R Squared’s Marcus & Millichap MMI Stock Holding History

R Squared’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 Q1	–	Sell	-1,720	Closed	-$65.8K	–	1009
2024 Q4	$65.8K	Buy	+1,720	New	+$67.4K	0.06%	396

Other funds holding MMI

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

R Squared's MMI Position: Q1 2025 in Review

R Squared sold out of Marcus & Millichap (MMI) in Q1 2025, closing a stake of 1,720 shares — an estimated $65.8K sold.

R Squared first reported a position in MMI in Q4 2024 and held it in 1 quarter. The position peaked at $65.8K in Q4 2024. 170 funds tracked by Wall St. Rank hold MMI as of Q1 2025.

R Squared reported no remaining Marcus & Millichap position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,720 Marcus & Millichap shares in Q1 2025, an estimated $65.8K.
R Squared first reported a position in Marcus & Millichap in Q4 2024 and held it in 1 quarter.
R Squared's Marcus & Millichap position peaked at $65.8K in Q4 2024.
170 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.