WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MMI — Marcus & Millichap, Inc.
CIK 1632972
PLYMOUTH, MN
Position in MMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$464,464
New position
Shares Held
14,901
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 14 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. MMI ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
68,006 | $9,159,728 | |
| 2 | CSGP |
Costar Group, Inc.
|
123,138 | $3,487,268 | |
| 3 | COMP |
Compass, Inc.
|
144,787 | $1,785,223 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
5,025 | $1,557,498 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
109,470 | $505,751 | |
| 6 | NMRK |
Newmark Group, Inc.
|
31,479 | $475,647 | |
| 7 | MMI |
Marcus & Millichap, Inc.
This page
|
14,901 | $464,464 | |
| 8 | FSV |
FirstService Corp
|
2,529 | $359,396 |
All Filings in MMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,464 | 14,901 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||