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Petrus Trust Company’s Marcus & Millichap MMI Stock Holding History

Petrus Trust Company’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
-11,534
Closed -$397K – 641
2025
Q1 		$397K Buy
+11,534
New +$425K 0.04% 293
2020
Q4 		– Sell
-8,231
Closed -$227K – 169
2020
Q3 		$227K Buy
+8,231
New +$228K 0.02% 160

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B 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
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Petrus Trust Company's MMI Position: Q2 2025 in Review

Petrus Trust Company sold out of Marcus & Millichap (MMI) in Q2 2025, closing a stake of 11,534 shares — an estimated $397K sold.

Petrus Trust Company first reported a position in MMI in Q3 2020 and held it in 2 quarters. The position peaked at $397K in Q1 2025. 169 funds tracked by Wall St. Rank hold MMI as of Q2 2025.

  • Petrus Trust Company reported no remaining Marcus & Millichap position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 11,534 Marcus & Millichap shares in Q2 2025, an estimated $397K.
  • Petrus Trust Company first reported a position in Marcus & Millichap in Q3 2020 and held it in 2 quarters.
  • Petrus Trust Company's Marcus & Millichap position peaked at $397K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.