JBGS compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

JBGSJBG SMITH Properties

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

Compare

JBGSJBG SMITH Properties

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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JBGSJBG SMITH Properties

11.75▼−2.65%· post 11.75· delayed

Mkt cap$900.6MRevenue$98MQ2 FY26Revenue$323MFY25

WELLWelltower Inc.

240.66▲+0.70%· post 240.67· delayed

After hoursNov 3 '26delayed

Mkt cap$175.3BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

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After hoursNov 3 '26delayed

JBGSJBG SMITH Properties

WELLWelltower Inc.

11.75▼−2.65%post 11.75delayed

Price

240.66▲+0.70%post 240.67delayed

$900.6M

Mkt cap

$175.3B

Q2 FY26$98M

Revenue

$3.5BQ3 FY26

FY25$323M

Revenue

$10.7BFY25

JBGS11.75▼−2.65%vsWELL240.66▲+0.70%After hoursNov 3 '26delayed

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

JBGS: latest quarter is a loss; flow not drawable. WELL: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only JBGS 5

—GSAunlistedcustomer

—U.S. federal governmentunlistedcustomer

AMZNAmazoncustomer

—JBG Legacy Fundsunlistedsupplier

1 more · JBGS chain ›

Shared 0

No shared counterparties.

Only WELL 11

BKDBrookdale Senior Livingcustomer

—Reveraunlistedsupplier

—Cogir Managementunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Oakmont Management

unlistedsupplier

7 more · WELL chain ›

Price

rebased to 0%

JBGS, solidWELL, dashed