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Scharf Investments’s Marcus & Millichap MMI Stock Holding History

Scharf Investments’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
-8,777
Closed -$270K – 78
2025
Q2 		$270K Hold
8,777
– – 0.01% 58
2025
Q1 		$302K Sell
8,777
-750
-8% -$27.6K 0.01% 55
2024
Q4 		$365K Hold
9,527
– – 0.01% 56
2024
Q3 		$378K Buy
9,527
+2,565
+37% +$96.8K 0.01% 54
2024
Q2 		$219K Buy
6,962
+1,057
+18% +$34.2K 0.01% 55
2024
Q1 		$202K Buy
5,905
+933
+19% +$34.2K 0.01% 57
2023
Q4 		$217K Buy
+4,972
New +$165K 0.01% 55

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

Scharf Investments's MMI Position: Q3 2025 in Review

Scharf Investments sold out of Marcus & Millichap (MMI) in Q3 2025, closing a stake of 8,777 shares — an estimated $270K sold.

Scharf Investments first reported a position in MMI in Q4 2023 and held it in 7 quarters. The position peaked at $378K in Q3 2024. 175 funds tracked by Wall St. Rank hold MMI as of Q3 2025.

  • Scharf Investments reported no remaining Marcus & Millichap position as of Q3 2025 after selling out during the quarter.
  • Scharf Investments sold 8,777 Marcus & Millichap shares in Q3 2025, an estimated $270K.
  • Scharf Investments first reported a position in Marcus & Millichap in Q4 2023 and held it in 7 quarters.
  • Scharf Investments's Marcus & Millichap position peaked at $378K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2025.

Based on Scharf Investments's 13F filing for Q3 2025, filed 13 Nov 2025.