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Smartleaf Asset Management’s Marcus & Millichap MMI Stock Holding History

Smartleaf Asset Management’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 		– Sell
-119
Closed -$3.26K – 3605
2025
Q4 		$3.26K Sell
119
-34
-22% -$983 ﹤0.01% 2834
2025
Q3 		$4.53K Hold
153
– – ﹤0.01% 2405
2025
Q2 		$4.75K Sell
153
-279
-65% -$8.47K ﹤0.01% 2075
2025
Q1 		$14.9K Sell
432
-51
-11% -$1.88K ﹤0.01% 1760
2024
Q4 		$18.4K Buy
483
+389
+414% +$15.2K ﹤0.01% 1688
2024
Q3 		$3.72K Buy
94
+10
+12% +$377 ﹤0.01% 2251
2024
Q2 		$2.64K Buy
+84
New +$2.72K ﹤0.01% 2110

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Smartleaf Asset Management's MMI Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 119 shares — an estimated $3.26K sold.

Smartleaf Asset Management first reported a position in MMI in Q2 2024 and held it in 7 quarters. The position peaked at $18.4K in Q4 2024. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 119 Marcus & Millichap shares in Q1 2026, an estimated $3.26K.
  • Smartleaf Asset Management first reported a position in Marcus & Millichap in Q2 2024 and held it in 7 quarters.
  • Smartleaf Asset Management's Marcus & Millichap position peaked at $18.4K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.