TPI
MMI icon

Trust Point Inc’s Marcus & Millichap MMI Stock Holding History

Trust Point Inc’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
-9,444
Closed -$361K – 524
2024
Q4 		$361K Sell
9,444
-12,597
-57% -$494K 0.03% 370
2024
Q3 		$873K Sell
22,041
-111
-0.5% -$4.19K 0.07% 186
2024
Q2 		$698K Buy
22,152
+878
+4% +$28.4K 0.06% 207
2024
Q1 		$727K Buy
21,274
+5,002
+31% +$183K 0.06% 213
2023
Q4 		$711K Buy
+16,272
New +$540K 0.06% 198

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Schroder Investment Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return