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LRI Investments’s Marcus & Millichap MMI Stock Holding History

LRI Investments’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
-3,484
Closed -$102K – 1385
2025
Q3 		$102K Buy
3,484
+2,647
+316% +$83.2K 0.01% 408
2025
Q2 		$25.7K Sell
837
-2,849
-77% -$86.5K ﹤0.01% 659
2025
Q1 		$127K Sell
3,686
-1,206
-25% -$44.4K 0.01% 362
2024
Q4 		$187K Hold
4,892
– – 0.02% 286
2024
Q3 		$202K Buy
4,892
+186
+4% +$7.02K 0.02% 277
2024
Q2 		$148K Buy
+4,706
New +$152K 0.02% 309

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

LRI Investments's MMI Position: Q4 2025 in Review

LRI Investments sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 3,484 shares — an estimated $102K sold.

LRI Investments first reported a position in MMI in Q2 2024 and held it in 6 quarters. The position peaked at $202K in Q3 2024. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • LRI Investments reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 3,484 Marcus & Millichap shares in Q4 2025, an estimated $102K.
  • LRI Investments first reported a position in Marcus & Millichap in Q2 2024 and held it in 6 quarters.
  • LRI Investments's Marcus & Millichap position peaked at $202K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.