Position in MMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$21,600
+$18,170 QoQ
Shares Held
693
+437.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 188 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMI Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $816,157 across 21 Real Estate Services names. MMI ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
3,318 | $446,901 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
548 | $169,852 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,968 | $112,373 | |
| 4 | COMP |
Compass, Inc.
|
2,517 | $31,034 | |
| 5 | MMI |
Marcus & Millichap, Inc.
This page
|
693 | $21,600 | |
| 6 | NMRK |
Newmark Group, Inc.
|
885 | $13,372 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
2,200 | $10,164 | |
| 8 | FSV |
FirstService Corp
|
19 | $2,700 |
All Filings in MMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,600 | 693 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,430 | 129 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,146 | 42 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $939 | 32 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,935 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $69 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $77 | 0 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $10,832 | 248 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,638 | 124 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,907 | 124 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,761 | 86 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14 | 99 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,359 | 133 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,993 | 135 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,689 | 108 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $4,425 | 86 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,661 | 164 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,374 | 164 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,526 | 164 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,509 | 336 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,246 | 336 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,696 | 336 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,108 | 373 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||