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Roberts Capital Advisors’s Jones Lang LaSalle JLL Stock Holding History

Roberts Capital 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
Q3 		– Sell
-2,418
Closed -$618K – 82
2025
Q2 		$618K Hold
2,418
– – 0.46% 66
2025
Q1 		$599K Buy
+2,418
New +$636K 0.53% 57

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $116B AUM 46.87% 1-Year Est. Return

Roberts Capital Advisors's JLL Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Jones Lang LaSalle (JLL) in Q3 2025, closing a stake of 2,418 shares — an estimated $618K sold.

Roberts Capital Advisors first reported a position in JLL in Q1 2025 and held it in 2 quarters. The position peaked at $618K in Q2 2025. 579 funds tracked by Wall St. Rank hold JLL as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Jones Lang LaSalle position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,418 Jones Lang LaSalle shares in Q3 2025, an estimated $618K.
  • Roberts Capital Advisors first reported a position in Jones Lang LaSalle in Q1 2025 and held it in 2 quarters.
  • Roberts Capital Advisors's Jones Lang LaSalle position peaked at $618K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.