1 20182
Jump Financial, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
RATIONAL ADVISORS LLC 220.00%0.01%0.01%Q2 2018Q3 20182
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Elequin Capital, LP 110.09%0.16%0.23%Q4 2022Q2 20232
Y-Intercept (Hong Kong) Ltd 110.06%0.06%0.06%Q1 2022Q2 20232
COWEN INC. 220.00%0.03%0.06%Q3 2017Q4 20172
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2017Q3 20212
Bray Capital Advisors 220.01%0.01%0.02%Q1 2018Q2 20182
Blume Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q1 20232
TWINBEECH CAPITAL LP 110.01%0.01%0.01%Q4 2021Q3 20222
Virtus Fund Advisers, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q1 20222
JUPITER ASSET MANAGEMENT LTD 220.01%0.02%0.04%Q3 2021Q4 20212
Quantinno Capital Management LP 220.02%0.05%0.08%Q1 2023Q2 20232
Versor Investments LP 220.02%0.02%0.02%Q4 2022Q1 20232
LMR Partners LLP 220.01%0.01%0.01%Q4 2022Q1 20232
MBB PUBLIC MARKETS I LLC 220.27%0.33%0.38%Q2 2023Q3 20232
THOMPSON DAVIS & CO., INC. 220.02%0.02%0.02%Q2 2018Q3 20182
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BAILARD, INC. 110.02%0.02%0.02%Q2 2020Q4 20202
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2017Q3 20222
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q2 2020Q3 20202
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2023Q3 20232
Graham Capital Management, L.P. 110.01%0.04%0.08%Q3 2022Q2 20232
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
ONTARIO TEACHERS PENSION PLAN BOARD 220.01%0.03%0.05%Q1 2022Q2 20222
BBVA USA 220.02%0.02%0.03%Q2 2021Q3 20212
Echo Street Capital Management LLC 110.01%0.01%0.02%Q4 2021Q3 20222
Beacon Pointe Advisors, LLC 110.02%0.05%0.07%Q2 2019Q4 20202
Solel Partners LP 222.89%2.99%3.09%Q2 2023Q3 20232
Ergoteles LLC 110.05%0.06%0.07%Q3 2020Q4 20222
CVA Family Office, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
MACKENZIE FINANCIAL CORP 220.02%0.02%0.02%Q3 2019Q4 20192
Bank Pictet & Cie (Europe) AG 220.01%0.01%0.01%Q2 2023Q3 20232
Banco de Sabadell, S.A 220.01%0.03%0.05%Q1 2021Q2 20212
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Zimmer Partners, LP 220.19%0.43%0.68%Q2 2019Q3 20192
Granite Investment Advisors, LLC 220.06%0.06%0.07%Q2 2017Q3 20172
DARK FOREST CAPITAL MANAGEMENT LP 220.04%0.09%0.13%Q4 2022Q1 20232
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.05%0.06%Q4 2021Q1 20232
GAM Holding AG 220.04%0.04%0.05%Q3 2017Q4 20172
Honeycomb Asset Management LP 221.08%1.17%1.26%Q2 2018Q3 20182
ELM ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q4 20202
MGO ONE SEVEN LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Phocas Financial Corp. 110.00%0.00%0.01%Q2 2019Q4 20222
BARINGS LLC 220.06%0.06%0.06%Q2 2018Q3 20182
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2017Q3 20171
Enlightenment Research, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q3 2017Q3 20171
DUALITY ADVISERS, LP 110.15%0.15%0.15%Q1 2023Q1 20231
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AVIVA PLC 110.01%0.01%0.01%Q3 2017Q3 20171
Brookfield Asset Management 110.01%0.01%0.01%Q3 2018Q3 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
AdvisorShares Investments LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Walleye Trading LLC 110.00%0.00%0.00%Q2 2018Q2 20181
DRIEHAUS CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q1 2018Q1 20181
DRW Securities, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WEXFORD CAPITAL LP 110.28%0.28%0.28%Q2 2020Q2 20201
Crestline Management, LP 110.53%0.53%0.53%Q2 2019Q2 20191
FNY Partners Fund LP 110.00%0.00%0.00%Q3 2017Q3 20171
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Perpetual Ltd 110.11%0.11%0.11%Q1 2020Q1 20201
DUFF & PHELPS INVESTMENT MANAGEMENT CO 110.22%0.22%0.22%Q3 2017Q3 20171
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Alexandria Capital, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Ledyard National Bank 110.00%0.00%0.00%Q3 2017Q3 20171
Leucadia National 110.01%0.01%0.01%Q2 2023Q2 20231
GenTrust, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Maryland Capital Management 110.02%0.02%0.02%Q4 2020Q4 20201
Ballentine Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
D. SCOTT NEAL, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2021Q4 20211
