Position in JLL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,297,456
-$107,271 QoQ
Shares Held
13,865
-4.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#192
of 657 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $4,678,634 across 2 Real Estate Services names. JLL ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
This page
|
13,865 | $4,297,456 | |
| 2 | SEG |
Seaport Entertainment Group Inc.
|
14,330 | $381,178 |
All Filings in JLL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,297,456 | 13,865 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,404,727 | 14,474 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||