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Heritage Family Offices’s Marcus & Millichap MMI Stock Holding History

Heritage Family Offices’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 		– Sell
-7,930
Closed -$216K – 226
2025
Q4 		$216K Sell
7,930
-1,582
-17% -$45.8K 0.1% 187
2025
Q3 		$279K Buy
9,512
+1,926
+25% +$60.5K 0.13% 151
2025
Q2 		$262K Hold
7,586
– – 0.13% 142
2025
Q1 		$261K Buy
7,586
+556
+8% +$20.5K 0.13% 139
2024
Q4 		$269K Buy
7,030
+464
+7% +$18.2K 0.13% 138
2024
Q3 		$260K Sell
6,566
-1
-0% -$38 0.13% 147
2024
Q2 		$207K Buy
+6,567
New +$213K 0.11% 159

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Heritage Family Offices's MMI Position: Q1 2026 in Review

Heritage Family Offices sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 7,930 shares — an estimated $216K sold.

Heritage Family Offices first reported a position in MMI in Q2 2024 and held it in 7 quarters. The position peaked at $279K in Q3 2025. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Heritage Family Offices reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 7,930 Marcus & Millichap shares in Q1 2026, an estimated $216K.
  • Heritage Family Offices first reported a position in Marcus & Millichap in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Marcus & Millichap position peaked at $279K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.