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

Coldstream 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
2025
Q2 		– Sell
-138
Closed -$4.75K – 2435
2025
Q1 		$4.75K Buy
+138
New +$5.08K ﹤0.01% 2721

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Coldstream Capital Management's MMI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Marcus & Millichap (MMI) in Q2 2025, closing a stake of 138 shares — an estimated $4.75K sold.

Coldstream Capital Management first reported a position in MMI in Q1 2025 and held it in 1 quarter. The position peaked at $4.75K in Q1 2025. 169 funds tracked by Wall St. Rank hold MMI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Marcus & Millichap position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 138 Marcus & Millichap shares in Q2 2025, an estimated $4.75K.
  • Coldstream Capital Management first reported a position in Marcus & Millichap in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Marcus & Millichap position peaked at $4.75K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.