Position in JLL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,468,853
-$362,240 QoQ
Shares Held
4,739
-21.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 657 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $6,955,108 across 8 Real Estate Services names. JLL ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
13,805 | $1,859,395 | |
| 2 | CSGP |
Costar Group, Inc.
|
54,883 | $1,554,286 | |
| 3 | JLL |
Jones Lang Lasalle Inc
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|
4,739 | $1,468,853 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
79,641 | $1,066,392 | |
| 5 | BEKE |
KE Holdings Inc.
|
20,332 | $295,423 | |
| 6 | FRPH |
Frp Holdings, Inc.
|
10,547 | $263,569 | |
| 7 | CIGI |
Colliers International Group Inc.
|
2,424 | $227,346 | |
| 8 | FSV |
FirstService Corp
|
1,547 | $219,844 |
All Filings in JLL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,853 | 4,739 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,831,093 | 6,017 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,172,250 | 6,456 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,037,716 | 3,479 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $681,142 | 2,663 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $359,469 | 1,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $335,916 | 1,327 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $351,022 | 1,301 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $237,714 | 1,158 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $223,182 | 1,144 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $215,311 | 1,140 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||