Atria Investments, Inc

Position in JLL — Jones Lang Lasalle Inc

CIK 1535865 Charlotte, NC

Position in JLL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,051,040

+$73,565 QoQ

Shares Held

3,391

+5.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#319

of 661 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Atria Investments, Inc holds $7,227,169 across 5 Real Estate Services names. JLL ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	30,250	$4,074,372
2	CSGP	Costar Group, Inc.	61,179	$1,732,589
3	JLL	Jones Lang Lasalle Inc This page	3,391	$1,051,040
4	CWK	Cushman & Wakefield Ltd.	26,223	$351,125
5	DOUG	Douglas Elliman Inc.	10,194	$18,043

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,051,040	3,391	+5.6%	Shares	Sole	2026-07-28
2026-03-31	$977,475	3,212	+0.7%	Shares	Sole	2026-05-05
2025-12-31	$1,073,675	3,191	-0.8%	Shares	Sole	2026-02-05
2025-09-30	$959,865	3,218	-34.2%	Shares	Sole	2025-11-06
2025-06-30	$1,251,531	4,893	-46.5%	Shares	Sole	2025-08-04
2025-03-31	$2,267,136	9,145	+36.8%	Shares	Sole	2025-05-06
2024-12-31	$1,691,734	6,683	+23.2%	Shares	Sole	2025-02-06
2024-09-30	$1,463,179	5,423	+64.5%	Shares	Sole	2024-11-01
2024-06-30	$676,808	3,297	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.