Lido Advisors
MMI icon

Lido Advisors’s Marcus & Millichap MMI Stock Holding History

Lido 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
Q2 		– Sell
-6,318
Closed -$219K – 1714
2025
Q1 		$219K Buy
+6,318
New +$233K ﹤0.01% 1347
2023
Q4 		– Sell
-8,256
Closed -$242K – 1395
2023
Q3 		$242K Buy
+8,256
New +$276K ﹤0.01% 1007

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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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 $3.38T AUM 44.17% 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 $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lido Advisors's MMI Position: Q2 2025 in Review

Lido Advisors sold out of Marcus & Millichap (MMI) in Q2 2025, closing a stake of 6,318 shares — an estimated $219K sold.

Lido Advisors first reported a position in MMI in Q3 2023 and held it in 2 quarters. The position peaked at $242K in Q3 2023. 169 funds tracked by Wall St. Rank hold MMI as of Q2 2025.

  • Lido Advisors reported no remaining Marcus & Millichap position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 6,318 Marcus & Millichap shares in Q2 2025, an estimated $219K.
  • Lido Advisors first reported a position in Marcus & Millichap in Q3 2023 and held it in 2 quarters.
  • Lido Advisors's Marcus & Millichap position peaked at $242K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.