AG
MMI icon

Algert Global’s Marcus & Millichap MMI Stock Holding History

Algert Global’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
Q1 		$11M Buy
411,847
+240,363
+140% +$6.32M 0.16% 183
2025
Q4 		$4.68M Buy
171,484
+159,435
+1,323% +$4.61M 0.07% 460
2025
Q3 		$354K Buy
+12,049
New +$378K 0.01% 969
2023
Q1 		– Sell
-75,516
Closed -$2.6M – 1245
2022
Q4 		$2.6M Buy
75,516
+24,130
+47% +$856K 0.14% 216
2022
Q3 		$1.68M Buy
51,386
+28,669
+126% +$1.08M 0.1% 336
2022
Q2 		$840K Sell
22,717
-611
-3% -$26.6K 0.06% 551
2022
Q1 		$1.23M Buy
23,328
+8,718
+60% +$418K 0.08% 434
2021
Q4 		$752K Hold
14,610
– – 0.09% 373
2021
Q3 		$593K Buy
+14,610
New +$567K 0.08% 468
2017
Q2 		– Sell
-35,112
Closed -$863K – 336
2017
Q1 		$863K Sell
35,112
-3,010
-8% -$77.9K 0.23% 173
2016
Q4 		$1.02M Buy
+38,122
New +$991K 0.29% 143

Other funds holding MMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return