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

Regal 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
2023
Q1 		– Sell
-5,254
Closed -$837K – 537
2022
Q4 		$837K Buy
5,254
+111
+2% +$17.7K 0.08% 208
2022
Q3 		$777K Buy
5,143
+107
+2% +$18.6K 0.08% 207
2022
Q2 		$881K Sell
5,036
-44
-0.9% -$8.77K 0.09% 206
2022
Q1 		$1.22M Sell
5,080
-59
-1% -$14.4K 0.11% 182
2021
Q4 		$1.38M Sell
5,139
-1,753
-25% -$452K 0.12% 173
2021
Q3 		$1.71M Buy
6,892
+1,717
+33% +$392K 0.17% 142
2021
Q2 		$1.01M Buy
+5,175
New +$1.01M 0.1% 216
2021
Q1 		– Sell
-8,800
Closed -$1.31M – 242
2020
Q4 		$1.31M Buy
+8,800
New +$1.13M 0.15% 148
2020
Q3 		– Sell
-9,978
Closed -$1.03M – 141
2020
Q2 		$1.03M Buy
+9,978
New +$1.03M 0.19% 117
2020
Q1 		– Sell
-13,355
Closed -$2.33M – 180
2019
Q4 		$2.33M Sell
13,355
-356
-3% -$56K 0.42% 72
2019
Q3 		$1.91M Buy
+13,711
New +$1.9M 0.37% 90
2015
Q2 		– Sell
-204
Closed -$35K – 980
2015
Q1 		$35K Hold
204
– – 0.01% 475
2014
Q4 		$31K Buy
+204
New +$28.2K 0.01% 466

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's JLL Position: Q1 2023 in Review

Regal Investment Advisors sold out of Jones Lang LaSalle (JLL) in Q1 2023, closing a stake of 5,254 shares — an estimated $837K sold.

Regal Investment Advisors first reported a position in JLL in Q4 2014 and held it in 13 quarters. The position peaked at $2.33M in Q4 2019. 383 funds tracked by Wall St. Rank hold JLL as of Q1 2023.

  • Regal Investment Advisors reported no remaining Jones Lang LaSalle position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 5,254 Jones Lang LaSalle shares in Q1 2023, an estimated $837K.
  • Regal Investment Advisors first reported a position in Jones Lang LaSalle in Q4 2014 and held it in 13 quarters.
  • Regal Investment Advisors's Jones Lang LaSalle position peaked at $2.33M in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.