Position in JLL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,075,329
-$1,336,688 QoQ
Shares Held
19,601
-19.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 657 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,278,852 across 6 Real Estate Services names. JLL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
936,775 | $26,529,468 | |
| 2 | CBRE |
Cbre Group, Inc.
|
158,812 | $21,390,388 | |
| 3 | JLL |
Jones Lang Lasalle Inc
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|
19,601 | $6,075,329 | |
| 4 | COMP |
Compass, Inc.
|
452,450 | $5,578,708 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
100,894 | $466,130 | |
| 6 | AGNT |
AGNT, Inc.
|
44,146 | $238,829 |
All Filings in JLL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,075,329 | 19,601 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,412,017 | 24,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,705,151 | 25,872 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,362,014 | 21,329 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,378,797 | 21,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,151,817 | 20,781 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,254,933 | 20,759 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $7,515,017 | 27,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,366,224 | 26,141 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,028,639 | 25,776 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,300,758 | 22,771 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||