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Evergreen Capital Management’s Marcus & Millichap MMI Stock Holding History

Evergreen Capital Management’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
Q2 		$239K Buy
+7,669
New +$220K ﹤0.01% 1361

Other funds holding MMI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Evergreen Capital Management's MMI Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Marcus & Millichap (MMI) in Q2 2026: 7,669 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings.

31 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Evergreen Capital Management held 7,669 shares of Marcus & Millichap worth $239K as of Q2 2026.
  • Marcus & Millichap was a new Evergreen Capital Management position in Q2 2026.
  • Marcus & Millichap made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1361 holding.
  • 31 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.