Klingman & Associates’s Jones Lang LaSalle JLL Stock Holding History

Klingman & Associates’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	$5.9M	Hold	19,041	–	–	0.25%	46
2026 Q1	$5.79M	Sell	19,041 -4,458	-19%	-$1.44M	0.28%	46
2025 Q4	$7.91M	Buy	23,499 +12	+0.1%	+$3.76K	0.38%	41
2025 Q3	$7.01M	Sell	23,487 -6,510	-22%	-$1.86M	0.35%	41
2025 Q2	$7.67M	Buy	29,997 +4,669	+18%	+$1.07M	0.42%	37
2025 Q1	$6.28M	Hold	25,328	–	–	0.38%	39
2024 Q4	$6.41M	Hold	25,328	–	–	0.39%	39
2024 Q3	$6.83M	Hold	25,328	–	–	0.42%	39
2024 Q2	$5.2M	Sell	25,328 -9,685	-28%	-$1.88M	0.35%	39
2024 Q1	$6.83M	Hold	35,013	–	–	0.47%	37
2023 Q4	$6.61M	Sell	35,013 -14,204	-29%	-$2.15M	0.49%	35
2023 Q3	$6.95M	Buy	+49,217	New	+$8.04M	0.56%	33
2018 Q3	–	Sell	-7,500	Closed	-$1.25M	–	106
2018 Q2	$1.25M	Buy	+7,500	New	+$1.27M	0.27%	38

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Klingman & Associates's JLL Position: Q2 2026 in Review

Klingman & Associates held its Jones Lang LaSalle (JLL) position steady in Q2 2026 at 19,041 shares worth $5.9M. The position accounts for 0.25% of the portfolio, ranked #46.

Klingman & Associates first reported a position in JLL in Q2 2018 and has held it in 13 quarters since. The position peaked at $7.91M in Q4 2025. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Klingman & Associates held 19,041 shares of Jones Lang LaSalle worth $5.9M as of Q2 2026.
Klingman & Associates left its Jones Lang LaSalle share count unchanged in Q2 2026.
Jones Lang LaSalle made up 0.25% of Klingman & Associates's portfolio in Q2 2026, its #46 holding.
Klingman & Associates first reported a position in Jones Lang LaSalle in Q2 2018 and has held it in 13 quarters since.
Klingman & Associates's Jones Lang LaSalle position peaked at $7.91M in Q4 2025.
664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.