COMPASS FINANCIAL MANAGEMENT LLC

Position in MMI — Marcus & Millichap, Inc.

CIK 2148724 TAMPA, FL

Position in MMI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$24,998

New position

Shares Held

802

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#138

of 188 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $39,096 across 4 Real Estate Services names. MMI ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMI	Marcus & Millichap, Inc. This page	802	$24,998
2	CBRE	Cbre Group, Inc.	100	$13,469
3	OPEN	Opendoor Technologies Inc.	109	$465
4	RMR	Rmr Group Inc.	8	$164

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,998	802	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.