Cerity Partners
MMI icon

Cerity Partners’s Marcus & Millichap MMI Stock Holding History

Cerity Partners’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
12,674
+3,211
+34% +$92.1K ﹤0.01% 2587
2026
Q1 		$252K Buy
9,463
+343
+4% +$9.03K ﹤0.01% 2734
2025
Q4 		$249K Buy
+9,120
New +$264K ﹤0.01% 2515

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners's MMI Position: Q2 2026 in Review

Cerity Partners increased its Marcus & Millichap (MMI) stake by 34% in Q2 2026, buying an estimated $92.1K and bringing the position to 12,674 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Cerity Partners first reported a position in MMI in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Cerity Partners held 12,674 shares of Marcus & Millichap worth $395K as of Q2 2026.
  • Cerity Partners bought 3,211 Marcus & Millichap shares in Q2 2026, an estimated $92.1K.
  • Marcus & Millichap made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2587 holding.
  • Cerity Partners first reported a position in Marcus & Millichap in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.