Position in JLL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$217,588
-$86,580 QoQ
Shares Held
715
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.13986013986013987.ToString("F0")%
Shared 0.ToString("F0")%
None 99.86013986013987.ToString("F0")%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,617,945 across 21 Real Estate Services names. JLL ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
7,739 | $1,048,324 | |
| 2 | JLL |
Jones Lang Lasalle Inc
This page
|
715 | $217,588 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,556 | $143,449 | |
| 4 | BEKE |
KE Holdings Inc.
|
3,230 | $48,353 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
9,825 | $45,981 | |
| 6 | COMP |
Compass, Inc.
|
3,856 | $28,187 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
528 | $14,039 | |
| 8 | FSV |
FirstService Corp
|
97 | $13,477 |
All Filings in JLL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,588 | 715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,168 | 904 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $78,447 | 263 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $48,598 | 190 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $51,069 | 206 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $45,818 | 181 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $45,328 | 168 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $35,513 | 173 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $31,604 | 162 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,652 | 157 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $38,542 | 273 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $41,910 | 269 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $32,589 | 224 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $59,923 | 376 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $49,097 | 325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,289 | 76 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||