Position in JLL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$121,186
-$180,083 QoQ
Shares Held
391
-60.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#514
of 657 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,461,176 across 24 Real Estate Services names. JLL ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
5,408 | $728,399 | |
| 2 | CSGP |
Costar Group, Inc.
|
7,157 | $202,682 | |
| 3 | JLL |
Jones Lang Lasalle Inc
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|
391 | $121,186 | |
| 4 | COMP |
Compass, Inc.
|
9,799 | $120,819 | |
| 5 | AGNT |
AGNT, Inc.
|
13,569 | $73,407 | |
| 6 | FSV |
FirstService Corp
|
418 | $59,399 | |
| 7 | BEKE |
KE Holdings Inc.
|
3,664 | $53,235 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
935 | $29,142 |
All Filings in JLL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,186 | 391 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $301,269 | 990 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $354,971 | 1,055 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,699 | 522 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,632 | 499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,467 | 373 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $86,318 | 341 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,909 | 311 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $97,095 | 473 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $112,175 | 575 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $108,599 | 575 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $91,766 | 650 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $101,114 | 649 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $46,411 | 319 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $49,563 | 311 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,097 | 325 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $65,222 | 373 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||