Position in MMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$969,418
+$164,194 QoQ
Shares Held
31,101
+2.7% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $52,888,399 across 16 Real Estate Services names. MMI ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
94,572 | $12,737,902 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,306,259 | $10,323,050 | |
| 3 | COMP |
Compass, Inc.
|
832,922 | $10,269,928 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
23,147 | $7,174,412 | |
| 5 | CSGP |
Costar Group, Inc.
|
130,787 | $3,703,887 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
127,662 | $1,709,394 | |
| 7 | NMRK |
Newmark Group, Inc.
|
108,701 | $1,642,472 | |
| 8 | FSV |
FirstService Corp
|
10,890 | $1,547,577 |
All Filings in MMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,418 | 31,101 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||