Position in JLL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$133,278
-$688,994 QoQ
Shares Held
430
-84.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#510
of 657 holders
Holding Since
Mar 2025
4 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, 2026Integrated Wealth Concepts LLC holds $3,083,728 across 27 Real Estate Services names. JLL ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
10,109 | $1,361,581 | |
| 2 | COMP |
Compass, Inc.
|
51,564 | $635,784 | |
| 3 | CSGP |
Costar Group, Inc.
|
15,871 | $449,466 | |
| 4 | ASPS |
Altisource Portfolio Solutions S.A.
|
85,013 | $209,272 | |
| 5 | JLL |
Jones Lang Lasalle Inc
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|
430 | $133,278 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
2,729 | $85,062 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
11,354 | $47,471 | |
| 8 | CHCI |
Comstock Holding Companies, Inc.
|
2,797 | $44,724 |
All Filings in JLL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,278 | 430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $822,272 | 2,702 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $882,560 | 2,623 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $545,649 | 2,201 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||