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Concourse Financial Group Securities’s Marcus & Millichap MMI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-46
Closed -$1.69K – 1296
2024
Q4 		$1.69K Buy
46
+4
+10% +$157 ﹤0.01% 2035
2024
Q3 		$1.67K Sell
42
-4
-9% -$151 ﹤0.01% 2013
2024
Q2 		$1.45K Buy
46
+2
+5% +$65 ﹤0.01% 2078
2024
Q1 		$1.51K Sell
44
-7
-14% -$256 ﹤0.01% 2084
2023
Q4 		$2.23K Buy
51
+13
+34% +$432 ﹤0.01% 2005
2023
Q3 		$1.12K Buy
38
+3
+9% +$100 ﹤0.01% 2092
2023
Q2 		$1.1K Sell
35
-1
-3% -$31 ﹤0.01% 2122
2023
Q1 		$1.16K Sell
36
-4
-10% -$139 ﹤0.01% 2144
2022
Q4 		$1.38K Buy
40
+5
+14% +$177 ﹤0.01% 2104
2022
Q3 		$1K Buy
+35
New +$1.32K ﹤0.01% 1899

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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 $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's MMI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Marcus & Millichap (MMI) in Q1 2025, closing a stake of 46 shares — an estimated $1.69K sold.

Concourse Financial Group Securities first reported a position in MMI in Q3 2022 and held it in 10 quarters. The position peaked at $2.23K in Q4 2023. 170 funds tracked by Wall St. Rank hold MMI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Marcus & Millichap position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 46 Marcus & Millichap shares in Q1 2025, an estimated $1.69K.
  • Concourse Financial Group Securities first reported a position in Marcus & Millichap in Q3 2022 and held it in 10 quarters.
  • Concourse Financial Group Securities's Marcus & Millichap position peaked at $2.23K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.