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Annis Gardner Whiting Capital Advisors’s Marcus & Millichap MMI Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-4,900
Closed -$144K – 1299
2025
Q3 		$144K Sell
4,900
-3,100
-39% -$97.4K 0.03% 317
2025
Q2 		$246K Sell
8,000
-100
-1% -$3.04K 0.09% 196
2025
Q1 		$279K Buy
+8,100
New +$298K 0.12% 158

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MMI Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 4,900 shares — an estimated $144K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MMI in Q1 2025 and held it in 3 quarters. The position peaked at $279K in Q1 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4,900 Marcus & Millichap shares in Q4 2025, an estimated $144K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Marcus & Millichap in Q1 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Marcus & Millichap position peaked at $279K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.