Concurrent Investment Advisors’s Jones Lang LaSalle JLL Stock Holding History

Concurrent Investment Advisors’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 Q3	$4.87M	Sell	15,954 -14,129	-47%	-$4.9M	0.03%	491
2026 Q2	$9.32M	Buy	30,083 +71	+0.2%	+$22.1K	0.08%	277
2026 Q1	$9.13M	Sell	30,012 -15,226	-34%	-$4.92M	0.1%	226
2025 Q4	$15.2M	Buy	45,238 +18,912	+72%	+$5.93M	0.17%	126
2025 Q3	$7.85M	Sell	26,326 -706	-3%	-$202K	0.13%	158
2025 Q2	$6.91M	Buy	27,032 +1,368	+5%	+$314K	0.13%	165
2025 Q1	$6.36M	Buy	25,664 +204	+0.8%	+$53.7K	0.15%	143
2024 Q4	$6.44M	Sell	25,460 -3,277	-11%	-$873K	0.17%	121
2024 Q3	$7.75M	Buy	28,737 +11,819	+70%	+$2.87M	0.23%	101
2024 Q2	$3.47M	Buy	16,918 +2,477	+17%	+$481K	0.11%	184
2024 Q1	$2.82M	Buy	14,441 +1,025	+8%	+$186K	0.11%	187
2023 Q4	$2.53M	Buy	+13,416	New	+$2.03M	0.12%	185

Other funds holding JLL

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors's JLL Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Jones Lang LaSalle (JLL) stake by 47% in Q3 2026, selling an estimated $4.9M and leaving 15,954 shares worth $4.87M. The position accounts for 0.03% of the portfolio, ranked #491.

Concurrent Investment Advisors first reported a position in JLL in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q4 2025. 64 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

Concurrent Investment Advisors held 15,954 shares of Jones Lang LaSalle worth $4.87M as of Q3 2026.
Concurrent Investment Advisors sold 14,129 Jones Lang LaSalle shares in Q3 2026, an estimated $4.9M.
Jones Lang LaSalle made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #491 holding.
Concurrent Investment Advisors first reported a position in Jones Lang LaSalle in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's Jones Lang LaSalle position peaked at $15.2M in Q4 2025.
64 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.