Sequoia Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.08%0.08%0.08%Q3 2017Q3 20171
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.01%0.01%0.01%Q3 2017Q3 20171
Beacon Pointe Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Signition LP 110.18%0.18%0.18%Q4 2018Q4 20181
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Athanor Capital, LP 110.01%0.01%0.01%Q2 2020Q2 20201
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
American Research & Management Co. 110.00%0.00%0.00%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Zurich Insurance Group Ltd/FI 110.01%0.01%0.01%Q3 2017Q3 20171
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
INCEPTIONR LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Forward Management, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Oak Thistle LLC 110.41%0.41%0.41%Q4 2021Q4 20211
XTX MARKETS LLC 110.51%0.51%0.51%Q4 2020Q4 20201
BFSG, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Proprium Capital Partners, L.P. 1168.92%68.92%68.92%Q3 2017Q3 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2020Q2 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CIGNA INVESTMENTS INC /NEW 110.06%0.06%0.06%Q2 2020Q2 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
OppenheimerFunds, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HILLMAN CO 111.51%1.51%1.51%Q3 2017Q3 20171
Gideon Capital Advisors, Inc. 110.11%0.11%0.11%Q2 2018Q2 20181
Kemnay Advisory Services Inc. 1119.36%19.36%19.36%Q3 2017Q3 20171
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q4 2018Q4 20181
EVERENCE CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Weiss Asset Management LP 110.01%0.01%0.01%Q1 2021Q1 20211
Senvest Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EMERALD MUTUAL FUND ADVISERS TRUST 110.10%0.10%0.10%Q3 2018Q3 20181
KCM INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2017Q3 20171
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 114.62%4.62%4.62%Q2 2022Q2 20221
Twin Tree Management, LP 110.00%0.00%0.00%Q1 2020Q1 20201
Altshuler Shaham Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
Inspire Investing, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PagnatoKarp Partners LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Fusion Family Wealth LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Bridgewater Associates 110.01%0.01%0.01%Q1 2019Q1 20191
STEVENS CAPITAL MANAGEMENT LP 110.08%0.08%0.08%Q2 2023Q2 20231
AJO, LP 110.05%0.05%0.05%Q1 2020Q1 20201
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Vestcor Inc 110.08%0.08%0.08%Q2 2020Q2 20201
Point72 Middle East FZE 110.01%0.01%0.01%Q4 2022Q4 20221
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q2 2020Q2 20201
RUSH ISLAND MANAGEMENT, LP 113.55%3.55%3.55%Q4 2018Q4 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
MCF Advisors LLC 110.00%0.00%0.00%Q1 2018Q1 20181
ClearBridge Investments 110.01%0.01%0.01%Q3 2017Q3 20171
Lighthouse Investment Partners, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
DUMAC, INC. 1111.72%11.72%11.72%Q3 2017Q3 20171
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIL Ltd 110.01%0.01%0.01%Q3 2017Q3 20171
Edgestream Partners, L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Blueshift Asset Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Nationwide Fund Advisors 110.02%0.02%0.02%Q3 2017Q3 20171
TLP GROUP LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
WELCH & FORBES LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Grove Bank & Trust 110.00%0.00%0.00%Q3 2017Q3 20171
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Old North State Trust, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Silvant Capital Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SECOR Capital Advisors, LP 110.10%0.10%0.10%Q1 2019Q1 20191
Bollard Group LLC 110.75%0.75%0.75%Q3 2017Q3 20171
North Fourth Asset Management, LP 110.73%0.73%0.73%Q2 2018Q2 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Riverview Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
J. Goldman & Co LP 110.30%0.30%0.30%Q4 2022Q4 20221
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
External links

This page lists all the filers that currently own JBG SMITH PPTYS or have owned JBG SMITH PPTYS in the past.