UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in JLL — Jones Lang Lasalle Inc
CIK 1463217
IRVING, TX
Position in JLL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$393,485
-$91,368 QoQ
Shares Held
1,293
-10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,756,632 across 7 Real Estate Services names. JLL ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
55,121 | $7,658,511 | |
| 2 | CBRE |
Cbre Group, Inc.
|
15,154 | $2,052,760 | |
| 3 | CSGP |
Costar Group, Inc.
|
10,563 | $426,111 | |
| 4 | JLL |
Jones Lang Lasalle Inc
This page
|
1,293 | $393,485 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
10,441 | $128,006 | |
| 6 | AGNT |
AGNT, Inc.
|
12,092 | $72,431 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
15,444 | $25,328 |
All Filings in JLL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,485 | 1,293 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $484,853 | 1,441 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $277,400 | 930 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $247,850 | 969 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $211,963 | 855 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $210,359 | 831 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $226,910 | 841 | Shares | Defined | 2024-11-12 | |
| 2022-06-30 | $333,108 | 1,905 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $497,837 | 2,079 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||