UBS AM
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UBS AM’s Marcus & Millichap MMI Stock Holding History

UBS AM’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
Q2 		$2.03M Sell
65,084
-2,617
-4% -$75K ﹤0.01% 2039
2026
Q1 		$1.8M Buy
67,701
+76
+0.1% +$2K ﹤0.01% 2086
2025
Q4 		$1.85M Buy
67,625
+2,673
+4% +$77.3K ﹤0.01% 1909
2025
Q3 		$1.91M Sell
64,952
-40,082
-38% -$1.26M ﹤0.01% 1775
2025
Q2 		$3.23M Buy
105,034
+27,695
+36% +$840K ﹤0.01% 1926
2025
Q1 		$2.66M Buy
77,339
+8,369
+12% +$308K ﹤0.01% 1858
2024
Q4 		$2.64M Buy
68,970
+6,448
+10% +$253K ﹤0.01% 1908
2024
Q3 		$2.48M Buy
62,522
+1,120
+2% +$42.3K ﹤0.01% 1930
2024
Q2 		$1.94M Buy
61,402
+21,461
+54% +$695K ﹤0.01% 2017
2024
Q1 		$1.36M Buy
39,941
+3,548
+10% +$130K ﹤0.01% 1859
2023
Q4 		$1.59M Buy
36,393
+458
+1% +$15.2K ﹤0.01% 1790
2023
Q3 		$1.05M Sell
35,935
-2,227
-6% -$74.6K ﹤0.01% 1937
2023
Q2 		$1.23M Hold
38,162
– – ﹤0.01% 1910
2023
Q1 		$1.23M Buy
+38,162
New +$1.32M ﹤0.01% 1910
2022
Q4 		– Sell
-27,610
Closed -$905K – 2676
2022
Q3 		$905K Hold
27,610
– – ﹤0.01% 2027
2022
Q2 		$1.02M Buy
27,610
+5,234
+23% +$228K ﹤0.01% 1948
2022
Q1 		$1.18M Buy
22,376
+4,011
+22% +$192K ﹤0.01% 2051
2021
Q4 		$945K Buy
18,365
+591
+3% +$27.6K ﹤0.01% 2241
2021
Q3 		$722K Buy
17,774
+229
+1% +$8.88K ﹤0.01% 2329
2021
Q2 		$682K Buy
17,545
+1,674
+11% +$62.8K ﹤0.01% 2408
2021
Q1 		$535K Sell
15,871
-1,725
-10% -$63.5K ﹤0.01% 2365
2020
Q4 		$655K Hold
17,596
– – ﹤0.01% 2190
2020
Q3 		$484K Hold
17,596
– – ﹤0.01% 2160
2020
Q2 		$508K Sell
17,596
-1,625
-8% -$45.8K ﹤0.01% 2125
2020
Q1 		$521K Sell
19,221
-2,818
-13% -$94.8K ﹤0.01% 1964
2019
Q4 		$821K Sell
22,039
-12
-0.1% -$431 ﹤0.01% 2014
2019
Q3 		$783K Buy
22,051
+5,041
+30% +$172K ﹤0.01% 2071
2019
Q2 		$525K Buy
17,010
+627
+4% +$22.8K ﹤0.01% 2190
2019
Q1 		$667K Buy
16,383
+5,483
+50% +$210K ﹤0.01% 1991
2018
Q4 		$374K Hold
10,900
– – ﹤0.01% 2118
2018
Q3 		$378K Sell
10,900
-5,483
-33% -$208K ﹤0.01% 2194
2018
Q2 		$639K Sell
16,383
-2,200
-12% -$81.2K ﹤0.01% 1990
2018
Q1 		$670K Buy
18,583
+10,583
+132% +$345K ﹤0.01% 1913
2017
Q4 		$261K Hold
8,000
– – ﹤0.01% 2178
2017
Q3 		$216K Buy
+8,000
New +$208K ﹤0.01% 2222
2016
Q1 		– Sell
-7,800
Closed -$227K – 2649
2015
Q4 		$227K Hold
7,800
– – ﹤0.01% 2470
2015
Q3 		$359K Hold
7,800
– – ﹤0.01% 2191
2015
Q2 		$360K Buy
7,800
+2,400
+44% +$102K ﹤0.01% 2250
2015
Q1 		$202K Buy
+5,400
New +$193K ﹤0.01% 2480

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS AM's MMI Position: Q2 2026 in Review

UBS AM reduced its Marcus & Millichap (MMI) stake by 3.9% in Q2 2026, selling an estimated $75K and leaving 65,084 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

UBS AM first reported a position in MMI in Q1 2015 and has held it in 39 quarters since. The position peaked at $3.23M in Q2 2025. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • UBS AM held 65,084 shares of Marcus & Millichap worth $2.03M as of Q2 2026.
  • UBS AM sold 2,617 Marcus & Millichap shares in Q2 2026, an estimated $75K.
  • Marcus & Millichap made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2039 holding.
  • UBS AM first reported a position in Marcus & Millichap in Q1 2015 and has held it in 39 quarters since.
  • UBS AM's Marcus & Millichap position peaked at $3.23M in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.