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Pineridge Advisors’s Marcus & Millichap MMI Stock Holding History

Pineridge 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
Q3 		– Sell
-80
Closed -$2.44K – 533
2025
Q2 		$2.44K Hold
80
– – ﹤0.01% 392
2025
Q1 		$2.74K Buy
+80
New +$2.95K ﹤0.01% 382
2024
Q1 		– Sell
-79
Closed -$3.45K – 744
2023
Q4 		$3.45K Buy
+79
New +$2.62K ﹤0.01% 558

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 $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pineridge Advisors's MMI Position: Q3 2025 in Review

Pineridge Advisors sold out of Marcus & Millichap (MMI) in Q3 2025, closing a stake of 80 shares — an estimated $2.44K sold.

Pineridge Advisors first reported a position in MMI in Q4 2023 and held it in 3 quarters. The position peaked at $3.45K in Q4 2023. 175 funds tracked by Wall St. Rank hold MMI as of Q3 2025.

  • Pineridge Advisors reported no remaining Marcus & Millichap position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 80 Marcus & Millichap shares in Q3 2025, an estimated $2.44K.
  • Pineridge Advisors first reported a position in Marcus & Millichap in Q4 2023 and held it in 3 quarters.
  • Pineridge Advisors's Marcus & Millichap position peaked at $3.45K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.