Position in MMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,576,281
+$1,075,605 QoQ
Shares Held
178,899
+5.7% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $250,258,979 across 14 Real Estate Services names. MMI ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
805,970 | $108,556,099 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
163,071 | $50,543,856 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,535,584 | $43,487,738 | |
| 4 | FSV |
FirstService Corp
|
129,041 | $18,338,016 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
1,200,344 | $16,072,606 | |
| 6 | MMI |
Marcus & Millichap, Inc.
This page
|
178,899 | $5,576,281 | |
| 7 | BEKE |
KE Holdings Inc.
|
327,478 | $4,758,255 | |
| 8 | NMRK |
Newmark Group, Inc.
|
98,985 | $1,495,663 |
All Filings in MMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,281 | 178,899 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,500,676 | 169,262 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,785,395 | 138,710 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,953,295 | 202,838 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,446,274 | 209,908 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,105,440 | 119,171 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,387,503 | 114,676 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,394,967 | 110,900 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,485,103 | 110,568 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,773,427 | 110,431 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,060,580 | 92,962 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,701,627 | 92,080 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,932,917 | 61,343 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,813,453 | 285,199 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,068,515 | 60,044 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,960,276 | 59,801 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,983,514 | 53,623 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,045,430 | 57,810 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,739,009 | 53,226 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,911,658 | 47,062 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,663,208 | 42,789 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,427,430 | 42,357 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,561,761 | 41,949 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,226,869 | 44,581 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,334,775 | 46,250 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,346,653 | 49,692 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||