Smallwood Wealth Investment Management’s Jones Lang LaSalle JLL Stock Holding History

Smallwood Wealth Investment Management’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	$197K	Sell	637 -179	-22%	-$55.6K	0.09%	94
2026 Q1	$248K	Hold	816	–	–	0.13%	72
2025 Q4	$275K	Hold	816	–	–	0.14%	70
2025 Q3	$243K	Hold	816	–	–	0.12%	77
2025 Q2	$209K	Hold	816	–	–	0.12%	76
2025 Q1	$202K	Hold	816	–	–	0.13%	77
2024 Q4	$207K	Hold	816	–	–	0.14%	78
2024 Q3	$220K	Buy	+816	New	+$198K	0.16%	66
2022 Q2	–	Sell	-890	Closed	-$213K	–	62
2022 Q1	$213K	Hold	890	–	–	0.2%	52
2021 Q4	$240K	Buy	+890	New	+$230K	0.22%	49

Other funds holding JLL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Smallwood Wealth Investment Management's JLL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Jones Lang LaSalle (JLL) stake by 22% in Q2 2026, selling an estimated $55.6K and leaving 637 shares worth $197K. The position accounts for 0.09% of the portfolio, ranked #94.

Smallwood Wealth Investment Management first reported a position in JLL in Q4 2021 and has held it in 10 quarters since. The position peaked at $275K in Q4 2025. 198 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Smallwood Wealth Investment Management held 637 shares of Jones Lang LaSalle worth $197K as of Q2 2026.
Smallwood Wealth Investment Management sold 179 Jones Lang LaSalle shares in Q2 2026, an estimated $55.6K.
Jones Lang LaSalle made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #94 holding.
Smallwood Wealth Investment Management first reported a position in Jones Lang LaSalle in Q4 2021 and has held it in 10 quarters since.
Smallwood Wealth Investment Management's Jones Lang LaSalle position peaked at $275K in Q4 2025.
198 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.