Position in MMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,050
+$168,544 QoQ
Shares Held
7,573
+315.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 188 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $53,125,961 across 10 Real Estate Services names. MMI ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
214,245 | $30,446,356 | |
| 2 | CBRE |
Cbre Group, Inc.
|
114,148 | $15,374,594 | |
| 3 | CSGP |
Costar Group, Inc.
|
82,161 | $2,326,799 | |
| 4 | COMP |
Compass, Inc.
|
173,464 | $2,138,811 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
5,228 | $1,620,418 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
136,894 | $632,450 | |
| 7 | MMI |
Marcus & Millichap, Inc.
This page
|
7,573 | $236,050 | |
| 8 | CWK |
Cushman & Wakefield Ltd.
|
16,606 | $222,354 |
All Filings in MMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,050 | 7,573 | Shares | Sole | 2026-08-13 | |
| 2022-06-30 | $67,506 | 1,825 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $78,124 | 1,483 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,239 | 335 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,398 | 256 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,233 | 289 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $64,131 | 1,903 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,675 | 45 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||