Position in JLL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,324,225
+$190,974 QoQ
Shares Held
30,083
+0.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#137
of 657 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $10,843,359 across 4 Real Estate Services names. JLL ranks #1 (86.0% of the industry book) .
All Filings in JLL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,324,225 | 30,083 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,133,251 | 30,012 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,221,229 | 45,238 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,852,519 | 26,326 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,914,244 | 27,032 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,362,362 | 25,664 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,444,944 | 25,460 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,753,529 | 28,737 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,472,927 | 16,918 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,817,294 | 14,441 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,533,879 | 13,416 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||