Position in JLL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,574,057
-$7,245,682 QoQ
Shares Held
50,247
-33.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#100
of 657 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 9%
Shared 1%
None 91%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $40,170,130 across 12 Real Estate Services names. JLL ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
139,337 | $18,767,300 | |
| 2 | JLL |
Jones Lang Lasalle Inc
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|
50,247 | $15,574,057 | |
| 3 | CSGP |
Costar Group, Inc.
|
82,804 | $2,345,009 | |
| 4 | FSV |
FirstService Corp
|
6,220 | $883,924 | |
| 5 | NMRK |
Newmark Group, Inc.
|
50,523 | $763,402 | |
| 6 | IHS |
IHS Holding Ltd
|
49,000 | $403,760 | |
| 7 | COMP |
Compass, Inc.
|
30,292 | $373,500 | |
| 8 | AGNT |
AGNT, Inc.
|
58,401 | $315,949 |
All Filings in JLL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,574,057 | 50,247 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $22,819,739 | 74,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,991,982 | 74,277 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $19,284,994 | 64,654 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,415,872 | 40,722 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $9,627,584 | 38,835 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,948,245 | 35,349 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,604,240 | 31,890 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,262,887 | 30,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,601,587 | 23,587 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,102,634 | 21,722 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,895,862 | 27,595 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,181,436 | 20,420 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,207,861 | 28,922 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,794,121 | 23,807 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||