&Partners’s Marcus & Millichap MMI Stock Holding History

&Partners’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	-15,889	Closed	-$466K	–	2335
2025 Q3	$466K	Sell	15,889 -163	-1%	-$5.12K	﹤0.01%	1490
2025 Q2	$493K	Buy	+16,052	New	+$487K	﹤0.01%	1371

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

&Partners's MMI Position: Q4 2025 in Review

&Partners sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 15,889 shares — an estimated $466K sold.

&Partners first reported a position in MMI in Q2 2025 and held it in 2 quarters. The position peaked at $493K in Q2 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

&Partners reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
&Partners sold 15,889 Marcus & Millichap shares in Q4 2025, an estimated $466K.
&Partners first reported a position in Marcus & Millichap in Q2 2025 and held it in 2 quarters.
&Partners's Marcus & Millichap position peaked at $493K in Q2 2025.
192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.