Aristotle Capital Boston, LLC released its “Small Cap Equity Strategy” second quarter 2025 investor letter, reporting a return of 3.25% net of fees, underperforming the Russell 2000 Index’s 8.50% total return. JBG SMITH Properties (NYSE: JBGS) was highlighted in the letter, with a one-month return of 12.30% and a closing stock price of $18.71 on July 22, 2025.

The investor letter mentioned concerns about JBG SMITH Properties’ capital allocation plans and deteriorating fundamentals, leading to the decision to exit the position. JBG SMITH Properties operates in Washington, DC, focusing on developing, owning, and operating mixed-use properties. The company’s shares gained 14.36% in value over the last 52 weeks.

JBG SMITH Properties is not among the 30 Most Popular Stocks Among Hedge Funds, with 8 hedge fund portfolios holding the stock at the end of the first quarter. The letter acknowledged the potential of JBG SMITH Properties as an investment but suggested that certain AI stocks offer greater upside potential with less downside risk. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page.

Read more at Yahoo Finance: Should You Consider Selling Your Stake in JBG SMITH Properties (JBGS)?