Position in MMI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$805,224
+$93,365 QoQ
Shares Held
30,283
+16.1% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. MMI ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
|
8,983 | $1,248,098 |
All Filings in MMI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $805,224 | 30,283 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $711,859 | 26,085 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $769,058 | 26,203 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $728,256 | 23,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $657,237 | 19,078 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $507,174 | 13,256 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $446,114 | 11,257 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $338,524 | 10,740 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $351,370 | 10,283 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $436,931 | 10,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,507 | 8,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $255,325 | 8,103 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $248,595 | 7,742 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $239,599 | 6,955 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $205,235 | 6,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,080 | 6,166 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $412,221 | 7,825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $399,895 | 7,771 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||