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Rise Advisors’s Jones Lang LaSalle JLL Stock Holding History

Rise 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
2025
Q4 		– Sell
-91
Closed -$27.1K – 783
2025
Q3 		$27.1K Hold
91
– – 0.01% 423
2025
Q2 		$23.3K Hold
91
– – 0.01% 450
2025
Q1 		$22.6K Sell
91
-63
-41% -$16.6K 0.01% 439
2024
Q4 		$39K Hold
154
– – 0.02% 298
2024
Q3 		$41.6K Hold
154
– – 0.02% 281
2024
Q2 		$31.6K Hold
154
– – 0.02% 350
2024
Q1 		$3.04K Buy
+154
New +$28K ﹤0.01% 1115

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return