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Wealthspire Advisors (New York)’s Jones Lang LaSalle JLL Stock Holding History

Wealthspire Advisors (New York)’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 		$230K Sell
742
-156
-17% -$48.5K ﹤0.01% 1111
2026
Q1 		$273K Sell
898
-185
-17% -$59.8K ﹤0.01% 755
2025
Q4 		$364K Buy
1,083
+190
+21% +$59.6K ﹤0.01% 722
2025
Q3 		$266K Sell
893
-66
-7% -$18.9K ﹤0.01% 708
2025
Q2 		$245K Sell
959
-40
-4% -$9.17K ﹤0.01% 721
2025
Q1 		$248K Buy
999
+97
+11% +$25.5K ﹤0.01% 688
2024
Q4 		$228K Buy
902
+152
+20% +$40.5K ﹤0.01% 712
2024
Q3 		$202K Sell
750
-1,688
-69% -$409K ﹤0.01% 710
2024
Q2 		$500K Sell
2,438
-5,070
-68% -$984K 0.01% 430
2024
Q1 		$1.46M Buy
7,508
+738
+11% +$134K 0.02% 248
2023
Q4 		$1.28M Hold
6,770
– – 0.02% 270
2023
Q3 		$956K Hold
6,770
– – 0.02% 286
2023
Q2 		$1.05M Hold
6,770
– – 0.02% 244
2023
Q1 		$985K Buy
6,770
+209
+3% +$34.8K 0.02% 241
2022
Q4 		$1.05M Buy
6,561
+189
+3% +$30.1K 0.02% 255
2022
Q3 		$963K Buy
6,372
+2,248
+55% +$392K 0.02% 231
2022
Q2 		$721K Buy
+4,124
New +$822K 0.02% 260
2021
Q4 		– Sell
-2,811
Closed -$697K – 583
2021
Q3 		$697K Buy
+2,811
New +$642K 0.01% 300

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s JLL Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Jones Lang LaSalle (JLL) stake by 17% in Q2 2026, selling an estimated $48.5K and leaving 742 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Wealthspire Advisors (New York) first reported a position in JLL in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q1 2024. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Wealthspire Advisors (New York) held 742 shares of Jones Lang LaSalle worth $230K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 156 Jones Lang LaSalle shares in Q2 2026, an estimated $48.5K.
  • Jones Lang LaSalle made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1111 holding.
  • Wealthspire Advisors (New York) first reported a position in Jones Lang LaSalle in Q3 2021 and has held it in 18 quarters since.
  • Wealthspire Advisors (New York)'s Jones Lang LaSalle position peaked at $1.46M in Q1 2024.
  • 665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.