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Essential Partners’s Marcus & Millichap MMI Stock Holding History

Essential Partners’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 		$8.36K Buy
294
+4
+1% +$124 ﹤0.01% 1279
2026
Q2 		$9.04K Sell
290
-8
-3% -$229 ﹤0.01% 1257
2026
Q1 		$7.92K Buy
298
+229
+332% +$6.03K ﹤0.01% 1355
2025
Q4 		$1.88K Sell
69
-201
-74% -$5.81K ﹤0.01% 1824
2025
Q3 		$7.92K Buy
270
+261
+2,900% +$8.2K ﹤0.01% 1257
2025
Q2 		$276 Buy
+9
New +$273 ﹤0.01% 1866

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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's MMI Position: Q3 2026 in Review

Essential Partners increased its Marcus & Millichap (MMI) stake by 1.4% in Q3 2026, buying an estimated $124 and bringing the position to 294 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Essential Partners first reported a position in MMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.04K in Q2 2026. 16 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • Essential Partners held 294 shares of Marcus & Millichap worth $8.36K as of Q3 2026.
  • Essential Partners bought 4 Marcus & Millichap shares in Q3 2026, an estimated $124.
  • Marcus & Millichap made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1279 holding.
  • Essential Partners first reported a position in Marcus & Millichap in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Marcus & Millichap position peaked at $9.04K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.