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Principal Securities’s Marcus & Millichap MMI Stock Holding History

Principal Securities’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
-148
Closed -$4.34K – 2671
2025
Q3 		$4.34K Hold
148
– – ﹤0.01% 3014
2025
Q2 		$4.54K Buy
148
+4
+3% +$121 ﹤0.01% 2898
2025
Q1 		$5.51K Hold
144
– – ﹤0.01% 2740
2024
Q4 		$5.51K Hold
144
– – ﹤0.01% 2737
2024
Q3 		$5.71K Buy
144
+22
+18% +$830 ﹤0.01% 2636
2024
Q2 		$3.85K Hold
122
– – ﹤0.01% 2724
2024
Q1 		$4.17K Buy
122
+20
+20% +$733 ﹤0.01% 2669
2023
Q4 		$4.46K Buy
+102
New +$3.39K ﹤0.01% 2571

Other funds holding MMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return