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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
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 0.14% 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 0.16% 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

BlackRock
BlackRock New York $5.7T 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