Waverly Advisors’s Jones Lang LaSalle JLL Stock Holding History

Waverly 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 Q1	–	Sell	-923	Closed	-$311K	–	1650
2025 Q4	$311K	Buy	+923	New	+$289K	﹤0.01%	1187
2018 Q1	–	Sell	-7,279	Closed	-$1.08M	–	278
2017 Q4	$1.08M	Buy	7,279 +43	+0.6%	+$6.08K	0.15%	92
2017 Q3	$894K	Hold	7,236	–	–	0.19%	92
2017 Q2	$905K	Hold	7,236	–	–	0.23%	82
2017 Q1	$806K	Buy	+7,236	New	+$787K	0.21%	86
2015 Q4	–	Sell	-165	Closed	-$24K	–	269
2015 Q3	$24K	Buy	+165	New	+$27K	0.02%	235
2014 Q4	–	Sell	-500	Closed	-$63K	–	550
2014 Q3	$63K	Hold	500	–	–	0.03%	193
2014 Q2	$63K	Hold	500	–	–	0.03%	206
2014 Q1	$59K	Hold	500	–	–	0.03%	203
2013 Q4	$51K	Buy	+500	New	+$46.9K	0.02%	329

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverly Advisors's JLL Position: Q1 2026 in Review

Waverly Advisors sold out of Jones Lang LaSalle (JLL) in Q1 2026, closing a stake of 923 shares — an estimated $311K sold.

Waverly Advisors first reported a position in JLL in Q4 2013 and held it in 10 quarters. The position peaked at $1.08M in Q4 2017. 660 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

Waverly Advisors reported no remaining Jones Lang LaSalle position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 923 Jones Lang LaSalle shares in Q1 2026, an estimated $311K.
Waverly Advisors first reported a position in Jones Lang LaSalle in Q4 2013 and held it in 10 quarters.
Waverly Advisors's Jones Lang LaSalle position peaked at $1.08M in Q4 2017.
660 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.