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Basepoint Wealth’s Jones Lang LaSalle JLL Stock Holding History

Basepoint Wealth’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 		$904K Sell
2,969
-967
-25% -$312K 0.52% 28
2025
Q4 		$1.32M Sell
3,936
-1,425
-27% -$447K 0.8% 16
2025
Q3 		$1.6M Sell
5,361
-467
-8% -$133K 1.13% 14
2025
Q2 		$1.49M Sell
5,828
-616
-10% -$141K 1.15% 14
2025
Q1 		$1.6M Sell
6,444
-683
-10% -$180K 1.25% 13
2024
Q4 		$1.8M Sell
7,127
-896
-11% -$239K 1.44% 13
2024
Q3 		$2.16M Sell
8,023
-393
-5% -$95.3K 1.6% 11
2024
Q2 		$1.73M Sell
8,416
-54
-0.6% -$10.5K 1.36% 12
2024
Q1 		$1.65M Sell
8,470
-86
-1% -$15.6K 1.24% 15
2023
Q4 		$1.62M Buy
8,556
+2
+0% +$303 1.3% 14
2023
Q3 		$1.21M Buy
8,554
+944
+12% +$154K 0.99% 21
2023
Q2 		$1.19M Buy
7,610
+843
+12% +$120K 0.98% 21
2023
Q1 		$985K Buy
6,767
+984
+17% +$164K 0.82% 29
2022
Q4 		$922K Buy
5,783
+790
+16% +$126K 0.82% 28
2022
Q3 		$754K Buy
4,993
+1,264
+34% +$220K 0.8% 32
2022
Q2 		$652K Buy
3,729
+2,028
+119% +$404K 0.68% 35
2022
Q1 		$407K Sell
1,701
-179
-10% -$43.6K 0.38% 39
2021
Q4 		$506K Buy
+1,880
New +$485K 0.5% 35

Other funds holding JLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
AI
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

Basepoint Wealth's JLL Position: Q1 2026 in Review

Basepoint Wealth reduced its Jones Lang LaSalle (JLL) stake by 25% in Q1 2026, selling an estimated $312K and leaving 2,969 shares worth $904K. The position accounts for 0.52% of the portfolio, ranked #28.

Basepoint Wealth first reported a position in JLL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q3 2024. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Basepoint Wealth held 2,969 shares of Jones Lang LaSalle worth $904K as of Q1 2026.
  • Basepoint Wealth sold 967 Jones Lang LaSalle shares in Q1 2026, an estimated $312K.
  • Jones Lang LaSalle made up 0.52% of Basepoint Wealth's portfolio in Q1 2026, its #28 holding.
  • Basepoint Wealth first reported a position in Jones Lang LaSalle in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's Jones Lang LaSalle position peaked at $2.16M in Q3 2024.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.