Smallwood Wealth Investment Management, LLC
Position in JLL — Jones Lang Lasalle Inc
CIK 1921304
RED BANK, NJ
Position in JLL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$248,325
-$26,234 QoQ
Shares Held
816
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Smallwood Wealth Investment Management, LLC holds $248,881 across 4 Real Estate Services names. JLL ranks #1 (99.8% of the industry book) .
All Filings in JLL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,325 | 816 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $274,559 | 816 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $243,396 | 816 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $208,716 | 816 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $202,294 | 816 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $206,562 | 816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $220,164 | 816 | Shares | Sole | 2024-10-16 | |
| 2022-03-31 | $213,119 | 890 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $239,712 | 890 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||