Position in JLL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,948,833
+$248,729 QoQ
Shares Held
29,406
+13.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.639325307760321.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36067469223968.ToString("F0")%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Creative Planning holds $35,220,048 across 16 Real Estate Services names. JLL ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
This page
|
29,406 | $8,948,833 | |
| 2 | CBRE |
Cbre Group, Inc.
|
64,369 | $8,719,424 | |
| 3 | CSGP |
Costar Group, Inc.
|
97,231 | $3,922,298 | |
| 4 | NMRK |
Newmark Group, Inc.
|
205,236 | $3,076,487 | |
| 5 | COMP |
Compass, Inc.
|
282,856 | $2,067,677 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
152,713 | $1,652,354 | |
| 7 | FRPH |
Frp Holdings, Inc.
|
74,531 | $1,630,738 | |
| 8 | FSV |
FirstService Corp
|
11,258 | $1,564,186 |
All Filings in JLL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,948,833 | 29,406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,700,104 | 25,857 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,104,498 | 10,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,772,811 | 6,931 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,817,676 | 7,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,362,651 | 5,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,339,336 | 4,964 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $950,651 | 4,631 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $710,322 | 3,641 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $606,083 | 3,209 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $738,088 | 5,228 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $721,353 | 4,630 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $443,453 | 3,048 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $473,169 | 2,969 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,987 | 1,390 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||