Position in MMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,460
+$7,191 QoQ
Shares Held
496
+59.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 189 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $2,071,195 across 16 Real Estate Services names. MMI ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
50,882 | $1,440,978 | |
| 2 | CBRE |
Cbre Group, Inc.
|
4,002 | $539,029 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
90 | $27,895 | |
| 4 | COMP |
Compass, Inc.
|
1,549 | $19,099 | |
| 5 | MMI |
Marcus & Millichap, Inc.
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|
496 | $15,460 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
836 | $11,194 | |
| 7 | NMRK |
Newmark Group, Inc.
|
437 | $6,603 | |
| 8 | RMR |
Rmr Group Inc.
|
134 | $2,751 |
All Filings in MMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,460 | 496 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,269 | 311 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $627 | 23 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,350 | 46 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,228 | 40 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,378 | 40 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,147 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $990 | 25 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $170 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||