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Wealthspire Advisors (New York)’s Marcus & Millichap MMI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-27
Closed -$792 – 2159
2025
Q3 		$792 Buy
+27
New +$848 ﹤0.01% 2773

Other funds holding MMI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s MMI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 27 shares — an estimated $792 sold.

Wealthspire Advisors (New York) first reported a position in MMI in Q3 2025 and held it in 1 quarter. The position peaked at $792 in Q3 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 27 Marcus & Millichap shares in Q4 2025, an estimated $792.
  • Wealthspire Advisors (New York) first reported a position in Marcus & Millichap in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Marcus & Millichap position peaked at $792 in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.