Rothschild Investment LLC’s Marcus & Millichap MMI Stock Holding History

Rothschild Investment LLC’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
2026 Q1	$8.27K	Buy	311 +288	+1,252%	+$7.58K	﹤0.01%	1789
2025 Q4	$628	Sell	23 -23	-50%	-$665	﹤0.01%	2858
2025 Q3	$1.35K	Buy	46 +6	+15%	+$188	﹤0.01%	2452
2025 Q2	$1.23K	Hold	40	–	–	﹤0.01%	2356
2025 Q1	$1.38K	Buy	40 +10	+33%	+$368	﹤0.01%	2141
2024 Q4	$1.15K	Buy	30 +5	+20%	+$196	﹤0.01%	2133
2024 Q3	$991	Buy	+25	New	+$943	﹤0.01%	2177
2024 Q2	–	Sell	-5	Closed	-$171	–	2838
2024 Q1	$171	Buy	+5	New	+$183	﹤0.01%	1828

Other funds holding MMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Rothschild Investment LLC's MMI Position: Q1 2026 in Review

Rothschild Investment LLC increased its Marcus & Millichap (MMI) stake by 1,252% in Q1 2026, buying an estimated $7.58K and bringing the position to 311 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Rothschild Investment LLC first reported a position in MMI in Q1 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

Rothschild Investment LLC held 311 shares of Marcus & Millichap worth $8.27K as of Q1 2026.
Rothschild Investment LLC bought 288 Marcus & Millichap shares in Q1 2026, an estimated $7.58K.
Marcus & Millichap made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1789 holding.
Rothschild Investment LLC first reported a position in Marcus & Millichap in Q1 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.