Physician Wealth Advisors, Inc.

Position in MMI — Marcus & Millichap, Inc.

CIK 1795173 MIDVALE, UT

Position in MMI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$561

-$396 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#172

of 188 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $42,640 across 7 Real Estate Services names. MMI ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	241	$32,460
2	JLL	Jones Lang Lasalle Inc	15	$4,649
3	BEKE	KE Holdings Inc.	189	$2,746
4	CSGP	Costar Group, Inc.	35	$991
5	COMP	Compass, Inc.	54	$665
6	FSV	FirstService Corp	4	$568
7	MMI	Marcus & Millichap, Inc. This page	18	$561

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$561	18	-50.0%	Shares	Sole	2026-07-20
2026-03-31	$957	36	+89.5%	Shares	Sole	2026-04-24
2025-03-31	$654	19	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.