CI
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CX Institutional’s Marcus & Millichap MMI Stock Holding History

CX Institutional’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-161
Closed -$5K – 1716
2026
Q2 		$5K Sell
161
-208,130
-100% -$5.97M ﹤0.01% 1370
2026
Q1 		$5.54M Buy
+208,291
New +$5.48M 0.17% 149

Other funds holding MMI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CX Institutional's MMI Position: Q3 2026 in Review

CX Institutional sold out of Marcus & Millichap (MMI) in Q3 2026, closing a stake of 161 shares — an estimated $5K sold.

CX Institutional first reported a position in MMI in Q1 2026 and held it in 2 quarters. The position peaked at $5.54M in Q1 2026. 16 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • CX Institutional reported no remaining Marcus & Millichap position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 161 Marcus & Millichap shares in Q3 2026, an estimated $5K.
  • CX Institutional first reported a position in Marcus & Millichap in Q1 2026 and held it in 2 quarters.
  • CX Institutional's Marcus & Millichap position peaked at $5.54M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.