Atria Investments’s Jones Lang LaSalle JLL Stock Holding History

Atria Investments’s Portfolio JLL Stock Details JLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$977K	Buy	3,212 +21	+0.7%	+$6.78K	0.01%	1069
2025 Q4	$1.07M	Sell	3,191 -27	-0.8%	-$8.46K	0.01%	1023
2025 Q3	$960K	Sell	3,218 -1,675	-34%	-$478K	0.01%	1072
2025 Q2	$1.25M	Sell	4,893 -4,252	-46%	-$975K	0.01%	922
2025 Q1	$2.27M	Buy	9,145 +2,462	+37%	+$648K	0.03%	649
2024 Q4	$1.69M	Buy	6,683 +1,260	+23%	+$336K	0.02%	748
2024 Q3	$1.46M	Buy	5,423 +2,126	+64%	+$516K	0.02%	790
2024 Q2	$677K	Buy	+3,297	New	+$640K	0.01%	1146
2020 Q1	–	Sell	-2,475	Closed	-$431K	–	888
2019 Q4	$431K	Buy	+2,475	New	+$389K	0.01%	840
2019 Q3	–	Sell	-1,831	Closed	-$248K	–	924
2019 Q2	$248K	Buy	1,831 +176	+11%	+$25K	0.01%	811
2019 Q1	$255K	Buy	1,655 +70	+4%	+$10.5K	0.01%	766
2018 Q4	$201K	Sell	1,585 -467	-23%	-$63.1K	0.01%	812
2018 Q3	$296K	Buy	2,052 +820	+67%	+$129K	0.01%	771
2018 Q2	$204K	Buy	1,232 +46	+4%	+$7.82K	0.01%	909
2018 Q1	$207K	Buy	+1,186	New	+$191K	0.01%	801

Other funds holding JLL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return