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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
Q2 		$852K Sell
2,749
-220
-7% -$68.4K 0.49% 38
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Basepoint Wealth's JLL Position: Q2 2026 in Review

Basepoint Wealth reduced its Jones Lang LaSalle (JLL) stake by 7.4% in Q2 2026, selling an estimated $68.4K and leaving 2,749 shares worth $852K. The position accounts for 0.49% of the portfolio, ranked #38.

Basepoint Wealth first reported a position in JLL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q3 2024. 663 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Basepoint Wealth held 2,749 shares of Jones Lang LaSalle worth $852K as of Q2 2026.
  • Basepoint Wealth sold 220 Jones Lang LaSalle shares in Q2 2026, an estimated $68.4K.
  • Jones Lang LaSalle made up 0.49% of Basepoint Wealth's portfolio in Q2 2026, its #38 holding.
  • Basepoint Wealth first reported a position in Jones Lang LaSalle in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's Jones Lang LaSalle position peaked at $2.16M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.