Position in MMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,039
+$10,519 QoQ
Shares Held
528
+309.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,617,945 across 21 Real Estate Services names. MMI ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
7,739 | $1,048,324 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
715 | $217,588 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,556 | $143,449 | |
| 4 | BEKE |
KE Holdings Inc.
|
3,230 | $48,353 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
9,825 | $45,981 | |
| 6 | COMP |
Compass, Inc.
|
3,856 | $28,187 | |
| 7 | MMI |
Marcus & Millichap, Inc.
This page
|
528 | $14,039 | |
| 8 | FSV |
FirstService Corp
|
97 | $13,477 |
All Filings in MMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,039 | 528 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,520 | 129 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,610 | 123 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $644 | 21 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,205 | 35 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $497 | 13 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,664 | 42 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $315 | 10 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $98 | 3 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||