Physician Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Physician Wealth 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	$5.19K	Buy	17 +2	+13%	+$694	﹤0.01%	1125
2026 Q2	$4.65K	Sell	15 -6	-29%	-$1.86K	﹤0.01%	1134
2026 Q1	$6.39K	Buy	21 +7	+50%	+$2.26K	﹤0.01%	931
2025 Q4	$4.71K	Buy	14 +9	+180%	+$2.82K	﹤0.01%	988
2025 Q3	$1.49K	Buy	+5	New	+$1.43K	﹤0.01%	1342
2025 Q2	–	Sell	-4	Closed	-$992	–	1892
2025 Q1	$992	Buy	+4	New	+$1.05K	﹤0.01%	1066

Other funds holding JLL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Physician Wealth Advisors's JLL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Jones Lang LaSalle (JLL) stake by 13% in Q3 2026, buying an estimated $694 and bringing the position to 17 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Physician Wealth Advisors first reported a position in JLL in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.39K in Q1 2026. 353 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

Physician Wealth Advisors held 17 shares of Jones Lang LaSalle worth $5.19K as of Q3 2026.
Physician Wealth Advisors bought 2 Jones Lang LaSalle shares in Q3 2026, an estimated $694.
Jones Lang LaSalle made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1125 holding.
Physician Wealth Advisors first reported a position in Jones Lang LaSalle in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Jones Lang LaSalle position peaked at $6.39K in Q1 2026.
353 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.