Position in MMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$85,062
New position
Shares Held
2,729
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,079,846 across 27 Real Estate Services names. MMI ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
10,109 | $1,361,581 | |
| 2 | COMP |
Compass, Inc.
|
51,564 | $635,784 | |
| 3 | CSGP |
Costar Group, Inc.
|
15,871 | $449,466 | |
| 4 | ASPS |
Altisource Portfolio Solutions S.A.
|
85,013 | $209,272 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
430 | $133,278 | |
| 6 | MMI |
Marcus & Millichap, Inc.
This page
|
2,729 | $85,062 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
11,354 | $47,471 | |
| 8 | CHCI |
Comstock Holding Companies, Inc.
|
2,797 | $44,724 |
All Filings in MMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,062 | 2,729 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||