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CX Institutional’s Marcus & Millichap MMI Stock Holding History

CX Institutional’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 		$5K Sell
161
-208,130
-100% -$5.97M ﹤0.01% 1370
2026
Q1 		$5.54M Buy
+208,291
New +$5.48M 0.17% 149

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

CX Institutional's MMI Position: Q2 2026 in Review

CX Institutional reduced its Marcus & Millichap (MMI) stake by 100% in Q2 2026, selling an estimated $5.97M and leaving 161 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

CX Institutional first reported a position in MMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.54M in Q1 2026. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • CX Institutional held 161 shares of Marcus & Millichap worth $5K as of Q2 2026.
  • CX Institutional sold 208,130 Marcus & Millichap shares in Q2 2026, an estimated $5.97M.
  • Marcus & Millichap made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1370 holding.
  • CX Institutional first reported a position in Marcus & Millichap in Q1 2026 and has held it in 2 quarters since.
  • CX Institutional's Marcus & Millichap position peaked at $5.54M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.